Search results for: “companies”
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Froth flotation: the economics?
The costs of froth flotation are aggregated in this data-file, building up the typical capex costs (in $/Tpa), energy costs (in kWh/ton) and other opex lines (in $/ton) of one of the most important processes for the modern metals and materials industry. A good rule of thumb is $10/ton costs to concentrate a material by…
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Eaton: breakdown of revenues by product category?
Eaton is a power-electronics super-giant, listed in the US, employing 86,000 people, generating $20bn per year of revenues. We have aimed to guess how $20bn pa of net sales is distributed across 200 different product categories. 75% is exposed to power-electronics, with tailwinds in the energy transition.
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CH4 context: the largest methane leaks of all time?
Global methane emissions run to 360MTpa. 40% is agriculture, 40% is the energy industry and 20% is landfills. Within energy, over 30% of the leaks are from coal, 30% are from oil, 27% are from gas. This short note quantifies some of the largest methane leaks of all time, and provides context for the recent…
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Tigercat: forestry and timber innovations?
Tigercat is a private company, founded in 1992, headquartered in Ontario, Canada, with c2,000 employees. The company produces specialized machinery for forestry, logging, materials processing and off-road equipment. Our patent review has found a moat around reliable, easy-to-maintain, mobile and efficient forestry equipment.
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Fluorinated polymers: flying under the radar?
Fluorinated polymers are a stealth bottleneck for the energy transition: used in solar back-sheets, battery binders/separators, wind blades, and across the hydrogen chain. They are easily overlooked. This 400kTpa market grows 6x by 2050. Markets are already tight. And the ‘CO2 curve’ is very steep. Our 15-page report explores the market, the upside and who…
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Refrigerants: leading chemicals for the rise of heat pumps?
This data-file is a breakdown of c1MTpa of refrigerants used in the recent past for cooling, across refrigerators, air conditioners, in vehicles, industrial chillers, and increasingly, heat pumps. The market is shifting rapidly towards lower-carbon products, including HFOs, propane, iso-butane and even CO2 itself. We still see fluorinated chemicals markets tightening.
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Global energy demand: by region and through 2050?
This model captures global energy demand by region through 2050, rising from 70,000 TWH in 2019-22 to 120,000 MWH in 2050. Demand rises c2% pa. Energy use per global person rises at 1% pa from 9.3 MWH pp pa to 12.6 MWH pp pa. Meeting human civilization’s energy needs is crucial to the energy transition.
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Electrification: the rings of power?
Electrification is the largest, most overlooked, most misunderstood part of the energy transition. Hence this 10-page note aims to explain the upside, simply and clearly. Electricity rises from 40% of total useful energy today to 60% by 2050. Within the next decade, this adds $2trn to the enterprise value of capital goods companies in power…
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Cable installation vessels: costs and operating parameters?
This is a database of cable installation vessels for offshore wind and power transmission; tabulating costs (in $M), contract awards (in $/km), capacity (in tons), installation speeds (in meters per hour), power ratings (in MW), crew sizes and positioning systems. There is a paradox over costs.
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Offshore wind: installation vessels and time per turbine?
Wind turbine installation vessels are estimated to cost $100-500/kW in the breakdown of a typical offshore wind project’s capex. Total offshore construction time is around 10 days per turbine. Wind turbine installation vessel use averages around 5 days per turbine. Data from past projects are tabulated in this data-file.
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