Search results for: “climate model”
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Flaring reduction: screen of service and equipment companies?
This data-file is a screen of companies that can reduce routine flaring and reduce the ESG impacts of unavoidable residual flaring. The landscape is broad, ranging from large, listed and diversified oil service companies with $30bn market cap to small private analytics companies with
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DC-DC power converters: efficiency calculations?
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC power converters’ electrical efficiency, which will typically be around 95%. Losses are higher at low loads. We think there will be upside for increasingly high-quality…
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Sabatier process: synthetic natural gas costs?
The Sabatier process combines CO2 and hydrogen to yield synthetic natural gas using a nickel catalyst at 300-400C. A gas price of $100/mcf is needed for a 10% IRR, energy penalties exceed 75% and CO2 abatement cost is $2,000/ton?
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Membrane Technology and Research: CCS breakthrough?
Membrane Technology and Research Inc. (MTR) is a private company, specializing in membrane separations, for the energy industry, chemicals and increasingly, CCS. Its Gen 2-3 Polaris membranes have 50x CO2:N2 selectivity, 2,000-3,000 GPU permeabilities, and are at TRL 6-7. Is there a moat?
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Electrasteel: renewable steel breakthrough?
Electra is developing an electrochemical refining process, to convert iron ore into high purity iron, and ultimately into steel, using only renewable electricity. It has raised c$100M, gained high-profile backers, and is working towards a test plant. This 9-page note reviews an exceptionally detailed patent, finds clear innovations, but also some remaining risks and cost…
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Wind turbine generators: DFIGs or Rare Earth magnets?
Wind turbines can use doubly fed induction generators (DFIGs) or permanent magnet synchronous generators (PMSGs) based around Rare Earth metals. This data-file captures the trends in DFIGs vs PMSGs over time by tabulating 40 examples, as turbines have grown larger, and different wind turbine manufacturers have adopted different strategies.
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Cryogenic air separation: company screen?
Over $100bn pa of industrial gases and $5-6bn pa of cryogenic air separation plants are produced each year. This data-file is a screen of leading industrial gas companies and cryogenic air separation companies, breaking down their market share (number of ASUs constructed) history, geography, sales and headcounts.
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Topsoe: autothermal reforming technology?
Topsoe autothermal reforming technology aims to maximize the uptime and reliability of blue hydrogen production, despite ultra-high combustion temperatures from the partial oxidation reaction, while achieving high energy efficiency, 90-97% CO2 capture and
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Adiabatic flame temperature: hydrogen, methane and oil products?
At an idealized, 100% stoichiometric ratio, the adiabatic flame temperature for natural gas is 1,960ºC, hydrogen burns 300ºC hotter at 2,250ºC and oil products burn somewhere in between, at around 2,150ºC. The calculations show why hydrogen cannot always be dropped into an existing turbine or heat engine.
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Alterra Energy: technology review?
Alterra Energy has steadily been refining its plastic recycling technology since 2017. The company recently signed license agreements with Neste and Freepoint. The technology is a continuous reactor, with seven discrete stages, using scavengers to remove contaminants, and patented hardware to minimize fouling and devolatilize chars.
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