Josh Kern

Autonomous Systems 2.0 More...

January 22, 2020

Advanced robotic systems for tough environments

The company was acquired in 2017 by Ensign-Bickford Industries, a privately owned conglomerate with a group that focuses on aerospace and defense. The company has three lines of business; its Exploration group develops technology for planetary sampling and space mining; its Motion Control group ... read more.
Company Snapshot

Jerrold Wang

Consumer IoT More...

January 22, 2020

At CES 2020, Lux saw a rising trend of integration and customization of consumer products and services. One of the specific examples of this trend is in the emerging field of the smart mirror, which is a mirror empowered by computer vision and augmented reality technologies to monitor skin health, ... read more.

Case Study

Michael Holman

Accelerating Materials Innovation More...

January 22, 2020

Here’s some recent critical quotes about the social role and impact of the chemicals business: “The old-fashioned belief that the raison d’être of a commercial enterprise is to maximize shareholder value belongs to another century, as businesses that do not embrace holistic approaches to engage ... read more.

Analyst Insight

Tiffany Hua

Accelerating Materials Innovation More...

January 22, 2020

CNT-containing anti-corrosion coatings

Develops solvent-based zinc and carbon nanotube epoxy and urethane coatings that provide rust and corrosion protection for steel and aluminum surfaces; products include primers and topcoats with or without zinc or CNTs Offers a two-layer coating system with an epoxy or polyurethane top coat, both of... read more.
Company Profile

Gihan Hewage

Accelerating Materials Innovation More...

January 22, 2020

Protein-based fiber with exceptional tensile strength, ductility, and toughness. Spider silk fiber's exceptional mechanical properties give it potential as a premium material in apparel, composites, and bioabsorbable medical implants; however, high spinning costs have caused some manufacturers to ... read more.

Technology

Sara Olson

Emerging Ecosystems in Agrifood and Health

January 22, 2020

Throughout the year, urgent daily challenges frequently crowd out important, longer term thinking, but only by taking a step back do the individual events coalesce into broader trends and themes. This report examines the significant, relevant trends that embodied the year 2019 in agrifood and health... read more.

State of the Market Report

Benjamin Torda

Energy Storage More...

January 22, 2020

This insight is part of the Lux Energy Team’s Year in Review series examining the highlights and key developments of the energy industry in 2019. For an overview of the entire energy ecosystem, see the hottest energy topics and highlights across four key storylines. For deep dives into particular ... read more.

Analyst Insight

Christopher Robinson

Owning the Energy Transition More...

January 22, 2020

Aircraft powered by hydrogen fuel cells

ZeroAvia develops fuel cell powertrains for small aircraft, first targeting 10- to 20-person aircraft. The company was founded by Val Miftakhov, founder and former CEO of eMotorWerks, and has raised approximately $4 million to date. The company is currently testing key systems using a Piper M-Class ... read more.
Company Snapshot

Harini Venkataraman

Emerging Ecosystems in Agrifood and Health More...

January 21, 2020

Microalgae-based ingredients for food and cosmetic applications

The company was founded by Arnaud Muller-Feuga (CSO), a former researcher at the French oceanographic institution IFREMER; Vincent Usache is the current CEO of the company. So far, the company has raised about $36.7 million, including a recent funding round of $32 million in July 2019. Among its ... read more.
Company Snapshot

Harini Venkataraman

Emerging Ecosystems in Agrifood and Health More...

January 21, 2020

Plant-based meat analog products

The company was founded by Christoph Jenny, Eric Stirnemann, Lukas Böni, and Pascal Bieried as a spinoff from ETH Zurich. So far, the company has raised about $7 million from a seed round in 2019. Among its investors, we highlight Blue Horizon Corporation, Hiltl AG, Good Seed Ventures, Mica Ventures... read more.
Company Snapshot

The food company of 2050

Coverage Areas: Emerging Ecosystems in Agrifood and Health

Planned Publication Date: Q2 2020

Being a successful food company in 2020 requires focus on things like sugar reduction and alternative proteins, but what about remaining a successful food company and growing through 2050? The majority of growth in the food and beverage industries in recent years has gone to companies outside the top 20 players, with smaller and more agile brands capitalizing on the demand for personalized products. This report will uncover the themes and technologies that will be most important to successful food companies in 2050.

Micromobility: Fad or the Future of Urban Transit?

Planned Publication Date: Q2 2020

The last few years have seen an explosion in both funding for and expansion of micromobility startups, which have resulted in thousands of dockless bikes and scooters deployed in cities around the world. Although promising an affordable low-carbon transit which can address the last-mile transit problem, in practice there are a number of challenges including enforcing parking and riding restrictions and ensuring rider safety. However the biggest threat to micromobilty is the lack of profitability. This report will analyze the economics of micromobility, identifying payback periods and return on investments for bikes, scooters, and other modes of micromobility.

The Business of Personalized Nutrition

Coverage Areas: Emerging Ecosystems in Agrifood and Health More...

Planned Publication Date: Q2 2020

This report will examine personalized nutrition business model considerations and strategies.

Organizing for Digital

Coverage Areas: Digital Transformation

Planned Publication Date: Q2 2020

Many companies are trying to embark on their digital transformation. However, success rates are not that high; estimates indicate that more than 80% of digital transformation projects fail. While there are many determining factors for success, one of them is the structure of the organization and the culture within an organization. Interestingly, with the arrival of digital, companies also need to re-imagine their traditional structures. How can companies organize themselves to ensure success in their digital transformation efforts? What type of a culture should they build? With the arrival of digital, what should the org structure look like to ensure success in the future?

The Future of the Composites Industry

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: Q2 2020

The composites industry is growing rapidly with the development of new technologies and market applications, but still remains very small compared to other incumbent materials like steel or aluminum. This report will take a holistic view on the state of the composites industry — encompassing both glass and carbon fiber alike — identifying key drivers and challenges and discuss strategies to grow the overall industry pie rather than simply competing over current markets.

How to organize for materials informatics

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: Q2 2020

The potential of materials informatics (MI) to change the way R&D is done within chemical and material companies — and by their customers — is becoming increasingly clear. Lux has highlighted potential MI strategies and the importance of consortia or other collaborations to increase acess to data, but having the right internal organization to make strategic use of this data, and the new business models and MI can enable, can be just as critical. This report provides a guideline on how to form an internal MI strategy, laying out the key steps and questions to ask, as well as the potential pitfalls to avoid.

How 3D printing replaces conventional manufacturing

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: Q2 2020

Dental, medical, and aerospace industries are among the first adopters of 3D printing technologies for final part production -- and new applications are emerging in industries like footwear and automotive. This report summarizes the most promising 3D printing applications in these industries and highlights the most suitable materials, 3D printing technologies, and business models for each application. It highlights the impact on the 3D printing market size, and discusses the unmet needs of the current systems to serve for these areas

Diversification of the Pulp & Paper Industry

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: Q2 2020

Decades ago, graphic paper was a powerhouse, its global demand growth consistently outpacing GDP growth. Things have changed: The majority of inefficient paper mills have already been shut down, and others are now seeing a shift towards packaging and specialty products. In this report, we will explore new innovation needs and opportunties in the modern pulp and paper industry, from diversification into flexible paper packaging and nanocellulose products to progress on converting long-standing biomass waste sources like lignin.

The Future of Automotive Lightweighting

Coverage Areas: Accelerating Materials Innovation

Planned Publication Date: Q2 2020

Lightweighting is one of the most promising routes to improved automotive fuel efficiency, including for promoting vehicle electrification. This report surveys the lightweighting options from materials to design, assesses which will have the greatest commercial impact, and evaluates how they're interact with other critical auto industry trends like vehicle autonomy, connectivity, and novel ownership models.

Do digital healthcare models lead to more cost savings than traditional healthcare models?

Coverage Areas: Consumer IoT More...

Planned Publication Date: Q2 2020

Digital technologies in healthcare are expected to increase in scope and to affect ever more parts of the healthcare system, as Lux has postulated previously. It is, however, vital to examine if new digital methods and innovations provide monetary value compared with traditional models of care. Technology for technology’s sake without evidence of being less costly in the long run, especially in a climate where healthcare costs are becoming unsustainable, can be catastrophic to all stakeholders. Through different models and projections, this report will evaluate if digital transformation of healthcare will indeed be less costly in the long run compared to traditional healthcare models.