the research consultancy for energy technologies
…energy transition from first principles… Energy theory from first principles: energy units, thermo-dynamics, electricity, electrochemistry, magnets and motors and semiconductors. https://thundersaidenergy.com/2022/08/25/energy-units-life-the-universe-and-everything/ Decarbonization technologies from first principles: renewables, batteries, EVs, EV charging, lithium…
…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…
…in the energy transition. We look at why lithium miners will tend to over-earn and wind turbine manufacturers will tend to under-earn (pages 6-8). There is value in niches. Smaller…
…lithium ion battery, or a rectified wind turbine generator comes in the form of Direct Current, i.e., a steady flow of charge. However, power is transmitted and mostly consumed as…
…increasing at a 19% CAGR over the past ten-years, although the pace of progress is still c10x slower than for other technologies such as lithium ion batteries. Leading companies are…
…or lithium batteries, where China dominates the supply chain cannot be measured in this data-file, as there is no 1999 baseline. The data-file also quantifies the share of different energy…
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…
Enovix has developed a 3D silicon lithium-ion battery, which is 5-years ahead of the broader industry, with 2x higher energy density, around 900Wh/liter. $399.00 – Purchase Checkout Added to cart Specifically, silicon…
StoreDot is developing “extreme fast-charging” batteries for electric vehicles, using a proprietary range of nanomaterial additives. It claims its prototype cells can charge 5-6x faster than conventional lithium ion. The…
…Ammonia, Carbon Fiber, Cement, Copper, Cyanides, Desalination, Glass, H2O2, Hydrogen, Industrial Gases, Lithium Batteries, Methanol, NaOH/Cl2, Nitric Acid, Paper, Plastics, Silicon, Silver, Steel, Wood Products. As a rule of thumb,…