Search results for: “companies”
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Marcellus shale: well by well production database?
This large data-file tracks activity, well-by-well, across c11,000 wells in the Pennsylvania Marcellus, month-by-month, from 2015-2021. First tier operators stand out, especially as the basin has consolidated. They achieve higher IP rates and have been able to do more with less.
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Global nickel production by company?
25 companies dominate the world’s nickel production, although the supply chain is heavily split between battery-grade materials, Class I metals, and lower-grade products. Each company is summarized, according to its size and asset base. CO2 intensity varies by a very wide 10x margin, from sub-10 tons/ton nickel to 100 tons/ton.
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Graphite production: the economics?
This data-file captures simplified costs for producing battery-grade graphite (i.e., 99.9% pure, coated, spheronized graphite) in an integrated facility, from mine to packaged output. Our marginal cost is estimated at around $10,000/ton for a 10% IRR. CO2 intensity varies but averages 10kg/kg.
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Lithium from brines: the economics?
This data-file approximates the costs of battery-grade lithium from brines, via traditional salars the emerging technology of direct lithium extraction. Costs are c40-60% lower than mined lithium in ($/ton of lithium carbonate equivalent). CO2 intensity is 50-80% lower (in kg/kg).
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General Fusion: magnetized fusion breakthrough?
General Fusion is developing a magnetized target fusion reactor, compressing plasma via high-pressure pistons. It hopes to commercialize 100-200MWe fusion reactors with 5-6.5c/kWh levelized costs of electricity in the late 2020s. Our patent de-risks several innovations. Although complexity is high and we note four residual risks for the technology.
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Albemarle: lithium, bromine, catalyst improvements?
Albemarle is a specialty chemicals company. Our patent screen de-risks incremental improvements in novel fire-proofing bromine compositions, further and better lithium pathways, and longer-lasting catalysts for cleaner fuels. Overall we think 70% of the patents are for technologies that will advance the energy transition in some way.
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Capacitor banks: raising power factors?
Power factor corrections could save 0.5% of global electricity, with $20/ton CO2 abatement costs in normal times, and 30% pure IRRs during energy shortages. They will also be needed to integrate more new energies into power grids. This note outlines the opportunity in capacitor banks, their economics and leading companies.
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24M: semi-solid battery breakthrough?
Semi-solid electrodes are aimed at “dramatically reducing” costs of lithium ion batteries, with 70-100% higher energy density, plus better safety and reliability, for use in battery storage and electric vehicles. 24M has a moat and is licensing technology to Freyr and Volkswagen.
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TerraPower: nuclear breakthrough?
TerraPower is one of the most active next-generation nuclear companies, with funding from Bill Gates, and 600 engineers working towards the first, 345MWe Natrium reactor before 2030. We could not entirely de-risk a “breakthrough” due to the breadth and novelty of its patents.
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Powin: grid-scale battery breakthrough?
Powin commercializes energy storage hardware and software. Its LFP battery system is 30% more compact than peers, at 200 MWH/acre, and modular, meaning it may be 50% faster to install. Our patent review finds a moat around specific process improvements, to help back up the short-term volatility of solar and wind.
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