Glass fiber: what upside in the energy transition?

Glass fiber opportunities

…for 30-70% energy savings. Hence we see demand rising 3.5x in the energy transition. To appraise the opportunity, this 13-page note assesses the market, costs, CO2 intensity and leading companies….

Sitka spruce: our top ten facts?

sitka spruce benefits

…for nature-based carbon removals in the energy transition, creating direct opportunities in the forestry value chain, through to indirect opportunities in equities (notes below). https://thundersaidenergy.com/2021/12/01/sustainable-forestry-a-new-listed-entity/ https://thundersaidenergy.com/downloads/biotech-companies-to-enhance-agricultural-yields-or-co2-uptake/ https://thundersaidenergy.com/2021/09/30/carbon-neutral-investing-hedge-funds-forest-funds/ On a personal…

Nuclear fusion: what are the challenges?

challenges of nuclear fusion

Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…

Fuel retail: economics of a petrol station?

Economics of fuel retail

This data-file captures fuel retail economics covering the costs and margins of a typical fuel-retailing petrol station to earn a 10% unlevered IRR, based on data from companies in the…

Global nickel production by company?

Nickel mining companies overview

This data-file captures the 2.4MTpa nickel market, broken down facility by facility, producer-by-producer. $499.00 – Purchase Checkout Added to cart 25 companies dominate the world’s nickel production, although the supply chain is…

Graphite production: the economics?

Battery graphite cost

…research. Our outlook on graphite in the energy transition is linked here. A broader discussion of this model is linked here. Our screen of leading graphite companies is linked here….

Copyright: Thunder Said Energy, 2019-2024.