Search results for: “lithium”
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Global trade: balance or darkness?
Global trade has been growing more adversarial. US foreign relations are also shifting. Hence this 16-page note maps 20 trade categories, across energy, materials and capital goods; in each case, breaking down global imports by source, and global exports by destination. Our top ten conclusions follow.
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Drone deployment: vertical take-off?
Drones cost just $1k-100k each. They may use 95-99% less energy than traditional vehicles. Their ascent is being helped by battery technology and AI. Hence this 14-page report reviews recent progress from 40 leading drone companies. What stood out most was a re-shaping of the defense industry, plus helpful deflation across power grids, renewables, agriculture,…
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Capital goods market sizes: by category, by country?
This data-file tabulates globally traded capital goods market sizes, based on the values of products exported from different countries-regions. Specifically, commodity Code 84 represents machinery and mechanical appliances, worth $2.5trn pa in 2023. About half of that represents classic capital goods categories, as decomposed in the chart above. Our top five conclusions follow below.
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Battery recycling: long division?
Recycling lithium batteries could be worth $100bn per year by 2040 while supporting electric vehicles’ ascent. Hence new companies are emerging to recapture 95% of spent materials with environmentally sound methods. Our 15-page note explores what it would take for battery-recycling to become both practical and compelling.
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Global oil demand forecasts: by end use, by product, by region?
This model forecasts long-run oil demand to 2050, by end use, by year, and by region; across the US, the OECD and the non-OECD. We see demand gently rising through the 2020s, peaking at 105Mbpd in 2026-28, then gently falling to 85Mbpd by 2050 in the energy transition.
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Global hydrogen: market breakdown?
This data-file is a global hydrogen market breakdown, disaggregating the 110MTpa market (mainly ammonia, methanol and refining), how it is met via different production technologies, and our estimates of those technologies’ costs (in $/kg) and CO2 intensities (in kg/kg or tons/ton).
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Energy transition technologies: the pace of progress?
This data-file captures over 250,000 patents (ex-China) to assess the pace of progress in different energy transition technologies, yielding insights into batteries (high activity), autonomous vehicles and additive manufacturing (fastest acceleration), wind and solar (maturing), fuel cells and biofuels (waning) and other technologies.
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Energy transition technologies: the pace of progress?
This 3-page note captures over 250,000 patents (ex-China) to assess the pace of progress in different energy transition technologies, yielding insights into lithium ion batteries (high activity), autonomous vehicles and additive manufacturing (fastest acceleration), wind and solar (maturing), fuel cells and biofuels (waning) and other technologies.
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Energy storage: batteries versus supercapacitors?
Supercapacitors may eclipse lithium ion batteries in the hybridization of transport and industry. Their energy density is improving. Potential CO2 savings could surpass 1bn tons per year. IRRs of 10-50% can be achieved, even prior to CO2 prices. These are our conclusions after reviewing 2,000 Western patents. We profile the leading companies exposed to the…
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Tesla: where’s the IP?
This data-file compiles all of Tesla’s patents, classifies them across 1,000 patent families, and describes their innovations. Our conclusion is that Tesla holds less patented IP than rival auto-companies. However, where it has filed patents, it is more focused on pure EV innovations, including recently, big data solutions and improved batteries in 2019-20.
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