Lithium: global demand forecasts?
…electronics, grid-scale batteries and conventional material uses. $499.00 – Purchase Checkout Added to cart Demand for lithium has already trebled from 23kTpa in 2010 to 65kTpa in 2020, while we see the…
Biogas-to-liquids: decarbonize aviation fuels?
…note the importance of policy and the challenge of achieving large-scale production. The GTL process is modeled on pages 6-10. We focus on the costs, economics, CO2 intensities and liquid…
Energy economics: an overview?
…invested in wind and solar, in order to add the same amount of primary energy to the global energy system (chart below, note here). Economies of scale are visible in…
Emerging technologies: can you spot a fraud from patents?
…us create a new framework, which we will be using to assess new energy technologies, on a scale of 0-5. This matters for models of energy transition and for SPAC…
Green hydrogen electrolysers in Europe: a database?
…away from smaller alkaline electrolyers in the hundreds of kW of capacity to super-giant PEMs, and SOECs, with overall project capacities potentially reaching GW-scale. Key controversies are visibly emerging around…
Battery recycling: long division?
…methods. To be practical, the technology needs to be proven at scale, battery chemistries must stabilize and cheaper alternatives must be banned. Our 15-page note explores what it would take…
Combined heat and power turbines: market sizing?
…possibly also biogas or hydrogen. Our build-up looks across five main categories: large power facilities, large industrial heating facilities, landfill gas, electric vehicle charging and smaller-scale commercial and multi-family usage….
Solar inverters: companies, products and costs?
…two-thirds of inverters, of which four are Chinese companies, such as Huawei and Sungrow, while we have also explored electronics from SolarEdge. Our utility-scale solar cost models assume $0.1/W inverter…
Ammonia: production costs and energy economics?
…intensity. This matters as fertilizer production thus explains over 1% of global CO2 emissions. $899.00 – Purchase Checkout Added to cart Ammonia production via the Haber-Bosch process was first demonstrated at scale…
Carbon stocks: measuring the forest from the trees?
…scale-up factors. The maths are horrible and precision is low. Are ‘verified’ offsets any better? We are not convinced that these elaborate rules necessarily confer much better precision, as explained…