Production chains
20 chains
the transformation library · foundation → flexible sinks → strategic materials
Comparator nations
11 + sub-nat'l
archetype reference set · IEA / IRENA / World Bank · public benchmarks
Fidelity grade published
T1 – T2
screening → feasibility · bankable (T3) is NDA-only, never here
What this page is

A library of ~20 production chains and a comparator set of 11+ nations, drawn entirely from public sources — IEA, IRENA, World Bank, FAO, BNEF, published techno-economic studies. Every figure is a range, tier-tagged and sourced. Nothing on this page is a client deliverable: no project IRR, no bankable return (precise enough for a lender to act on), no value-side pools. It is the falsifiability surface (every claim here can be checked, and proven wrong if it is wrong) — the "show your work" companion to the engine.

00 / How to read this
Every figure:
a tier and
a source.

Every figure carries a tier and a source. Reference inputs, not claims.

These numbers are order-of-magnitude screening inputs, drawn from public data and refined per engagement. They are deliberately stated as ranges — the world varies by technology vintage, scale, and location, and a single point estimate would be dishonest. Two markers travel with every figure: a fidelity tier stating how trustworthy the provenance is, and the public source it came from. A composed result is only ever as trustworthy as its weakest input.

The reading key fidelity tier · source · range · F1
T1 Screening

Order-of-magnitude. Indicative figures for triage and first contact — enough to rank options and classify a chain, not to bank a project. Most figures on this page.

T2 Feasibility

Sourced and project-grade — backed by published techno-economic studies and operator benchmarks. The feasibility-grade readout that survives a board, IC, cabinet, or coalition partner.

Ranges, not points

Every figure is a band. Energy intensity, price, and capex all vary with technology, scale, and vintage. The range is the honest unit — a point estimate would overstate confidence.

F1 · magnitude discipline

Reference inputs are stated as intensities and multiples (per tonne, per unit, raw→processed ratio), not jurisdiction-specific absolute returns. Those are engagement work, gated above this page.

Bankable (T3) figures exist — the engine runs through to them — but they are shared only under NDA, once calibrated for a specific deal. The gating is on publication, not on the engine's reach.

01 / Energy intensity
Energy in,
per tonne
of output.

Energy intensity by chain. The physics each chain spends.

Each production chain ties a piece of engineering physics — the electricity needed per unit of output — to its dispatch flexibility (how easily it can shift power use to match available surplus). High intensity plus high flexibility is the strongest abundance-coordination signal: a load that can soak curtailed (surplus power that would otherwise be thrown away) midday surplus rather than draw firm power at the evening peak. The figures below are the process-energy basis. They are screening-grade and span the technology range; calibrate against a specific site before sizing.

ChainProcess energy (per unit)Holding / otherDispatch flexPublic source
SWRO desalination 3.0–3.5 kWh/m³ T2 Very high — solar-direct, tank-buffered IRENA 2024; Elemental Water Makers; MDPI Water 2024 (modern SWRO + energy recovery)
Cold chain — freeze + hold 70–130 kWh/t freeze T1 4–8 kWh/t/day cold store High — blast-freeze cycle time-shifts to solar peak ScienceDirect fish-refrigeration analysis; FAO fisheries energy use; NRCan benchmarking
Ice plant (fishing fleets) 90–130 kWh/t (≈0.25–0.40 kWh/kg) T1 Very high — ice is a thermal battery NIST automatic ice-maker study; FAO fisheries energy use; E3S Conferences 2021
Fisheries processing 380 kWh/t (150–200 loin-only) T1 8 m³/t water Partial — refrigeration flexible; lines less so ScienceDirect fish-refrigeration (factory avg.); ACIAR 2023 Pacific tuna landscape
Copra / coconut & agri processing 40–55 kWh/t hot-press oil; 600 kWh/t cold-press VCO T1 150–200 kWh/t drying Partial — drying step an excellent solar sink Anderson International Copra Processing 2022; SPC Pacific Copra; Commonwealth coconut value chain
Agri value-add (drying / flour) 150–300 kWh/t processing T1 80–200 kWh/t solar-assisted drying Partial — drying ideal solar-thermal load SPC Pafpnet Breadfruit Market Study 2018; FAO Family Farming; SARE EW17-004
Aquaculture (RAS / pond / cage) 2–8 kWh/kg pond/cage; 7–29 kWh/kg RAS T1 ~500 m³/t water (recirc.) Partial — aeration pumps load-follow solar Landbasedaq 2024 RAS review; mispeces.com; MDPI Energies 2022; Aquahoy (7 kWh/kg salmon)
Bottled water export 3.5–5.0 kWh/m³ total T1 8–12 kWh/1,000 bottles line Partial — RO step flexible; bottling less so iBottling 2026 setup cost; MDPI Sustainability 2021 (bottling machines); Elemental Water Makers
Electric terraforming (bore / soil) 500–2,000 kWh/m bore; 50–200 kWh/m³ earthworks T1 Very high — pure deferrable surplus absorber Engineering bore-drilling standards; BJG Inari entropy-arbitrage thesis
Mineral / metal refining 400–500 kWh/t steel (EAF); 2,000–3,000 kWh/t Cu (EW); 6,000–8,000 kWh/t Al T1 Partial–high — EAF batch; electrowinning steppable Wikipedia / Stanford / Sanrui EAF (350–520 kWh/t); IEA Critical Minerals 2024
Green hydrogen / P2X 52–55 kWh/kg H₂ (PEM / alkaline, system-level) T2 ~22 L/kg water Very high — designed for intermittency DOE Hydrogen Program Record 24005 (52.5 kWh/kg); IEA Global Hydrogen Review 2025; BNEF 2024
Ammonia / fertiliser (green H₂) 10,000–12,000 kWh/t NH₃ (electrolysis + Haber-Bosch) T1 ~2 m³/t water Partial — electrolysis flexible; synthesis steady Oxford Energy ET40 2024 (10–12 MWh/t); IRENA green-ammonia pathway; ScienceDirect 2024
Green steel (DRI-EAF via H₂) 2,700–3,500 kWh/t steel (vs 5,000+ BF-BOF) T1 55 kg H₂/t · 1.4 t ore/t Partial — EAF batch-flexible; DRI steadier SSAB / HYBRIT DRI-EAF benchmark 2024; IEA Iron & Steel Roadmap 2024
Edge data centre 8,760 MWh/yr per MW IT load (PUE 1.5–2.0) T1 1–3 L/kWh cooling Load-following — batch/AI 20–30% shiftable McKinsey 2024 cost of compute; LBNL 2024 US Data Center Energy Usage; Thunder Said Energy
Freeze-drying (horticulture) 30,000–50,000 kWh/t FD product T1 (input moisture removed) High — sublimation fully schedulable IEA / IRENA project cost databases; ISHS horticultural energy studies; USDA grain benchmarks
Ecotourism / resort load 40–80 kWh/guest-night (20–35 eco-lodge) T1 ~300 L/guest-night water Partial — desal, laundry, pool flexible IRENA 2014 RE Opportunities for Islands Tourism; Huawei Solar Palawan case study
100% RE + battery (foundation) N/A — foundation generator T2 2.0 ha/MW land Dispatchable — battery soaks midday surplus IRENA 2024 Renewable Power Generation Costs (solar 1,200 USD/kW Pacific); BNEF 2025 BESS 210 USD/kWh

Reading rule: the chains with the strongest abundance-coordination signal sit at high intensity and high dispatch flexibility — desalination, ice, freeze-drying, electrolysis, EAF refining. They turn curtailed midday solar into stored value rather than spilling it.

02 / The value ladder
Raw price,
processed price,
the multiple.

The value ladder by chain. Raw to processed, and the multiple.

The value ladder shows the price per unit at each stage of a chain. The gap between raw input and the downstream stage is the value-capture opportunity available to a jurisdiction that moves down the chain — and where electricity sensitivity peaks, cheap surplus is the lever that makes the move viable. Prices are public, ranged, and vintage-flagged; several chains (lithium, rare earths) swing more than 50% across a cycle, so the multiple matters more than any single price.

Raw
0.8–2.0 k$/t
Whole fish, landed
tuna / trevally · the baseline export · ITC Trade Map 2024
Processed
3–6 k$/t
Filleted / IQF frozen
≈3–4× raw · the cold-chain stage diesel once priced out · FAO
Premium
15–40 k$/t
Sashimi-grade, super-frozen
≈15–30× raw · almost entirely a cold-chain + energy-reliability gap · Tsukiji/Toyosu

The fish chain is the clearest island case: the gap from whole fresh fish to sashimi-grade is 15–30×, and it is almost entirely a cold-chain and energy-reliability problem — not a resource one. The full chain table follows.

Value ladder — raw → processed by chain
public price ranges · 2024 vintage · multiple = processed ÷ raw
ChainRaw ($/unit)Processed ($/unit)MultiplePublic source
Fish → sashimi-grade $0.8–2.0k/t whole T1 $15–40k/t sashimi · $3–6k/t fillet 15–30× FAO; ITC Trade Map 2024; Tsukiji/Toyosu auction data
Tuna (onshore processing) NZD 4–8/kg raw landed T1 NZD 15–25/kg processed 3–4× ACIAR 2023 Pacific tuna landscape; IRENA Pacific Lighthouses; MSC WCPO socio-economics
Vanilla (green → cured) green bean T1 cured / graded 3–5× SPC Pacific agri value-chain studies; FAO crop value-add benchmarks
Copra → coconut oil / VCO copra (dried meat) T1 $1,100/t CNO · $2,200/t VCO ~2× VCO premium IndexBox Asia-Pacific Coconut Oil 2024; Commonwealth coconut value chain; SPC
Raw milk → WPC80 $300–500/t milk solids T1 $4,000–8,000/t WPC80 · $8–15k/t WPI 12–25× GlobalDairyTrade; NZ Dairy Companies; FAO
Field veg → freeze-dried $200–350/t fresh T1 $15,000–80,000/t FD 50–120× ITC Trade Map 2024; ISHS; published FD facility benchmarks
Raw seaweed → carrageenan $50–200/t wet T1 $4,000–12,000/t extract 25–60× FAO Aquaculture 2024; published hydrocolloid market data
Cu ore → cathode $5–15/t ore T1 $9,000–10,000/t cathode 600–2,000× LME spot; ICIS / Fastmarkets; ITC Trade Map 2024
Bauxite → Al ingot (green) $30–55/t bauxite T1 $2,200–3,100/t ingot (+$200–400/t green premium) 50–80× LME spot; Norsk Hydro green-premium data; IEA
NdPr oxide → NdFeB preform $70–120/kg oxide T1 $160–280/kg preform 2.5–4× Penney et al. 2026 (NdFeB techno-economic); ICIS / Fastmarkets
Spodumene → LiOH $800–1,500/t concentrate T1 $12,000–22,000/t LiOH 10–18× BNEF Battery Metals Outlook 2024; ICIS / Fastmarkets (2024 trough)
Curtailed MWh → AI compute $0–30/MWh spot T1 $200–800/MWh AI training 10–30× BNEF; published hyperscaler compute economics · (fibre prerequisite)
Green H₂ → green ammonia $3–8/kg H₂ T1 $500–1,200/t NH₃ ~2× (energy basis) BNEF H2 Scorecard 2024; IRENA Green Hydrogen Cost Review 2024

Where electricity is a small share of opex (food, fish), the multiple is large and the binding constraint is cold chain and market access, not energy cost. Where electricity dominates opex (hydrogen ~80%, polysilicon ~60%), the price of surplus is the lever. Public price sources: LME spot; ICIS / Fastmarkets; BNEF; FAO; GlobalDairyTrade; ITC Trade Map 2024.

03 / Techno-economics
Capex,
per unit,
viability.

Per-chain techno-economic benchmarks. Capex, scale, and the price that makes it work.

For each chain the framework carries an order-of-magnitude capital cost, a capex-per-unit-of-capacity figure, and a viability threshold — the electricity price at or below which the chain becomes broadly cost-competitive against the fossil-powered global incumbent. These are greenfield screening estimates; actual costs vary by location, scale, and technology vintage, so apply a ±25% location band before any sizing. Capex order-of-magnitude is shown for relative comparison, not as a project budget.

ChainCapex OOMCapex per unit capacityViability ≤ $/MWhPublic source
SWRO desalination ~$2M T2 $1,500–5,000/ML·day <$80 MDPI Water 2024 RO cost studies; IRENA 2024; assumptions.json
Cold chain / logistics hub ~$2.5M T1 $800/t capacity Any (timing) ScienceDirect fish-refrigeration; FAO; published cold-store benchmarks
Ice plant (fishing fleets) ~$0.5M T1 $150k/(t·day) ice Any (timing) NIST ice-maker study; FAO fisheries energy use
Fisheries processing ~$1.2M T1 $0.08M/(t·day) · ~$10M for 10kt/yr <$80 IFC Solomon Islands tuna loan; World Bank Sustainable Fisheries; ACIAR 2023
Copra / agri processing ~$0.8M T1 $400/(t·yr) <$100 Anderson International 2022; SPC; IndexBox 2024
Agri value-add (drying / flour) ~$0.3M T1 $200/(t·yr) <$100 SPC Pafpnet 2018; FAO; SARE EW17-004
Aquaculture (RAS / pond) ~$1.5M T1 $80k/(t·yr) <$60 Landbasedaq 2024; MDPI Energies 2022; FAO Aquaculture 2024
Bottled water export ~$2M (1.8–2.4) T1 $350k/(ML·yr) Brand-led iBottling 2026; MDPI Sustainability 2021; Fiji Water precedent
Freeze-drying (horticulture) $0.3M+ T1 $8,000–20,000/(t·yr) FD <$50 IEA / IRENA cost databases; ISHS; published FD facility data
Copper electrorefining ~$20M T1 $1,000–2,000/(t Cu·yr) <$60 IEA Critical Minerals 2024; Nyrstar / Rio Tinto energy benchmarks
Mineral / metal refining (EAF) ~$20M T1 $1.5M/MW <$25–60 Stanford US steel energy use; IEA Iron & Steel 2024; S2S library CM-3
NdFeB alloy / preforms T1 $5,000–10,000/(t·yr) <$45 Penney et al. 2026; IEA Critical Minerals 2024
Green hydrogen / P2X ~$15M T1 $2.0M/MW electrolyser (2,000–2,600 $/kW) <$35 IEA Global Hydrogen Review 2025; BNEF 2024; DOE Hydrogen Shot
Ammonia / fertiliser (green H₂) ~$20M T1 $1,500/(t·yr) <$30 Oxford Energy ET40 2024; IRENA green-ammonia pathway
Green steel (DRI-EAF) ~$500M T1 $800/(t·yr) <$25 SSAB / HYBRIT 2024; IEA Iron & Steel Roadmap 2024
Edge data centre (AI / HPC) ~$8M T1 $9–15M/MW IT <$70 McKinsey 2024 cost of compute; LBNL 2024; Thunder Said Energy
100% RE + battery (foundation) ~$9M T2 $1.2M/MW · battery 210 $/kWh Foundation IRENA 2024 Renewable Power Generation Costs; BNEF 2025 Storage Outlook

Viability threshold reads as: at or below this electricity price, the chain is broadly cost-competitive without subsidy. Foundation chains (RE + battery) and timing-driven chains (cold storage, ice) are not threshold-gated — their value is in dispatch, not in beating a fossil price. Capex sources: IEA / IRENA project cost databases; BNEF LCOE 2024; published project announcements.

04 / Comparator nations
One structure.
The same
dimensions.

Comparator-nation context. The same dimensions, everywhere.

A jurisdiction is read against a public archetype set — eleven reference nations plus sub-national profiles — scored on the same dimensions: renewable penetration, industrial electricity tariff, curtailment, manufacturing share, and consenting velocity (how fast permits and approvals move). One typed structure is what makes an island, an emerging leapfrogger (a fast-developing nation skipping older energy stages), and a continental grid comparable. The figures are public-agency benchmarks; the table is reference context, not a ranking or a recommendation.

NationRenewable %Industrial tariff $/MWhCurtailmentManuf. % GDPConsent (yr)
New Zealand~85% T270–1100.5–1.5 TWh~11%7–12
Iceland~99% T225–45~0~18%2–4
Chile~57% T255–808–12% solar~15%4–7
UAE~17% T220–40n/a~9%1–3
Morocco~42% T270–100n/a~17%3–6
Norway~96% T235–60<1%~9%3–6
Germany~60% T290–14010–15 TWh~21%4–8
South Australia~73% T280–12015–25% intervals neg.~7%2–4
South Korea~10% T260–90growing~27%3–6
Namibia~38% T275–110n/a~13%3–7
Kenya~91% T290–130n/a~9%4–8

Sources: IEA World Energy Outlook 2024; IRENA Renewable Capacity Statistics 2024; World Bank WDI 2024; national energy-agency publications (MBIE, Orkustofnun, CNE, NVE, Bundesnetzagentur, AEMO, KEPCO, NamPower, KenGen). Curtailment for several jurisdictions is not formally published and is shown as the agency estimate or "n/a". Tariff bands are spot-weighted; large industrial users negotiate below.

Provenance. Publishable, public-sourced figures only. Every quantified field travels with the envelope value · unit · fidelity_tier · confidence · evidence · source; where an input is missing it is shown as a gap, not fabricated.
Tiers used. T2 feasibility-grade: SWRO 3.0–3.5 kWh/m³, green-H₂ 52–55 kWh/kg, RE+battery capex (solar 1,200 $/kW · battery 210 $/kWh), and the comparator-nation benchmarks (renewable %, tariff, curtailment, manufacturing share, consent velocity).  T1 screening: all other chain energy intensities (cold chain 70–130 kWh/t + 4–8 kWh/t/day hold, ice 90–130 kWh/t, fisheries processing 380 kWh/t, copra 40–600 kWh/t, agri value-add 150–300 kWh/t, RAS 2–29 kWh/kg, freeze-drying 30,000–50,000 kWh/t, EAF 400–500 kWh/t / Cu 2,000–3,000 / Al 6,000–8,000, NH₃ 10,000–12,000 kWh/t, green steel 2,700–3,500 kWh/t, data centre 8,760 MWh/yr·MW), the value-ladder multiples (fish 15–30×, tuna 3–4×, vanilla 3–5×, dairy 12–25×, freeze-dried 50–120×, seaweed 25–60×, Cu 600–2,000×, Al 50–80×, NdFeB 2.5–4×, LiOH 10–18×, AI compute 10–30×), and the capex / viability-threshold benchmarks.
Sources. IEA (World Energy Outlook 2024; Critical Minerals 2024; Global Hydrogen Review 2025; Iron & Steel Roadmap 2024) · IRENA (Renewable Power Generation Costs 2024; Green Hydrogen Cost Review 2024; Islands Tourism 2014) · World Bank WDI 2024 · BNEF (LCOE / Battery Metals / H2 Scorecard 2024–2025) · FAO (Aquaculture 2024; fisheries energy use) · DOE Hydrogen Program Record 24005 · Oxford Energy ET40 2024 · SSAB / HYBRIT · McKinsey 2024 cost of compute · LBNL 2024 · NIST · ScienceDirect / MDPI / ISHS published studies · LME spot · ICIS / Fastmarkets · GlobalDairyTrade · ITC Trade Map 2024 · Tsukiji/Toyosu auction data · Penney et al. 2026 (NdFeB) · ACIAR 2023 · IFC / SPC / Commonwealth Pacific value-chain reports. F1 magnitude discipline holds: figures are stated as intensities, prices, and multiples — order-of-magnitude reference inputs, not jurisdiction-specific absolute returns. No client specifics, no project IRR / DSCR / NPV, no value-side pools appear on this page.
What this page does not publish
No client specifics, no bankable returns (IRR / DSCR / NPV / $ project returns), no value-side or Enleashed pools, and no internal decision IDs or maturity / placeholder tags. These are public-sourced benchmark and reference figures only — order-of-magnitude inputs the engine builds on. Calibrated, deal-specific outputs render only at bankable (T3) fidelity under engagement. Reference figures are auditable, not bankable, and never investment, financial, or legal advice.
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