the research consultancy for energy technologies
…page 14. Leading companies in SMR and ATR reactor designs, including our conclusions from Topsøe’s ATR patents, plus six listed industrial gas and chemicals/engineering companies, are reviewed on pages 15-16….
Blue hydrogen value chains are gaining momentum. Especially in the US. So this 16-page note contrasts steam-methane reforming (SMR) versus autothermal reforming (ATR). Each has merits and challenges. ATR looks…
…a newbuild facility. Auto-thermal reforming (ATR) is preferable to steam methane reforming (SMR) due to CO2 intensity (as quantified in tons/ton, or kg/kg, chart below). ATR eliminates 90% of the…
…US. We recently reviewed these value chains in a deep-dive report into ATRs versus SMRs. Without any incentives, blue hydrogen can be economical at around $1/kg, with CO2 intensity less…
…reforming technology, for the production of blue hydrogen, which matters increasingly as blue ammonia and blue steel value chains start booming in the US. Topsoe’s ATR design, called SynCor, has…
…in the US (data here), mostly via SMRs, emitting 9 tons of CO2 per ton of H2. 60% of the CO2 from an SMR is highly concentrated, and can readily…
…blue ammonia, blue steel, blue chemicals. This has come out of nowhere. We think active managers can add value by latching on to new themes quickly. https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ (8) Bubble risks….
…long-term, as the US can produce the same materials, at lower feedstock costs, while possibly also decarbonizing at source, via blue hydrogen value chains (examples below). https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ The…
…should be -20 tons of CO2 per ton of hydrogen production. Biomass gasification adds to our list of hydrogen technologies, from black hydrogen, grey hydrogen, SMR blue hydrogen, ATR blue…
…which aim to combine blue hydrogen with CCS. Leading companies in auto-thermal reforming (ATR) are profiled on page 21, based on reviewing technical papers and over 750 patents. Aker Carbon…