Search results for: “semiconductor SiC silicon”
-
Heating-melting: how much energy is needed?
How do we quantify the minimum energy needed to heat materials and melt materials? This data-file calculates values, in kWh/ton, from first principles, based on target temperatures, specific heat capacities and latent heat capacities. A good rule of thumb is 25 kWh of useful energy to heat each ton of material by each 100ºC.
-
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.
-
LED lighting: leading companies in LEDs?
20 leading companies in LED lighting are compared in this data-file, mostly mid-caps with $2-10bn market cap and $1-8bn of lighting revenues, listed in the US, Europe, Japan, Taiwan. Operating margins averaged 8% in 2022, due to high competition, fragmentation and inorganic activity. The value chain ranges from LED semiconductor dyes to service providers installing…
-
Vacuum pumps: company screen?
The global market for vacuum pumps is worth $15bn per year, with growing importance for making semiconductors, solar panels and AI chips. This data-file reviews ten leading companies in vacuum pumps, including one European-listed capital goods leader, a European pure-play and a Japanese-listed pure-play.
-
Solar module production by company?
The world produced over 400GW of solar modules in 2023, which is up 10x from a decade ago. This data-file breaks down solar module production by company and over time, comparing the companies by solar module selling prices ($/kW), margins (%), efficiency (%), transparency, and technology development.
-
Demand shifting: electrical flexibility by industry?
Demand shifting flexes electrical loads in a power grid, to smooth volatility and absorb more renewables. This database scores technical potential and economical potential of different electricity-consuming processes to shift demand, across materials, manufacturing, industrial heat, transportation, utilities, residential HVAC and commercial loads.
-
First Solar: thin film solar breakthrough?
First Solar is a solar manufacturer with capacity to produce 8GW of solar panels per year, using CdTe thin film technology. It has production in the US and uses 60% less energy than photovoltaic silicon. Efficiency is interesting. It is usually lower for CdTe than c-Si, but 70% of First Solar’s patents target improvements.
-
Lithium ion batteries: energy density?
Today’s lithium ion batteries have an energy density of 200-300 Wh/kg. I.e., they contain 4kg of material per kWh of energy storage. Technology gains can see lithium ion batteries’ energy densities doubling to 500Wh/kg in the 2030s, trebling to 750 Wh/kg by the 2040s, and the best possible energy densities are around 1,250 Wh/kg. This…
-
Cost of North Sea gas: project economics?
Marginal costs of a HPHT project in the UK North Sea are captured via modeling Shell’s 40kboed Jackdaw project, FID’ed in 2022. A $7/mcf marginal cost results mostly from high hurdle rates associated with project complexity. CO2 intensity has been lowered to c14kg/boe, we think.
-
Vehicles: energy transition conclusions?
Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.
Content by Category
- Batteries (85)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (37)
- Company Diligence (87)
- Data Models (801)
- Decarbonization (156)
- Demand (106)
- Digital (51)
- Downstream (44)
- Economic Model (196)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (265)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (161)
- Patents (38)
- Plastics (44)
- Power Grids (118)
- Renewables (148)
- Screen (109)
- Semiconductors (30)
- Shale (50)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (41)
- Written Research (339)