This 13-page note summarizes the key conclusions across all of our research from 1H24, concisely, for busy decision-makers. We highlight 101 companies exposed to AI, which have come up in…
This data-file assesses the outlook for 30 plastic recycling companies, including next-generation plastic recycling or pyrolysis. This group is operating (or constructing) 100 plants around the world, which use chemical…
…next-generation nuclear companies. The median one employs 100 people, is developing a 150MWe reactor, and could reach commerciality by 2035. However, in the past 2-years, 6 companies (i.e., 20%) saw delays or…
…to aggregate details, into a screen of companies detecting methane leaks and manufacturing equipment to minimize methane leaks. Looking across the screen, 50 companies are noted in the data-file. Around…
…(explained here). This data-file covers solar inverter companies and the costs of solar inverters. Twenty companies account for about 90% of global inverter shipments, and the ‘top five’ account for…
This data-file aims to screen coal companies, especially fifteen of the largest Western coal producers. This group produced around 500MTpa of thermal coal and 100MTpa of metallurgical coal from the…
Leading direct air capture companies (DAC companies) are assessed in this data-file, aggregating company disclosures, project disclosures and other data from patents and technical papers. The landscape is evolving particularly…
…description of their offering. The screen includes companies listed in the US, Europe, Japan and private companies. The landscape also includes a large degree of consolidation recently. The costs of…
…projects tab. 20 companies make up the c$1bn pa superconducting cables industry. Leading companies in superconductors have been highly active in the past projects tabulated above. They include listed companies…
…have tabulated 15 copper companies’ size, type, headcount, patent count, production, reserves, RP ratio, relative exposure, key assets and other notes in this data-file. These 15 leading companies produce half…