the research consultancy for energy technologies
…damages, and hardship for millions of people (pages 3). High temperatures cause grid balances to deteriorate. Across every single line in our models. This is under-appreciated. It is mostly due…
This data-file approximates the costs of absorption chillers, which perform the thermodynamic alchemy of converting waste heat (e.g., from a CHP turbine) into coldness. Today the market is small, around…
This lithium carbonate production data-file quantifies the economics of producing lithium carbonate from spodumene in mined pegmatites, via the usual process of comminution, flotation, calcination and then acid-leaching. We estimate…
…control 90% of global supply. While lithium demand is expected to grow 30x on our numbers (model here), there is intense competition to expand existing lithium assets and develop new…
…model of mined lithium can thus be derived on page 8. We outline what price is needed for a 10% IRR across the value chain. The first re-inflation risk is…
This data-file captures the economics of producing carbon fiber. We estimate a marginal cost of $25/kg for a 10% IRR at a new world-scale carbon fiber plant, however the production…
This data-file models the total costs of shipping a container c10,000 nautical miles from China to the West. Specifically, we calculate what freight rate is required to earn a 10%…
This data-file estimates the economics of a commercial airliner, over the course of its life: i.e., what ticket price must be charged to earn a 10% IRR after covering the…
…Labor productivity was more lumpy. Further cost details are available in our economic model of copper production. 15 companies are covered overall in our screen of copper producers, including diversified…
There are around 50,000 giant mining trucks in operation globally. The largest examples are around 16m long, 10m wide, 8m high, can carry around 350-450 tons and reach top speeds…