the research consultancy for energy technologies
This data-file quantifies the CO2 intensity of oil sands production: disaggregating averge emission factors for both mining operations and SAGD. Emissions are estimated for running trucks, bitumen extraction, steam-flooding, upgrading,…
…“dirtier” fuel than coal (chart below, model here). Is this comparison apples-to-apples? After tabulating EPA disclosures, we find that the US underground coal mining industry emitted 1.4MT of methane in…
This data-file quantifies utilization rates by industry, which tend to average 80-90%, especially in manufacturing and materials contexts. The highest utilization rates are found in oil and gas, refineries, mining,…
…into the pace of technology development in sectors such as solar, nuclear, mining and polymers. Patent filings by major sector in the US China and Japan The full data-file breaks…
This data-file estimates drone inspection costs, for the construction and resources industries, using bottom-up numbers from technical papers. $179.00 – Purchase Checkout Added to cart Drones can be used to inspection mining,…
…pages 16-18, including profiles of ten public companies, from incumbents to early-stage developers. Rare Earth metals are a common by-product of uranium mining and also relevant to the energy transition….
…lithium futures prices (in $/ton). Short notes on the market follow in the final tab of the data-file. We see a growing role for lithium mining and lithium from brines….
…mine and brine assets since 2014 (chart below). We have also screened Albemarle’s patents. Other mature lithium mining and lithium brine companies are captured in our screen of lithium producers,…
…of copper production depend heavily on ore grade and mining/refining technology. We estimate that a 0.1% reduction in future copper ore grading increases marginal cost by around 10% and CO2…
…would be world-changing, given our recent research finds 50% upside to lithium prices in the energy transition and 50T CO2/ton Li for marginal spodumene mining (note here). Overall Lilac’s patents…