Carbon accounting: philosophical investigations?
…in considering the relative CO2 fluxes that can be achieved with 1MWH of renewables (displacing coal power is best, conversion to hydrogen is materially worse) or 1kg of waste biomass…
Energy economics: an overview?
…Ammonia, Carbon Fiber, Cement, Copper, Cyanides, Desalination, Glass, H2O2, Hydrogen, Industrial Gases, Lithium Batteries, Methanol, NaOH/Cl2, Nitric Acid, Paper, Plastics, Silicon, Silver, Steel, Wood Products. As a rule of thumb,…
Emerging technologies: can you spot a fraud from patents?
…from the hydrogen industry on page 4. But companies with many patents and very bold claims are harder to identify. Specifically, Theranos filed over 175 patents. Some are very detailed….
CO2 capture: a cost curve?
…that are simply being vented at present, such as from the ethanol or LNG industries, but the ultimate running-room from this opportunity set is <200MTpa. Blue hydrogen, steel and cement…
Power-to-liquids: companies commercializing electro-fuels?
This data-file summarizes the details of c15 companies aiming to commercialise low-carbon electro-fuels, using power-to-liquids technologies. $399.00 – Purchase Checkout Added to cart For each company, we summarize their process, their progress,…
Electro-fuels: start out as a billionaire?
Electro-fuels are hydrocarbons produced primarily from renewable power, CO2 and water. They are reminiscent of the adage that ‘the fastest way to become a millionaire is to start out as…
Inflation: will it de-rail the energy transition?
…of wind, solar, hydrogen and batteries, on pages 10-12. There are surprising feedback loops, which could amplify inflation. No brakes? We also find that the usual mechanism to slow inflation…
Combined heat and power turbines: market sizing?
…possibly also biogas or hydrogen. Our build-up looks across five main categories: large power facilities, large industrial heating facilities, landfill gas, electric vehicle charging and smaller-scale commercial and multi-family usage….
Carbon fiber: energy economics?
…advanced conductors and hydrogen storage. Carbon fiber production costs are estimated in this data-file, building up from first principles, across capex, precursor materials, gas, electricity, opex, CO2 penalties, utilization rates,…
Energy transition: top commodities?
…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…