Lithium: reactive?
Lithium demand is likely to rise 30x in the energy transition. So this 15-page note reviews the mined lithium supply chain, finding prices will rise too, by 10-50%. The main…
Power transmission: raising electrical potential?
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs in…
Mining: crushing, grinding and comminution costs?
…this data-file is to tabulate typical cost estimates for crushing-grinding processes, which consume 1-2% of all the energy in the world and 20-50% of the energy in some mining processes….
Scope 4 emissions: avoided CO2 has value?
…However, we conclude it is an increasingly important metric for decision makers in the energy transition, to ensure adequate energy supplies are developed, while also decarbonizing as fast as possible….
Overview of mining equipment companies?
This data-file is an overview of mining equipment companies, as mined materials increasingly seem like a bottleneck in the energy transition. For each company, we have noted its location, size,…
CO2 compression: stranger things?
…$499.00 – Purchase Checkout Added to cart The objective of the energy transition is to meet the energy needs of human civilization, somewhere in the range of 120,000 TWH pa in 2050,…
Gas turbines: operating parameters?
…are going to be a defining technology of the energy transition and a complement to renewables. The thermodynamics are explained here. The key point is that gas-fired power cycles are…
Growing economies: reforest and reinvest?
…note explores ‘reforest and reinvest’ as a promising framework for clean economic development in the energy transition. $499.00 – Purchase Checkout Added to cart An important objective in the energy transition is…
Development capex: long-term spending from Oil Majors?
…sustained shortage of energy, especially if 50% lower-carbon gas is intended to replace coal as part of the energy transition, per our roadmap to net zero. Hence one cannot help…
Demand shifting: electrical flexibility by industry?
…is an excellent solution. It may be easy. It may cost nothing. It may not incur any energy penalties. Unlike batteries and hydrogen. And we think that ultimately 20-30% of…