HJT solar: Indium summer?
…low and many industrial metals are unloved in 2023’s macro environment. We have screened 35 indium producers. Eight listed companies are discussed on pages 14-16. $499.00 – Purchase Checkout Added to cart…
Propylene oxide: production costs?
…by the US IRA. Companies pursuing this CO2-absorbing polyurethanes include Novomer (acquired by Aramco) and Empower Materials. Please download the data-file to stress test propylene oxide production costs, as a…
Energy transition: active duty?
…in the refinery database below, as well as c50 broader data-files appraising CO2 intensity by industry. https://thundersaidenergy.com/downloads/us-refiners-co2-cost-curve/ (10) Technology opportunities? Finally, earlier-stage companies are increasingly raising capital, even becoming listed…
New energies: the age of materials?
…technologies could see more versus less deflation? Some ideas are on page 13. Advanced materials companies for the energy transition have stood out in our research, especially as new energies…
Fans and blowers: costs and energy consumption?
…global market today. Underlying data into the capex, energy consumption and volumetric flow rates are tabulated in the tabs overleaf, simply aggregating public disclosures across companies supplying fans and blowers….
DAC to the future?
A new wave of DAC companies has been emerging rapidly since 2019, targeting 50-90% lower costs and energy penalties than incumbent S-DAC and L-DAC, potentially reaching $100/ton and 500kWh/ton in…
Verdox: DAC technology breakthrough?
…voltage, then later releases the CO2 by applying a reverse voltage. Our recent DAC review sees potential in this approach, including via a rising number of next-generation DAC companies. The…
Global polysilicon production capacity?
…production by facility, by company, by region, by country and over time. China now controls almost 90% of the world’s polysilicon production capacity, with six large Chinese companies comprising over…
Semiconductor physics: pièce de resistance?
…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…
Redox flow batteries: for the duration?
…11-12. Who are the leading companies in flow batteries? We can find smaller specialists, some listed, some private, and growing activity from listed large-caps on pages 13-14. Global Vanadium Production…