…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…
…action’ in energy transition will take place in the range of 10^-8 to 10^-3 Ohm-meters. Silver is the most conductive metal used in the energy transition, which combined with its…
…We would be very happy to introduce clients of Thunder Said Energy to our contacts in the military drone space, who may be able to provide further observations. [restrict] References…
…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…
…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…
…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…
…time, given the complex chemistry of the electro-ceramic cells: e.g., doped cerium oxide electrolyte, sintered lanthanum strontium cobalite electrodes covered with silver. (4) System sufficiency. In some high-intensity conditions —…
…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,…
…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…
…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…