Energy economics: engineering wonders?

Energy economics

…spaces. But often, it takes some energy economics to determine how much material you can thrift. https://thundersaidenergy.com/2023/01/26/solar-surface-silver-thrifting/ https://thundersaidenergy.com/downloads/power-cables-how-much-copper-and-aluminium/ Does that company’s technology work? We like to answer this question by…

Energy economics: an overview?

…Ammonia, Carbon Fiber, Cement, Copper, Cyanides, Desalination, Glass, H2O2, Hydrogen, Industrial Gases, Lithium Batteries, Methanol, NaOH/Cl2, Nitric Acid, Paper, Plastics, Silicon, Silver, Steel, Wood Products. As a rule of thumb,…

Copper: the economics?

…It is not unimaginable that copper prices could reach $15,000/ton in an aggressive energy transition scenario, if you stress-test the model. There is no silver bullet to decarbonize primary copper…

Market concentration by industry in the energy transition?

Market concentration by industry

…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…

Commodity prices: metals, materials and chemicals?

…Propylene prices, Propylene Oxide prices, PTFE prices, Rare Earth Magnet prices, Scandium & Yttrium prices, Silica prices, Silicon Metal prices, Silver prices, Sodium Hydroxide prices, Stainless Steel prices, Steel Alloy…

Indium producers: companies and market outlook?

Indium producers

…decision makers to explore. Many are also exposed to metal value chains such as silver and battery recycling, which matter in the energy transition. For each indium producing company in…

Overview of mining equipment companies?

Overview of mining equipment companies

…25-30% in Asia. Another 25-30% is usually associated with the copper industry, 25-30% with the gold-silver industry, and the remainder is diversified (charts below). Direct focus on the energy efficiency…

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