Search results for: “fluorinated”

Energy storage: top conclusions into batteries?

Thunder Said Energy is a research firm focused on economic opportunities that can drive the energy transition. Our top ten conclusions into batteries and energy storage are summarized below, looking across all of our research.
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April 4, 2023

Membrane Technology and Research: CCS breakthrough?

Membrane Technology and Research Inc. (MTR) is a private company, specializing in membrane separations, for the energy industry, chemicals and increasingly, CCS. Its Gen 2-3 Polaris membranes have 50x CO2:N2 selectivity, 2,000-3,000 GPU permeabilities, and are at TRL 6-7. Is there a moat?
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Global vehicle fleet: vehicle sales and electrification by region?

We have modeled the global light vehicle fleet, light vehicle sales by region, and the world’s shift from internal combustion engines (ICEs) towards electric vehicles (EVs) through 2050. Our base case model sees almost 200M EV sales by 2050, and a c40% decline to around 1bn combustion vehicles in the world’s fleet by 2050.
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Electric vehicle: battery life?

Electric vehicle battery life will realistically need to reach 1,500 cycles for the average passenger vehicle, 2,000-3,000 cycles after reflecting a margin of safety for real-world statistical distributions, and 3,000-6,000 cycles for higher-use commercial vehicles. This means lithium ion batteries may be harder to displace with novel chemistries?
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Lithium ion battery volumes by chemistry and use?

The lithium ion battery market reached 900GWH in 2023, representing 7x growth in the past half-decade since 2018, and 20x growth in the past decade since 2013. Volumes treble again by 2030. This data-file breaks down global ithium ion battery volumes by chemistry and be end use. A remarkable shift to LFP is underway, and…
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