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…

Our Top Ten Research Notes of 2020

top research notes of 2020

…is impossible. We welcome challenges to these numbers, but so far, have not received any from our contacts in the hydrogen industry. https://thundersaidenergy.com/2020/10/22/electrolysers-how-much-deflation-ahead-for-hydrogen/ (5) The green hydrogen bubble will give…

Solar module production by company?

…here, company screen here) is sliced into wafers, then processed into cells using semiconductor manufacturing techniques, and then finally combined with front contacts, encapsulants, frames, reinforced glass, backsheets and wiring…

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…

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