Search results for: “companies”
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Carbon fiber: energy economics?
Carbon fiber production costs are estimated at $25/kg in this data-file, in order to generate a 10% IRR at a new world-scale carbon fiber plant. Energy economics are broken down across the value chain. The production process will likely emit 30 tons of CO2 per ton of carbon fiber if powered by a mixture of…
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ChargePoint: electric vehicle charging edge?
ChargePoint is the leading provider of Level 2 EV charging stations in the US and aims to help electrify mobility and freignt. Our review finds a library of simple, clear, specific and easy-to-understand patents. More debatable are the technology edge and future IP defensability.
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Carbon fiber: the miracle material?
Energy transition will catapult carbon fiber demand upwards from today’s 120kTpa baseline, across wind turbine blades, more efficient vehicles and hydrogen tanks. Hence this 16-page note explores opportunities, economics, CO2 intensity and leading companies.
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Nature based CO2 removals: theory of evolution?
Learning curves and cost deflation are widely assumed in new energies but overlooked for nature-based CO2 removals. Support for NBS has already stepped up sharply in 2021. This 15-page note finds the CO2 uptake of well-run reforestation projects could double again.
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Synchronous condensers: the economics?
This data-file captures the costs of installing a synchronous condenser, downstream of a renewable power facility, to emulate the inertia, reactive power and short circuit power from conventional generators. 1.0 – 2.5 c/kWh of costs may be added to the power supplies flowing out of the SC.
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Carbon-offset equities’ Scope 1&2 CO2 emissions?
This data-file quantifies the look-through Scope 1&2 CO2 emissions of a basket of 35 MSCI ACWI companies. Hence, we have calculated what share of dividend income would be absorbed in each case, if an investor were to divert some of these dividends into high-quality nature-based CO2 removals.
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Pressure ratings: industrial and energy processes?
The purpose of this data-file is to chart the typical pressures of industrial processes and energy processes, as a useful reference. We are all used to 1 atmosphere of pressure, which is 1.0125 bar, 0.10125 MPa and 14.7 psi. But what pressures do industrial processes use?
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Glass fiber: what upside in the energy transition?
Glass fiber makes up 50% of a wind turbine blade, lightens vehicles and insulates homes for 30-70% energy savings. Hence we see demand rising 3.5x in the energy transition. To appraise the opportunity, this 13-page note assesses the market, costs, CO2 intensity and leading companies.
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Nuclear fusion: what are the challenges?
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. The goal of this 20-page note is simply to understand the challenges for fusion reactors, especially deuterium-tritium tokamaks. Innovations need to improve EROI, stability, longevity and costs.
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Fuel retail: economics of a petrol station?
This data-file captures the economics for a fuel-retailing “petrol station” to earn a 10% IRR. A typical EBIT margin is 17c/gallon; with a c6% margin on direct fuel sales; plus 10-20% of revenues from convenience retail at a higher, c25-30% margin.
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