HVDC power transmission: the economics?

HVDC costs

…an adjacent opportunity in STATCOMs, a screen of leading HVDC companies, a patent review for Prysmian, project parameters for Chinese HVDCs, and an overview of future aluminium and copper demand….

Vertical greenhouses: the economics?

Economic costs of vertical greenhouses

…120 aluminium towers to grow 0.5T of leafy vegetables per day. Economics of vertical greenhouses can be attractive, with 10% IRRs in our base case condition, off 50kg/m2/year yields and…

Energy economics: an overview?

…costs re-inflates new energies 10-20%, infrastructure 2-20%, materials 2-6%, and conventional energy 2-5% (chart below, note here). The energy intensity of materials is visible across our models of Acetylene, Aluminium,…

Copper: global demand forecasts?

Global copper demand in the energy transition

…forecasts. A prior iteration of the model had copper demand ramping to 75MTpa, but we recently revised this lower, as we expected more thrifting and substitution towards aluminium as a…

Battery recycling: the economics?

battery recycling economics

This data-file models the economics of recycling spent lithium ion batteries, taking in waste cells at end-of-life, and recovering materials such as cobalt, nickel, manganese, copper, aluminium, lithium and steel….

Carbon leakage: China versus the West, 1999-2019

Carbon leakage from the West to China

…called ‘carbon leakage’. $449.00 – Purchase Checkout Added to cart To do this, we have quantified volumes of specific materials (steel, aluminium, copper, plastics, glass, industrial acids) and manufactured goods (cars, refrigerators,…

Vehicle mass: what opportunities to improve fuel economy?

Mass of vehicle by material

…Underlying calculations can be stress-tested in the data-file. Materials that improve underlying vehicle weights include carbon fiber, advanced polymers and aluminium, as summarized via the links below. https://thundersaidenergy.com/2021/08/12/carbon-fiber-the-miracle-material https://thundersaidenergy.com/downloads/global-plastics-an-overview https://thundersaidenergy.com/downloads/metals-and-materials-strength-and-temperature-resistance…

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