Energy transition: is it becoming a bubble?
Investment bubbles in history typically take 4-years to build and 2-years to burst, as asset prices rise c815% then collapse by 75%. In the aftermath, finances and reputations are both…
The Amazon tipping point theory?
…burning down forests and start re-planting them. This does not require electrolysing water molecules into hydrogen, smoothing volatility in renewable-heavy grids, or developing next-generation batteries. It requires something much harder:…
Prevailing wind: new opportunities in grid volatility?
…on pages 5-6. We conclude that the latest data actually challenge the case for grid-scale batteries and green hydrogen. Downside volatility has increased most, as is quantified on pages 7-8,…
Solid oxide fuel cells: what challenges?
This data-file reviews fifty patents into solid oxide fuel cells, filed by leading companies in the space in 2020, in order to understand the key challenges the industry is striving…
CO2 electrolysis: the economics?
…CO2 into CO and oxygen? $499.00 – Purchase Checkout Added to cart This data-file models the economics of CO2 electrolysis, including recent advances from leading industrial gas companies, and by analogy to hydrogen…
US shale gas: the economics?
…wonder whether the US blue hydrogen boom will absorb more gas and outcompete LNG, especially as the US Gulf Coast becomes the most powerful clean industrial hub on the planet…
Electric trucks: what battery sizes?
…likely add $110-170k of cost at 2020 battery costs. Our roadmap to decarbonize trucking most prefers carbon-offset diesel, then hybridization with super-capacitors, then electric semi-trucks, and least prefers hydrogen trucks….
Vertical greenhouses: what future in the transition?
…in grids that are increasingly laden with renewables. They are much more economical at achieving this feat than batteries or hydrogen electrolysers (pages 7-10). The overall CO2 intensity of vertical…
Ethane cracking: the economics?
Global ethylene production is around 200MTpa, one of the most important building blocks of the petrochemical industry, produced by cracking ethane (C2H6) into ethylene (C2H4), yielding hydrogen (H2) as a…
Cryogenic air separation: costs and energy economics?
…blue hydrogen. Good base cases are $100/ton oxygen, $20/ton nitrogen, $200/Tpa capex and 60kWh/ton of electricity (on an input air basis). $499.00 – Purchase Checkout Added to cart Cryogenic air separation was…