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Search results for: โ€œelectrolyser electrolyzerโ€

  • Nafion membranes: costs and hydrogen crossover?

    Nafion membranes: costs and hydrogen crossover?

    Perfluorinated sulfonate (PFSA) membranes, such as Nafion, are the crucial enabler for PEM electrolyzers, fuel cells and other industrial processes. The market is worth $750M pa. The key challenges are costs, longevity and hydrogen crossover, which are tabulated in this data-file.

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  • Plug power: green hydrogen breakthroughs?

    Plug power: green hydrogen breakthroughs?

    Our Plug Power technology review is drawn from the company’s recent patent filings, which offer some of the most detailed disclosures we have ever seen into the manufacturing of PEM electrolysers and fuel cells, underlying catalyst materials, membranes and their manufacturing. One patent seems like a breakthrough. Other patents candidly presented challenges.

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  • Green hydrogen: the economics?

    Green hydrogen: the economics?

    We have modelled the economics of a green hydrogen project, electrolysing water using renewable energy. An H2 price of $8/kg ($60/mcfe) is required to earn a 10% return. Costs data are captured. The most challenging input variable is not capex cost or efficiency, but utilization rate, if the project is to be truly green.

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  • Hydrogen: overview and conclusions?

    Hydrogen: overview and conclusions?

    We think the best opportunities in hydrogen will be to decarbonize gas at source via blue and turquoise hydrogen, displacing ‘black hydrogen’ that currently comes from coal, and to produce small-scale feedstock on site via electrolysis for select industries. Others see green hydrogen as a cornerstone of the future energy system. We think there may…

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  • NEL: green hydrogen technology review?

    NEL: green hydrogen technology review?

    NEL is a green hydrogen technology company, headquartered in Oslo, listed on the Oslo Bรธrs since 2014, and employing 575 people. It has manufactured 3,500 electrolyser units, going back to 1927, historically weighted to alkaline electrolysers, and increasingly focused on PEMs and hydrogen fuelling stations. This NEL technology review explores its patents.

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  • Gas turbines: operating parameters?

    Gas turbines: operating parameters?

    A typical simple-cycle gas turbine is sized at 200MW, and achieves 38% efficiency, as super-heated gases at 1,250ยบC temperature and 100-bar pressure expand and drive a turbine. Efficiency rises to 58% in a combined cycle. The purpose of this data-file is to tabulate typical operating parameters of gas turbines.

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  • Sabatier process: synthetic natural gas costs?

    Sabatier process: synthetic natural gas costs?

    The Sabatier process combines CO2 and hydrogen to yield synthetic natural gas using a nickel catalyst at 300-400C. A gas price of $100/mcf is needed for a 10% IRR, energy penalties exceed 75% and CO2 abatement cost is $2,000/ton?

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  • Electrolysers: how much deflation ahead for hydrogen?

    Electrolysers: how much deflation ahead for hydrogen?

    For green hydrogen to become competitive, total electrolyser costs must deflate by over 75% from current levels around $1,000/kW. This 14-page note breaks down the numbers and the challenges, based on patents and technical papers. We argue 15-25% total cost deflation may be more realistic if manufacturers also strive to make a margin.

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  • Green hydrogen: can electrolysers run off renewables?

    Green hydrogen: can electrolysers run off renewables?

    What degradation rate is expected for a green hydrogen electrolyser, if it is powered by volatile wind and solar inputs? This 15-page note reviews past projects and technical papers. 5-10% pa degradation rates would raise green hydrogen costs by $1/kg. Avoiding degradation justifies higher capex, especially on power-electronics and even batteries?

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  • Electrasteel: renewable steel breakthrough?

    Electrasteel: renewable steel breakthrough?

    Electra is developing an electrochemical refining process, to convert iron ore into high purity iron, and ultimately into steel, using only renewable electricity. It has raised c$100M, gained high-profile backers, and is working towards a test plant. This 9-page note reviews an exceptionally detailed patent, finds clear innovations, but also some remaining risks and cost…

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