the research consultancy for energy technologies
…recommendations for industrial gas companies follow from this view, some for the 2020s, others for the 2030s and beyond (page 9). Refining industry disruption creates downside to hydrogen demand in…
…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…
…methanol, oil & gas E&P, oil refining, other metals, paper & pulp, passenger cars, pipelines, plastics, polysilicon, refrigeration, residential heat, shipping, solar modules, steel, trains, transmission, two-wheelers and wind turbines….
…steel (7.5%), plastics (6%), cars (5.4%), commercial heat (5%), hydrogen (4.6%), cement (3%), oil refining (3%), agriculture (3%), aviation (2.6%), air conditioning (2.5%), cooking (2.2%), lighting (2.2%) and shipping (1.4%)…
…sugar refining. Capex costs and opex costs are built up in the data-file, using data from past projects and technical papers. Capex costs of sugar production plants can vary widely,…
…the key input for ethanol production will be non-edible molasses, priced at $100/ton, generated as a non-crystallizing byproduct from sugar refining. Molasses might comprise c55% sugar by mass. Molasses can…
…catalytic converters, with another 10% used in jewelry, 8% in chemicals, 5% in electronics, 3% in glass, 3% in medical and about 1% in oil refining (especially catalytic reforming). These…
…of global mining, refining and recycling. Mostly mid-caps. Many are trading at 2-15-year lows, due to weak market expectations for PGMs and weak recent PGM pricing, while those that have…
…challenges of separation processes such as refining, chemicals, LNG, hydrogen, biogas, desalination and CCS are summarized on pages 2-5. Separation is inherently an energy-consuming process, to overcome the Entropy of…
…both specialized equipment and have huge labor demands. Traditional infrastructure mega-projects are most labor-intensive, possibly employing 10,000+ people to build airports, railways, Olympic stadia. Refining and chemicals, surprisingly, are the…