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Search results for: “companies”

  • DAC companies: direct air capture screen?

    DAC companies: direct air capture screen?

    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 rapidly, trebling in the past half-decade, especially towards novel DAC solutions.

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  • Harmonic filters: leading companies?

    Harmonic filters: leading companies?

    This data-file screens 20 leading companies in harmonic filters, tabulating their size, geography, ownership details, patent filings and a description of their offering. Active harmonic filters reduce total harmonic distortion below 5%, with 97% efficiency, within 5 ms. Half a dozen companies stood out in our screen, including one large, listed Western capital goods company.

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  • Superconductor screen: projects, materials, companies?

    Superconductor screen: projects, materials, companies?

    This superconductor screen summarizes all of our work into superconductors, screening past projects, active companies, superconductor materials and the properties of commercial HTS tapes. Five listed companies in Europe, Japan and the US are particularly important for superconducting cable projects to relieve grid bottlenecks?

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  • Solar trackers: leading companies?

    Solar trackers:  leading companies?

    This data-file summarizes the leading companies in solar trackers, their pricing (in $/kW), operating margins (in %), company sizes, sales mixes and recent news flow. Five companies supply 70% of the market, which is worth $10bn pa, and increasingly gaining in importance?

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  • CMOS image sensors: leading companies?

    CMOS image sensors: leading companies?

    This screen captures a dozen leading companies in CMOS image sensors, which underpin modern digital imagery, from cell-phone cameras to vehicle applications to industrial robots with “machine vision”. It is a concentrated landscape, with incumbents in Japan, Korea, the US and Europe, and fast-growing Chinese competitors. What upside here amidst the rise of AI?

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  • Wildfire suppression companies?

    Wildfire suppression companies?

    1-2bn acres of land burns globally each year, which could increase by over 35% due to climate change. Hence this data-file screens emerging companies in wildfire suppression, which are focused on preventing, detecting and containing wildfires. The most commonly used methods are drones and AI. Thus adapting to climate change requires more energy not less?

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  • Copper companies: a screen of leading producers?

    Copper companies: a screen of leading producers?

    This data-file is a screen of the world’s largest copper companies, across c15 miners and producers that produce half of the global market, averaging 0.9MTpa each, deriving 35% of their EBITDA from copper, at 35% EBITDA margins, with a reserve life of 27-years. Summary details are given for each copper company, and their recent AI…

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  • Power-MOSFETs: leading companies?

    Power-MOSFETs: leading companies?

    Power MOSFETs are an energy transition technology, the building block behind inverters, DC-DC converters, EV drive trains, EV chargers and other renewables-battery interfaces. Hence this data-file is a screen of companies making power MOSFETs, especially new and higher-efficiency devices using Silicon Carbide as the semi-conductor.

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  • HVDC transmission: leading companies?

    HVDC transmission: leading companies?

    The global HVDC market is $10bn pa, and it might typically cost cโ‚ฌ100-600 M to connect a large and remote renewables project to the grid or run a small HVDC inter-connector. This data-file reviews the market leaders in HVDC, based on 5,500 patents. A dozen companies stand out, with c$40bn of combined revenues from power…

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  • STATCOMs and SVCs: leading companies?

    STATCOMs and SVCs: leading companies?

    This data file looks for leading companies in STATCOMs and SVCs by aggregating all Western patents that refer in their title, abstract or claims to “STATCOMs”, “Static VAR Compensators”, or similar. ABB (now part of Hitachi), Siemens Energy and GE stand out as Western leaders in a concentrated space, although competition is growing.

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