Industrial gases: out of thin air?
…Some important conclusions are noted on page 12. Leading companies in industrial gases are discussed on pages 13-14. Our company screen is linked here. We wonder whether reliability, scale and…
Energy economics: engineering wonders?
…reviewing the company’s patents, and scrutinizing the engineering details. All of our patent reviews are linked here, ranging from true breakthroughs with a moat around them, to other companies that…
Energy technologies: the pace of progress?
…For example, if we look at companies that have folded in the last five years, we can often find scores of earlier media articles trumpeting them as “the next big…
Electric vehicles: breaking the ICE?
…electric vehicle sales to 200M units per year by 2050, the world’s fleet of combustion vehicles will be surprisingly sticky. The value and opportunity for incumbent companies is also surprisingly…
Industrial gas separation: swing producers?
…1966. Today, tens of thousands of PSA plants purify hydrogen, biogas, polymers, nitrogen/oxygen and possibly in the future, can capture CO2? This 16-page note explores the technology, costs, challenges, companies….
Omniscience: how will AI reshape the energy transition?
…in these areas, as explained on pages 17-18. What are the best AI opportunities for companies and decision-makers in the energy transition? Our key conclusions are summarized on page 19….
Polyester: production process?
…here and here). In principle, if 85M acres of land could be reforested, it would absorb c500MTpa of CO2, or 1% of today’s global CO2 emissions. Leading companies in polyester…
Crude to chemicals: there will be naphtha?
…So it is often said oil refiners should ‘become chemicals companies’. It depends. This 18-page report charts petrochemical pathways and sees greater opportunity in chemicals that can absorb surplus BTX….
Acetylene: production costs?
…chains. Companies producing acetylene include many of the usual suspects in chemicals and industrial gases, such as BASF, Linde, Air Products, Air Liquide, Praxair, LyondellBasell, Asia Technical Gas and many…
Naphtha cracking: costs of ethylene, propylene and aromatics?
…CO2 overall emissions get ascribed to different products (e.g., should CO2 be ascribed by product mass or product value?). Some of the leading companies providing naphtha cracking process technologies include…