Commercial aviation: air travel economics?
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…
Copper companies: a screen of leading producers?
…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…
Mine trucks: transport economics?
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…
Synchronous condensers: the economics?
This data-file captures the costs and the economics of installing a synchronous condenser, downstream of a renewable power facility, in order to emulate some of the inertia, reactive power and…
Carbon neutral investing: hedge funds, forest funds?
This 11-page note considers a new model of ‘carbon neutral’ investing. Look-through emissions of a portfolio are quantified (Scope 1 & 2 basis). Then accordingly, an allocation is made to…
Variable frequency drives: the economics?
…saving of 34%, and 15 past projects with an average cost around $250/kW. Our modelling calculates a 15% IRR installing a VFD at a typical industrial motor. Sensitivity analysis shows…
Coal mining: the economics?
This data-file aims to approximate the economics of a new coal mine, using simple rules of thumb and data from past projects, capex (in $/Tpa) and opex (in $/ton). Coal…
Decarbonized supply chains: first invent the universe?
…was a button you could press, somewhere in a steel mill, with a big shiny label that said “decarbonize steel”. The reality in our model (below) is that CO2 emissions…
Glass fiber: the economics?
This data-file models the economics of producing glass fiber, the key component in fiberglass, which is used in wind turbine blades and the light-weighting of transport; but also an insulation…
LNG regasification: the economics?
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.8/mcf on its gas imports,…