the research consultancy for energy technologies
…read more about General Fusion innovations, please see our see our article here. Fusion remains a theme that could be a game-changer for energy transition. Other companies with good innovations…
…able to de-risk game-changing new DLE technologies that would disrupt the industry (note here). This helps incumbents, including Albemrarle and other leading companies, which are screened here. To read more…
…during energy shortages. They will also be needed to integrate more new energies into power grids. This 17-page note outlines the opportunity in capacitor banks, their economics and leading companies….
…average of $160/kVAR, then this would become a $25-50bn pa market. Huge numbers. Worked examples and quotes from technical papers are also given (page 15-16). Who benefits? Leading companies in…
…24M battery technology review. Overall, 24M’s patents explain why large battery companies have licensed its simpler, more energy dense, lower-degradation battery manufacturing technology; the general workings of which are locked…
…for TerraPower, which is more than other next-gen nuclear, or other pre-revenue companies we have reviewed. We reviewed TerraPower’s 20 most recent patent filings, to see where it is currently…
…This view, and our best guesses on timings, are presented on pages 14-15. Finally, the note ends with a review of leading silver mining companies, which will clearly be impacted…
…to deter simple copy-catting. Although there may also be some controversy around the differentiation of some patent claims. (Differentiation is always a question mark for companies in these kinds of…
…due to low recovery rates). This suggests upside in the mining services industry, including equipment manufacturers and specialty chemical companies, which can improve concentration, improve product recoveries in the concentration,…
…an array of companies that increasingly excites us here, such as CATL, Stem, Powin, Eaton, supercapacitors, and other power electronics names; and general upside for lithium demand, as degradation can…