Fluorinated polymers: flying under the radar?
…and maybe secondarily silver. When you think about wind, you are primarily going to think about glass fiber, and maybe secondarily resins. When you think about batteries, you are primarily…
Runaway train: energy, interest rates and inflation?
…more materials becomes harder. Unfortunately solar panels do not grow on trees. Building more solar requires building more PV silicon, or silver, or copper production facilities. These are also capital…
Copper: the economics?
…It is not unimaginable that copper prices could reach $15,000/ton in an aggressive energy transition scenario, if you stress-test the model. There is no silver bullet to decarbonize primary copper…
Energy economics: an overview?
…Ammonia, Carbon Fiber, Cement, Copper, Cyanides, Desalination, Glass, H2O2, Hydrogen, Industrial Gases, Lithium Batteries, Methanol, NaOH/Cl2, Nitric Acid, Paper, Plastics, Silicon, Silver, Steel, Wood Products. As a rule of thumb,…