Solar surface: silver thrifting?
…separate materials where our solar ramp-up is likely to consume well over 20% of today’s total global market balances. However, this is assuming materials intensity remains constant (in grams/kW or…
Energy transition: the very hungry caterpillar?
The universe of energy transition stocks seems small at first. 50 clean tech companies have $1trn in combined value, less than 1% of all global equities. But decarbonizing the world…
Hydrogen: overview and conclusions?
…want to decarbonize the global energy system. It therefore seems strange to take 100MWH of usable, high-grade, low-carbon electricity, and convert it into 40MWH of hydrogen energy, when you could…
DC-DC power converters: efficiency calculations?
…circuits. The global market is $15-20bn per year and growing at 12% per year. These devices are used seemingly everywhere as the world electrifies. From IT equipment and smartphones, to…
Flue gas desulfurization: costs of SO2 scrubbers?
…global regulations increasingly limit sulphur in exhaust gases to below 50-300ppm (data here). As a result, 250 coal-fired power plants in the US alone have installed 850 flue gas desulfurization…
Development capex: long-term spending from Oil Majors?
…of global production. Development capex by region: gaining share? The US has always been the most favored destination, attracting c25% of all development capex, both offshore (e.g., Gulf of Mexico)…
Magnets and permanent magnets: company screen?
The global magnet industry is fragmented across hundreds of suppliers, including 800 in Asia-Pacific. The total market is worth $20bn pa. The purpose of this data-file is to highlight a dozen…
Vacuum pumps: company screen?
The global market for vacuum pumps is worth $15bn per year, with growing importance for making semiconductors, solar panels and AI chips. This data-file reviews ten leading companies in vacuum…
Newlight AirCarbon: bioplastics breakthrough?
…de-risk cost and capex aspirations. $449.00 – Purchase Checkout Added to cart Global plastic demand likely rises from 470MTpa in 2022 to almost 800MTpa by 2050 (model here). Biodegradable bioplastics are a…
Crude to chemicals: there will be naphtha?
…driven by demand for advanced polymers and textiles. Global plastic demand is modelled here, and discussed on pages 4-5. The very same molecules being displaced from the gasoline pool are…