the research consultancy for energy technologies
…vehicles, LED lighting, VFDs, CHPs, insulation, methane mitigation. https://thundersaidenergy.com/2023/03/23/eroei-energy-return-on-energy-invested/ Energetic industries from first principles: the internet, industrial gases, hydrogen, ammonia, steel, battery recycling, trucks, transport, compressors. The new age of electricity from first principles: transmission,…
…potential and economic potential. An electric arc furnace for steel recycling might typically have a low utilization as it is constrained by the ability to source scrap. A cement plant…
…demand in abundant global commodities are surprisingly hard to find. The Iron Age officially ended in AD43 when the Romans brought new technology to Britannia, yet global iron/steel demand remains…
…metals refineries (for example, indium is a by-product of refining zinc for galvanized steel), and in turn, metals refineries often tend to cluster around oil refineries (for petcoke, industrial gases,…
…gold. There are even attempts to electrowin steel. Green hydrogen is the electrochemical product of electrowinning water. For all of these systems, the required Voltage can be computed from the…
…blue ammonia, blue steel, blue chemicals. This has come out of nowhere. We think active managers can add value by latching on to new themes quickly. https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ (8) Bubble risks….
…crew costs, diesel prices, sand prices, tubular steel prices, cement prices and other more niche services. Stress-testing the model. You can flex input assumptions in the ‘NPV’ and ‘CostBuildUp’ tabs…
…called ‘carbon leakage’. $449.00 – Purchase Checkout Added to cart To do this, we have quantified volumes of specific materials (steel, aluminium, copper, plastics, glass, industrial acids) and manufactured goods (cars, refrigerators,…
This data-file models the economics of recycling spent lithium ion batteries, taking in waste cells at end-of-life, and recovering materials such as cobalt, nickel, manganese, copper, aluminium, lithium and steel….
…that are simply being vented at present, such as from the ethanol or LNG industries, but the ultimate running-room from this opportunity set is <200MTpa. Blue hydrogen, steel and cement…