Global vehicle sales by manufacturer?
Global vehicle sales by manufacturer are broken down in this screen. 20 companies produce 85% of the world’s vehicles, led by Toyota, VW, Stellantis, GM and Ford. The data-file contains…
LNG trucks: Asian equation?
…+/- 5% per year. This creates volatility in demand for backups – e.g., LNG – and greater regional arbitrage potential. LNG trucks play into this theme. Companies and opportunities are…
Global uranium supply-demand?
…our screen of uranium producers, which also has more commentary on the underlying companies developing various projects. Notes on each project in our global uranium supply-demand model can be viewed…
Gas turbines: what outlook in energy transition?
…on pages 14-15. Another attribute of the gas turbine market is its high market concentration. Leading companies in gas turbines are noted on page 16. $549.00 – Purchase Checkout Added to cart…
Energy transition: the triple challenge?
…the new US administration may introduce surprising policies. One proposal that resonates with us is a “first mover tax credit” to help companies justify investments that will de-risk new technologies…
Howmet: turbine blade breakthroughs?
…steel, improving fuel efficiency by 5% and/or 3% greater payload capacity on 18-wheeler trucks. Advanced metal businesses might be considered an example of companies meeting the triple challenge of energy…
Grid-forming inverters: islands in the sun?
…by 2-4x, per pages 8-9. Our estimates of market sizing for grid-forming inverters are outlined on page 10 and a short screen of leading grid-forming inverter companies is on page…
Uranium enrichment: by country, by company, by facility?
…via four main companies: Rosatom, CNNC, Urenco and Orano. All are majority state-owned, although E.On and RWE both own one-sixth of Urenco. Untangling the global uranium value chain requires educated…
Cool concept: absorption chillers, data-centers, fuel cells?!
…getting overly excited, hence some recent successes and issues are summarized on pages 12-13. Companies producing absorption chillers and solid oxide fuel cells, including our review of Bloom Energy’s patents,…
LNG plant compressors: chilling goes electric?
…the capex (in $/Tpa terms) on page 10, including the leading companies winning order flow on page 11. Advantages and challenges of eLNG are discussed on page 9 and pages…