Search results for: “lithium”
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Hydrogen production via electrolysis: technology leaders?
This data-file tabulates the pace of progress into developing water electrolysers for green hydrogen production, looking across 13,600 patents globally. Fifteen leading companies are compared and contrasted.
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Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?
This data-file contains energy transition market sizing analysis, for hydrocarbons, new energies, capital goods and materials in $bn pa, integrating over 1,000 items of energy transition research and our latest roadmap to net zero. In aggregate, energy, materials and transition-related markets double from $25 trn pa to $50 trn pa.
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Electric trucks: what battery sizes?
An electric truck would need a 15 ton battery to match the c2,500-mile range of a diesel truck. However, larger batteries above c8-tons detract 10% from fuel economy and may cause trucks to exceed regulatory weight limits, lowering their payload capacities. 4-6 ton batteries with 700-1,000km ranges are optimal.
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Quantumscape: battery breakthrough?
This data-file reviews 25 of QuantumScape’s 2019-20 patents, in order to substantiate its claims of a solid-state battery than can achieve c50-100% higher energy density than conventional lithium ion batteries, 3x faster charging, while also surviving hundreds of charge-discharge cycles without degradation.
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Solid state batteries: will they change the world?
Solid state batteries promise 2x higher energy density than traditional lithium ion, with 3x faster charging and lower risk of fires. They could re-shape global energy, especially heavy trucks. But the industry has been marooned by uncontrollable cell degradation. QuantumScape’s disclosures suggest it is light years ahead. But costs may remain high.
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Energy economics: an overview?
This data-file provides an overview of energy economics, across 175 different economic models constructed by Thunder Said Energy, in order to put numbers in context. This helps to compare marginal costs, capex costs, energy intensity, interest rate sensitivity, and other key parameters that matter in the energy transition.
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StoreDot: battery breakthrough?
StoreDot is developing “extreme fast-charging” batteries for electric vehicles, using a proprietary range of nanomaterial additives. It claims prototype cells can charge 5-6x faster than conventional lithium ion. This data-file assesses StoreDot patents from 2019-20, looking to de-mystify its breakthroughs.
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Enovix: battery breakthrough?
Enovix has developed a 3D silicon lithium-ion battery, 5-years ahead of the broader industry, with 2x higher energy density. The company went public via SPAC in February-2021, with an implied post-deal valuation of $1.12bn. This data-file assesses its technology breakthroughs.
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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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Carbon leakage: China versus the West, 1999-2019
The purpose of this data-file is to assess how ‘industrial activity’ has changed, in China and in the West (US and Europe), from 1999-2019, as a proxy for ‘carbon leakage’. We find heavier industrial activity is down 12% in the West over this 20-year period, and up 6.5x in China.
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