US natural gas: blue hydrogen tightens global LNG markets?
…than 1 kg/kg (90% below grey hydrogen) and in turn, the hydrogen can be used to produce blue ammonia, blue steel, blue chemicals and as a low carbon fuel in…
Blue steel: construction boom?
…these booms (page 3). What about blue steel? This 13-page report argues that the same five factors exist for ‘blue steel’ as for blue hydrogen and blue ammonia. The goal…
Blue ammonia: options strategy?
Blue ammonia can economically decarbonize the fertilizer industry, using low-cost natural gas; with options to decarbonize combustion fuels in the future. This 12-page report covers where we see the best…
Methane reforming: costs of grey hydrogen, costs of blue hydrogen?
…see an emerging boom in decarbonizing hydrogen-consuming value chains, especially blue ammonia and blue steel, and especially in the US Gulf Coast region, due to incentives under the Inflation Reduction…
Blue ammonia projects: a screen?
…we see the best opportunities for blue ammonia (note here), across fertilizers, feedstocks and fuels. The report draws on this screen of blue ammonia projects. The history is that ten…
Deep blue: cracking the code of carbon capture?
…transition. Midstream challenges remain. But we find they are less challenging for blue hydrogen than for green hydrogen on page 16. A scale-up of blue hydrogen is a dream scenario…
Blue carbon: how much degradation and CO2 emission?
83% of the global carbon cycle is circulated through the ocean. Hence the term ‘Blue Carbon’ was first coined a decade ago to describe the disproportionately large CO2 contribution of…
Blue ammonia: options strategy?
Blue ammonia can economically decarbonize the fertilizer industry, using low-cost natural gas; with options to decarbonize combustion fuels in the future. This report covers where we see the best opportunities,…
Ammonia: production costs and energy economics?
…a separate database of blue ammonia projects. And written a deep-dive report into where we see the best blue ammonia opportunities. Costs of blue ammonia may be similar to grey…
Carbon capture and storage: research conclusions?
…the Inflation Reduction Act are already kickstarting a boom in blue value chains, from blue ammonia, to blue steel, to blue chemicals. This exciting theme is gathering momentum at a…