Search results for: “semiconductor semiconductors”
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Hydrogen peroxide: production costs?
Hydrogen peroxide production costs run at $1,000/Tpa, to generate a 10% IRR at a greenfield production facility, with c$2,000/Tpa capex costs. Today’s market is 5MTpa, worth c$5bn pa. CO2 intensity runs to 3 kg of CO2 per kg of H2O2. But lower-carbon hydrogen could be transformational for clean chemicals?
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Solar module production by company?
The world produced over 400GW of solar modules in 2023, which is up 10x from a decade ago. This data-file breaks down solar module production by company and over time, comparing the companies by solar module selling prices ($/kW), margins (%), efficiency (%), transparency, and technology development.
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LONGi: technology review and solar innovations?
This data-file is our LONGi technology review, based on recent patent filings. The work helps us to de-risk increasingly efficient solar modules, a growing focus on perovskite-tandem cells, and low-cost solar modules, with simple manufacturing techniques that may ultimately displace bottlenecked silver from electrical contacts. Key conclusions in the data-file.
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Thermoelectrics: leading companies and products?
Thermoelectric devices convert heat directly into electricity, or conversely provide localized cooling/heating by absorbing electricity. This data-file screens leading companies in thermoelectrics, their product specifications, applications and underlying calculations for thermoelectric efficiency.
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Adiabatic flame temperature: hydrogen, methane and oil products?
At an idealized, 100% stoichiometric ratio, the adiabatic flame temperature for natural gas is 1,960ºC, hydrogen burns 300ºC hotter at 2,250ºC and oil products burn somewhere in between, at around 2,150ºC. The calculations show why hydrogen cannot always be dropped into an existing turbine or heat engine.
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Industrial gases: air separation units?
Cryogenic air separation is used to produce 400MTpa of oxygen, plus pure nitrogen and argon; for steel, metals, ammonia, wind-solar inputs, semiconductor, blue hydrogen and Allam cycle oxy-combustion. Hence this 16-page report is an overview of industrial gases. How does air separation work? What costs, energy use and CO2 intensity? Who benefits amidst the energy…
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Manufacturing methods: an overview?
An of overview of manufacturing methods is given in this data-file. Costs are 70% correlated with energy intensity, ranging from well below 0.3 MWH/ton to well above 7MWH/ton. The lowest cost techniques take place at huge throughput in the mining industry, while the most intricate are used in semiconductor.
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Global energy market model for the energy transition?
This data-file is a global energy market model for the energy transition. It contains long-term energy supply-demand forecasts by energy source; based on a dozen core input assumptions. Total useful energy consumed by human civilization rises from 80,000 TWH pa to 140,000 TWH pa by 2050. The mix is 30% gas, 30% solar, 15% oil,…
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Energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…
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AI: industrial applications by company?
This data-file tabulates industrial companies deploying AI, based on their patent filings. 200 leading industrial companies have filed 40,000 AI/ML-related patents in 2022-24, with 65% now developing their own AIs in house. Examples are summarized. We will continue adding to and expanding this data-file over time.
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