In this report, we modeled the process economics of the incumbent recycling process – mechanical recycling – as well as advanced recycling technologies – depolymerization, pyrolysis, and solvent-based recycling – in order to determine the economics of these processes, and understand the effects of market factors and technology development on those economics.
Sep 19, 2022Executive Summary
Emerging Technologies Shaping the Climate Tech Ecosystem
In order to identify the key technologies shaping the climate tech ecosystem, Lux Research took a bottom-up approach by starting at the source of GHG emissions to populate a list of 35 potential technologies capable of fully eliminating GHG emissions. With growing early-stage developments being funded, industry is best-positioned to identify the best technologies for its portfolio and execute the last steps toward market application.
Aug 23, 2022Executive Summary
Critical Minerals: The Opportunity in Direct Lithium Extraction
The convergence of political, economic, social, and technological drivers is accelerating the global energy transition. Rising demand, disrupted supply chains, and concerns around shortages of critical minerals such as lithium, cobalt, nickel, copper, and rare earths are driving prices to record highs, as more countries pursue deep decarbonization strategies through renewables and electrification. Direct lithium […]
Aug 23, 2022Executive Summary
Energy Storage Market Forecast: 2022 Edition
Energy storage technologies are poised for rapid growth, driven primarily by increased demand for electric vehicles (EVs) and grid storage. The critical role of energy storage in the energy transition will drive dramatic growth in its demand. Usage in electric vehicles (EVs) will drive the most growth — 92% of demand in 2040 — due […]
Aug 22, 2022Executive Summary
Paper Pushers: Emerging Innovations in Pulp and Paper Packaging
The packaging industry is under siege for making a primarily single-use product that contributes an outsized amount of plastic waste, in particular. As a result, many consumer packaged goods brands have made ambitious packaging commitments for 2025, several targeting an overall reduction in plastics usage. Keeping ahead of these pledges, especially where regulations apply, companies […]
Aug 11, 2022Analyst Insight
The Inflation Reduction Act puts the U.S. on a bumpy fast track to net-zero
On Friday, August 5, the U.S. Senate passed a new bill named the Inflation Reduction Act (IRA). The IRA is thus set to close two-thirds of the gap in reducing emissions between the current policy and the policy goal of reducing emissions by 50% by 2030. As effective as the IRA is to accelerate investments, it doesn’t do anything to address the energy transition as a system transition. That means the road ahead will be fast and bumpy.
Jun 02, 2022Analyst Insight
Can We Make It to 1.5 °C? A Breakdown of IPCC’s Climate Mitigation Plan
On April 4, 2022, the IPCC (Intergovernmental Panel on Climate Change) released its third installment of the Sixth Assessment Report, which focuses on “mitigation of climate change.” The IPCC has…
May 13, 2022Analyst Insight
Technology Landscape: Long-Duration Energy
As we endeavor to reach a carbon-neutral economy, electricity will become the core of the energy system. To achieve net-zero targets by 2050, a mix of different renewable energy (RE)…
Apr 03, 2022Analyst Insight
Plant Protein Technology Landscape – 2022 Update
Startups and large corporations alike continue to bet big on plant proteins despite plateauing growth in the market. The market has stalled in 2022, with the plant-based divisions from big…
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