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  • Yttria-stabilized zirconia: sticker shock?

    Yttria-stabilized zirconia: sticker shock?

    Global yttrium output is just 10-15kTpa, worth $100M pa, of which c90% is controlled by China. Yet a supply disruption for this critical metal could have ripple effects comparable to an oil shock: de-railing developed world load growth, aircraft manufacturing and the rise of AI? This 15-page report tells the story of yttria-stabilized zirconia, explores…

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  • Fuel cells: performance, efficiency and decline rates?

    Fuel cells: performance, efficiency and decline rates?

    This data-file captures the performance of c160 fuel cell power plants, installed to-date in the US, generating over 2TWH of electricity, looking facility-by-facility, year-by-year. How has the performance, efficiency and longevity of US fuel cell power plants been trending over time?

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  • Pressure ratings: industrial and energy processes?

    Pressure ratings: industrial and energy processes?

    The purpose of this data-file is to chart the typical pressures of industrial processes and energy processes, as a useful reference. We are all used to 1 atmosphere of pressure, which is 1.0125 bar, 0.10125 MPa and 14.7 psi. But what pressures do industrial processes use?

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  • Power plants: average capacity?

    Power plants: average capacity?

    This data-file aggregates granular data into the average capacity of different types of power plants: wind, solar, nuclear, gas, hydro, coal, biomass, landfill gas and geothermal. Energy transition is going to increase the number of inter-connections to the grid by 10-100x.

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  • Leading companies in super-alloys?

    Leading companies in super-alloys?

    This data-file is a screen of leading companies in super-alloys, covering US pure-plays, mega-caps in industrials and defence, and emerging world producers of Rare Earth metals. In each case, we have included our notes and observations.

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  • Additive manufacturing: fine print?

    Additive manufacturing: fine print?

    Can additive manufacturing overcome bottlenecks in gas turbine components, aerospace-related capital goods, and custom products that are unlocked by AI? This 16-page report re-evaluates the outlook for 3D printing, its economics, energy use, and company implications.

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  • Land intensity of energy transition: acres per MW and per ton?

    Land intensity of energy transition: acres per MW and per ton?

    This data-file compares the land intensity of energy technologies and energy transition technologies. Land use is estimated in acres per MW of power generation, or in tons of CO2-equivalents abated per acre per year. Numbers vary by an order of magnitude. Data are sourced from technical papers and our broader work.

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  • Rare Earth market: by metal, by use, by value?

    Rare Earth market: by metal, by use, by value?

    The global Rare Earth market is 390kTpa of mined Rare Earth Oxide equivalents, which is processed to yield 150kTpa of sellable Rare Earth materials, with a value of $7bn pa. But “price” is not “value”. This data-file breaks down the global Rare Earth market, by metal, by price (in $/kg), by volume (in Tpa), and…

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  • Prime movers: efficiency of power generation over time?

    Prime movers: efficiency of power generation over time?

    How has the efficiency of prime movers increased across industrial history? This data-file profiles the continued progress in the efficiency of power generation over time, from 1650 to 2050e. As a rule of thumb, the energy system has shifted to become ever more efficient over the past 400-years.

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  • Thermodynamics of CO2 at different temperatures and pressures?

    Thermodynamics of CO2 at different temperatures and pressures?

    This data-file aggregates thermodynamic properties of CO2 at different temperatures and pressures. Specifically, how do different pressures and temperatures dictate CO2’s density, Cp, Cv, Heat Capacity Ratio (gamma), Entropy, and Compressibility. These variables matter for CO2 compression, CCS and sCO2 power cycles.

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