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  • Vehicles: energy transition conclusions?

    Vehicles: energy transition conclusions?

    Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.

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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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  • 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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  • 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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  • 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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  • Levelized cost of electricity: stress-testing LCOE?

    Levelized cost of electricity: stress-testing LCOE?

    This data-file summarizes the levelized cost of electricity, across 35 different generation sources, covering 20 different data-fields for each source. Costs of generating electricity can vary from 2-200 c/kWh. The is more variability within categories than between them. Numbers can readily be stress-tested in the data-file.

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  • Global hydrogen: market breakdown?

    Global hydrogen: market breakdown?

    This data-file is a global hydrogen market breakdown, disaggregating the 110MTpa market (mainly ammonia, methanol and refining), how it is met via different production technologies, and our estimates of those technologies’ costs (in $/kg) and CO2 intensities (in kg/kg or tons/ton).

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  • Oxycombustion: economics of zero-carbon gas?

    Oxycombustion: economics of zero-carbon gas?

    Oxy-combustion is a next-generation power technology, burning fossil fuels in an inert atmosphere of CO2 and oxygen. It is easy to sequester CO2 from its exhaust gases, helping heat and power to decarbonise. We argue that IRRs can be competitive with conventional gas-fired power plants.ย 

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  • Green Hydrogen Economy: Holy Roman Empire?

    Green Hydrogen Economy: Holy Roman Empire?

    We model the green hydrogen value chain: harnessing renewable energy, electrolysing water, storing the hydrogen, then generating usable power in a fuel cell. Todayโ€™s costs are very high, at 64c/kWh. Even by 2050, our best case scenario is 14c/kWh, which elevates household electricity bills by $440-990/year compared with decarbonizing natural gas.

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  • Energy transition stocks: holdings in clean energy funds?

    Energy transition stocks: holdings in clean energy funds?

    Which stocks are most considered to be energy transition stocks? To answer this question, we have aggregated the holdings of ten well-known energy transition ETFs and clean tech ETFs, in early 2023.

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