Energy transition: top commodities?

Commodities needed for energy transition

…Earths, Nickel, Oil, Polyurethanes, PV Silicon, Silicon Carbide, Silver, STATCOMs, Steel, Sulphuric Acid, Tin, Uranium, Vanadium. Further details on each commodity can be found by browsing our supply-demand models. Another…

First Solar: thin film solar breakthrough?

First Solar technology review

…60% less energy and emit about 60% less CO2 than photovoltaic silicon. First Solar also has manufacturing facilities in Ohio, satisfying the growing desire to re-shore the supply chain. Efficiency…

TOPCon: maverick?

TOPCon solar cells

A new solar cell is vying to re-shape the PV industry, with 2-5% efficiency gains and c25-35% lower silicon use than today’s PERC cells. This 12-page note reviews TOPCon solar…

Lithium ion batteries: energy density?

Energy density of lithium ion batteries

…improve? For example, today’s graphite anodes only intercalate 1 lithium ion for every 6 graphite atoms, which weigh 12 g/mol, yielding a charge density of 372 mAh/gram. Silicon anodes weigh…

LONGi: technology review and solar innovations?

…a new world record of 33.9% cell-level efficiency for a silicon-perovskite tandem cell, which is the first ever cell to surpass the Shockley-Queisser (S-Q) theoretical efficiency limit. Hence in this…

Demand shifting: electrical flexibility by industry?

…plants, industrial gas production, electric arc furnaces, aluminium, chlor-alkali, polymers, paper, silicon, sulphur, glass, hydrofluoric acid, small-scale hydrogen and hydrogen cyanide. A best to worst ranking depends on the technical…

Vapor deposition: leading companies?

Leading vapor deposition companies by their revenue in 2023 and exposure to the PVD/CVD market.

This data-file is a screen of leading companies in vapor deposition, manufacturing the key equipment for making PV silicon, solar, AI chips and LED lighting solutions. The market for vapor…

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