Energy transition companies?
…goods companies, 30 are materials companies, and other heavily discussed industries in our research are energy, mining and semiconductors, ranging from small-privates to mega-cap giants. Zooming in even further, there…
…goods companies, 30 are materials companies, and other heavily discussed industries in our research are energy, mining and semiconductors, ranging from small-privates to mega-cap giants. Zooming in even further, there…
…and split evenly between newbuild projects and maintenance. Other concentrated sectors include natural gas, LNG, nuclear and mining, compared to other categories in the screen. Only 40-50% of our construction…
…shipping? Some of the largest bulk shipping fleets are associated with global mining companies, such as Vale, which operates the largest vessels in the world, above 400,000 tons, ferrying iron…
…semiconductors as pure silicon boules are crystallized out at 25 mm per hour in the Czochralski process. Mining processes perhaps screen best of all? Processes such as communition, flotation, heap…
…2022 and $1.2bn pa of adjusted EBITDA. The company has featured in our research into polyurethanes, carbon fiber, resins and niche mining chemistries. Our conclusions on the MIRALON technology, the…
…the energy transition. See pages 7-8. Across our 2023 research, 50 companies have been discussed particularly often — across clean-tech, materials, capital goods, energy, mining, semiconductors and conglomerates. The note…
…Will the rise of the solar industry add 40% to total global silver demand, or will silver be entirely thrifted out? (note here). Will the entire lithium mining industry be…
…Chemicals business produces soda-ash, peroxides, silica, et al; and its Solutions business produces specialty chemicals, aromas, coatings, Rare Earths, mining solutions and battery recycling. For the energy transition, Solvay is…
…for silicon wafers is summarized on pages 19-20, covering silica mining, silicon metal, polysilicon production, polysilicon markets, and 20 companies across this entire value chain. $499.00 – Purchase Checkout Added to cart…
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…