Kristin Marshall

Accelerating Materials Innovation More...

January 23, 2020

Fermentation-based processes for the production of phenol, shikimic acid, protocatechuic acid, 4-hydroxybenzoic acid, and 4-aminobenzoic acid from second-generation bio-based feedstock biomass

Fermentation-based processes for the production of chemicals from second-generation bio-based feedstocks; originally developed a two-step route to bio-based phenol that is more cost-effective than other biological pathways Currently operating at a pilot scale, using a several hundred-liter fermenter... read more.
Company Profile

Runeel Daliah, Tim Grejtak, Chloe Holzinger, and Christopher Robinson

Owning the Energy Transition

January 23, 2020

Over the past two years Lux Research has tracked the energy transition through four key storylines – Power Grid of the Future, Evolution of Oil and Gas, Future Energy Sources for Mobility, Carbon and Emissions Management. As with all stories, the narrative evolves over time and the energy transition... read more.

State of the Market Report

Patricia Seoane da Silva

Owning the Energy Transition

January 23, 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

Harshit Sharma

Digital Transformation More...

January 22, 2020

Since 2015, Lux has actively researched the digital transformation (DT) of the oil and gas industry, observing its journey from a digital laggard to a potential digital leader among its peers. DT started off as a tool for operational optimization in the upstream industry after the 2014 oil price ... read more.

Analyst Insight

Sara Olson

Emerging Ecosystems in Agrifood and Health

January 22, 2020

There is an unfolding medical drama in the Chinese city of Wuhan, in which a previously unknown coronavirus has infected hundreds of people in the region. The virus was initially thought to be confined to animal-to-human routes of transmission, as all the initial patients had visited a specific ... read more.

Analyst Insight

Christopher Robinson

The Future of Mobility

January 22, 2020

Cruise was initially founded to commercialize retrofit autonomous driving systems for passenger vehicles, but since its acquisition by GM and subsequent investments from Honda and SoftBank, among others, it has shifted its focus to autonomous ride-hailing, or robotaxis. The company has to date used ... read more.

Case Study

Vladimir Roznyatovskiy

Digital Transformation More...

January 22, 2020

Microscale GaN-on-silicon LEDs

Started in 2011 to commercialize nanowire-based microLED technology (3D microLED); in 2018, raised more than $50 million in a Series C led by Intel Capital and moved to a larger R&D facility to scale up its technology Claims microLED technology benefits from a 3D approach when scaling down to below ... read more.
Company Profile

Vladimir Roznyatovskiy

Digital Transformation More...

January 22, 2020

Light field display technology developer

The company was founded by Paul Dietz, David Thompson, and Albert Ng. To date, the company has raised about $10 million. Among its investors, we emphasize NSF, Pelion Venture Partners, Social Starts, and Fort Ventures. The company makes 3D display technology based on light fields, which allows ... read more.
Company Snapshot

Vladimir Roznyatovskiy

Digital Transformation More...

January 22, 2020

Light filed display technology developer

The company was founded by Jonathan Blackley. To date, the company has raised approximately $25 million. Among its investors, we highlight New Enterprise Associates. The company makes 3D display technology based on light fields, which allows motion parallax (image perception depends on the viewing ... read more.
Company Snapshot

Water Infrastructure in the Developing World

Coverage Areas: Owning the Energy Transition More...

Planned Publication Date: February 2020

The main opportunity for innovation in water infrastructure exists in developing countries, because they are not hampered by difficult-to-replace legacy infrastructure. This report looks into the developments and describes what technologies are actually being deployed, and why.

Electrochemicals - What Will It Take for Electricity to Deliver the Final Blow to Oil?

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: February 2020

Electrochemical conversion is a key technology that will allow the chemical industry to decarbonize its operations by replacing fossil-based feedstock with low-carbon alternatives produced from renewable electricity. In this report, we will look at the cost of electrifying key industrial processes, including but not limited to methanol production and ammonia synthesis, as well as the regulatory framework support needed to support the adoption of electrochemical technologies in the industrial sector.

Quantum computing for chemicals and materials

Coverage Areas: Digital Transformation

Planned Publication Date: February 2020

Many of the earliest practical applications of quantum computing are related to the technology's potential to simulate systems (of limited size) at a quantum level. While this opens up exciting applications, that excitement must be tempered with the limitations of an extremely early-stage technology. In this report, we examine how quantum computing will play a role in chemicals and materials industries over the coming years.

The Natural Language Processing and Knowledge Management Opportunity

Coverage Areas: Digital Transformation More...

Planned Publication Date: March 2020

Organizations are built upon the exchange and synthesis of vast amounts of information from both internal and external stakeholders. However, much of this information goes uncaptured digitally and that which does often exists in unstructured formats such as emails, documents, and reports that make it difficult to process and analyze for insights. Emerging AI tools like natural language processing (NLP) offer new capabilities to automatically capture, interpret, and communicate information at a low-cost and massive scale thereby unlocking significant opportunities to improve the efficiency of processes, uncover and manage knowledge, and enable new business models. This report will lay out the landscape of NLP tools and capabilities available, analyze the new opportunities enabled by these tools, and forecast where the space is heading.

EV Inflection Tracker: 2020 Edition

Coverage Areas: Energy Storage More...

Planned Publication Date: March 2020

Electric vehicles are no longer a niche segment of the automotive industry, approaching 2 million in annual sales. Automakers are now committing billions toward securing raw materials and battery supplies, designing platforms, and building manufacturing capacity for electrified vehicles. However, as governments around the world roll back subsidies while tightening environmental regulations and forcing automakers to sell electric vehicles, automakers face the challenge of making electric vehicles profitably at a large scale. This report analyzes a decade of electric vehicle data to determine how electric vehicles compete with performance from internal combustion engines on metrics like range, price, charging speed, and others.

Harnessing the Power of Plant Proteins

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

Planned Publication Date: March 2020

Plant proteins are, and will continue to be, a key near-term opportunity within the realm of alternative proteins for the food industry. In the last three years, second generation proteins like peas, chickpeas, and oats have risen in dominance, signaling the diversification of plant-based protein sources beyond soy. In addition to differences in quality between protein-rich crops, the realities of agricultural production are relevant considerations, and there are further regional differences complicating the space. Companies across the agrifood ecosystem need to engage productively with plant proteins, both as competitive threats to existing animal protein businesses and as opportunities for new business growth.

Where and how to find the Green in Green technology

Coverage Areas: Agro Innovation More...

Planned Publication Date: March 2020

Lux covers the potential for sustainability and green technologies to become an alternate source of revenue as concerns regarding environmental impact and risk continue to grow.

Innovation in Metal-Organic Frameworks

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: March 2020

While metal-organic frameworks (MOFs) remain a highly academic subject, understanding of their capabilities has grown in the past several years, and synthetic methods and MOF design tools continue to improve. MOFs can be widely applicable to potential use cases in gas and liquid separations, gas storage, catalysis, battery anodes, and even food storage. This report surveys the market opportunities for MOFs and explores key players that both OEMs and chemical and materials companies need to be aware of to act on these opportunities.

Biopolymer Vision 2020

Coverage Areas: Accelerating Materials Innovation More...

Planned Publication Date: March 2020

Bio-based polymers have garnered significant interest for replacing petroleum-based incumbents, but commercial success stories have been few and far between. Has the recent rise of interest in sustainability and worries about plastic waste changed the game for biopolymers? Or are the same economic challenges going to keep biopolymers consigned to a niche unless or until oil prices skyrocket? In this report, we update partnerships and production capacity to provide a new vision of the commercial future of bio-based polymers.

Digital Therapeutics

Coverage Areas: Consumer IoT More...

Planned Publication Date: March 2020

Digital therapeutics are a key element of the ongoing digital transformation of healthcare. These tools support personalized yet scalable health services, which is critical where high costs and accessibility represent barriers to quality healthcare. This report will outline the landscape of digital therapeutics, demystify the challenges that they face, and provide an outlook on the future role of digital therapeutics in the healthcare landscape.