the research consultancy for energy technologies
Recycling lithium batteries could be worth $100bn per year by 2040 while supporting electric vehicles’ ascent. Hence new companies are emerging to recapture 95% of spent materials with environmentally sound…
…grid-scale batteries, which can lower energy bills by 10-30% and uplift IRRs. Revenues are targeted to grow at a c50% CAGR. Stem’s patents are visibly focused on software (>80%) rather…
…structural ascent of lithium ion batteries for electric vehicles? $399.00 – Purchase Checkout Added to cart Our first conclusion is that the current lithium industry is heavily concentrated, as eight companies effectively…
…or lithium batteries, where China dominates the supply chain cannot be measured in this data-file, as there is no 1999 baseline. The data-file also quantifies the share of different energy…
Our global decarbonization models effectively burn through the world’s entirely terrestrial cobalt resources (data file here), mostly in EV batteries, making it one of the most crucial materials for an…
…In turn, this means we expect c$100bn pa growth in the market for compensatory power-electronics solutions by 2030 (this number excludes grid-scale batteries). Different devices, examples, market sizes and costs…
This note evaluates how sustained gas shortages could re-shape power markets (chart above). Nuclear is the greatest beneficiary, as its cost premium narrows. The balance also includes more renewables, batteries…
Sila Nanotechnologies was founded in Silicon Valley in 2011, to develop smaller and denser batteries, using silicon-comprising nano-particles in the battery anodes. Thus it claims to have made “the biggest…
…0.9% of the solar generation was curtailed. The uneven distribution is somewhat unhelpful for the economics of grid-scale batteries. We estimate that 10% of the curtailment could be avoided by…
…electrodes are aimed at “dramatically reducing” costs of lithium ion batteries, with higher energy density, safety and reliability, for use in battery storage (to replace gas peakers) and in electric…