the research consultancy for energy technologies
…oil and natural gas are from hydrogen molecules, which are very light, but generate energy when they are combusted into water vapor. Dividing through, we calculate the methane intensities below….
…abate 10-20x more CO2 than green hydrogen for the same amount of input energy (chart below). Perhaps AI will help to unlock this upside. The full data-file contains eight tabs,…
…percentage terms. Levelized costs also have limitations as a metric. Economics can be compared with coal, gas, hydrogen, wind or solar. Further nuclear details are in our recent nuclear research….
…tax rates and other reagents (e.g., hydrogen, methanol, sodium hydroxide, hydrochloric acid, etc).. Capex costs are estimated on both a top-down and a bottom-up basis. The average greenfield is costing…
…biogas or hydrogen (chart below). Similarly attractive conclusions hold for decarbonized gas in the power sector. https://thundersaidenergy.com/2020/05/17/decarbonize-heat/ Reforestation is the largest nature based opportunity, with potential to absorb 15bn tons…
…of our research into midstream pipelines is indexed here, while we think the energy transition will bring opportunities to move new projects, including more feedstocks, hydrogen and CO2 for CCS….
…store up excess generation in batteries or as hydrogen, and re-release that energy when the wind is not blowing or the sun is not shining (note below). https://thundersaidenergy.com/2023/11/16/renewable-heavy-grids-dividing-the-pie As a…
…plastics. The main reason these value chains remain oily is due to limits on the energy density of batteries and very high costs for hydrogen transport and e-fuels. US oil…
…filings, and all the underlying details. Operational data are also presented for two interesting cases: Exxon’s recent refinery membrane breakthrough (chart below) and Air Products’s PRISM membranes for hydrogen separation….
…(at which point blue hydrogen becomes competitive). A short note is presented on the first tab, explaining the background, the theory and our main conclusions. You can stress-test the numbers…