the research consultancy for energy technologies
…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…
…Magnets, Manganese, Neodymium, Nickel, Palladium, Paper, PCB, Pegoterate, Phenol polymer, Pigment Black 28, Polybutyl Terephthalate, Polycarbonate, Polycarbonate Acrylonitrile, Polycarbonates, Polyimides, Polymers, Polyurethanes, Proprietary, PVC, Silica, Silicon, Silver, Sodium Oxide, Solder,…
…explosive. There are good innovations to address these challenges. Electrolyser innovations are also found in the patents. Two innovations stand out in particular. One is a nickel mesh, disposed between…
…fluorinated polymers and battery-grade nickel; then graphite and copper. We are less worried about cobalt. Our best data-file into materials used in a lithium ion battery, and their costs, is…
…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…
…in recessions? Commodities assessed in the data-file include oil, natural gas, coal, corn, iron ore (precursor to steel), aluminium, copper, zinc, nickel, platinum, silver and gold. Recessions assessed in the…
…more valuable fractions. It is a hydroconversion process, which upgrades fuel oil or other heavy crudes, using a slurried, nano-dispersed zeolite, impregnated with Molbdenum/Nickel sulphide salt catalyst, run at 380-440C….
…best be avoided by over-sizing the batteries. However, we also fear some battery projects may end up underwater and we see more muted upside for metals such as nickel and…
…10GTpa). This includes substantively all of the world’s metals, from copper, to lithium, to nickel, to graphite, to iron ore, to PGMs, to Rare Earths. It also includes over 1GTpa…
…Aurubis (TSE note here), while Boliden recycles copper and other metals, such as nickel (TSE note here). The glass industry comprises over 1,200 companies, across 2,160 sites, outputting over 200MTpa…