the research consultancy for energy technologies
…to rule them all. However, if you understand the thermodynamics of prime movers, you will inevitably conclude that the world is evolving towards solar, semi-conductors, electro-magnetic motors, lithium batteries and…
Redox flow batteries have 6-24 hour durations and require 15-20c/kWh storage spreads. They will increasingly compete with lithium ion batteries in grid-scale storage. Does this unlock a step-change for peak…
…“semi-solid” lithium ion battery technology, offering greater energy density and lower costs. It is the main technology provider for Freyr, Kyocera’s Enerezza product line, and being fine-tuned for use in…
…do redox flow batteries compare to lithium ion batteries? Overall we think that for long-duration, grid-scale electricity storage, redox flow batteries are looking more economical than lithium ion, especially once…
…compared with lithium cells and lithium battery storage. Finally, we think there may be other applications of phase change materials that do not simply accomplish energy storage, but also reductions…
…chains that have crossed our screen, such as lithium, uranium or copper, and similar models could be translated across. https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/uranium-mining-the-economics/ https://thundersaidenergy.com/downloads/copper-the-economics/ https://thundersaidenergy.com/downloads/energy-costs-of-mining-processes/ https://thundersaidenergy.com/downloads/mine-trucks-transport-economics/ (7) Where is it produced? Output…
…direct lithium extraction. We still think that pre-existing technologies, in both spaces, have a long runway ahead, without necessarily being disrupted. Other engineered hydrogen approaches have interested us. https://thundersaidenergy.com/2024/08/15/natural-hydrogen-going-for-gold/ https://thundersaidenergy.com/2022/04/21/direct-lithium-extraction-ten-grains-of-salt/…
…going to think about lithium, and then maybe secondarily graphite or nickel. Fluorinated polymers are lower on the bill of materials. Yet they are crucial to producing solar panels (page…
…20-25% for 2025-30. The weakness has impacted auto-makers, lithium markets and other materials, as shown on pages 2-3. So, will EV sales start reaccelerating, or conversely, could they even flatline?…
Supercapacitors may eclipse lithium ion batteries? This research report outlines the opportunity for supercapacitors in transport and industry. Their energy density is improving. Potential CO2 savings could surpass 1bn tons…