the research consultancy for energy technologies
…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,…
…solar panel is about 65% glass, 15% aluminium, c10% polymers (mainly EVA encapsulants and PVF back-sheet), c3% copper. Photovoltaic silicon is only 5% of the panel by mass, but about…
…in its own right, to etch silicon chips, metals and blow insulation foams. This economic model captures the production of hydrogen fluoride from acid-grade fluorspar and sulfuric acid. We think…
…will scale up. But the trajectory will not be a straight line. We have recently seen share prices crushed in offshore wind (forewarned here) or PV silicon (forewarned here). Active…
…example, PV silicon, carbon fiber, other metals (see below). This is why higher gas/energy prices or higher CO2 prices mechanically translate into mild re-inflation for wind and solar in our…
…the most resilient polymers in the world (page 2). Yet they are overlooked. When you think about the materials in solar panels, you are primarily going to think about silicon,…
…first electric wind turbine was built in Scotland in 1887 and the first PV silicon was produced at Bell Laboratories in 1954. Today wind and solar comprise 9% of global…
…turbine blades and hydrogen storage tanks), photovoltaic silicon (used in solar panels), lithium (used in batteries), neodymium magnets (used in wind turbines and EVs), dielectric gases (used in electricity distribution)…
…our assessment (page 3). Materials are more challenging, and we map out the total demand pull on global steel, copper, silicon, fiberglass and carbon fiber; and we also discuss the…