Topsoe: autothermal reforming technology?
…reforming technology, for the production of blue hydrogen, which matters increasingly as blue ammonia and blue steel value chains start booming in the US. Topsoe’s ATR design, called SynCor, has…
One hundred years of carbon offsetting?
…and blue carbon eco-systems are most effective. Nature based solutions to climate change are among the largest and lowest cost opportunities in the energy transition, with potential to absorb well…
Decarbonize shipping: alternative fuel costs?
This data-file screens the costs of alternative shipping fuels, such as LNG, blue methanol, blue ammonia, renewable diesel, green methanol, green ammonia, hydrogen and e-fuels versus marine diesel. Shipping costs…
Energy transition: active duty?
…blue ammonia, blue steel, blue chemicals. This has come out of nowhere. We think active managers can add value by latching on to new themes quickly. https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ (8) Bubble risks….
US natural gas: the stuff of dreams?
…global LNG, key export markets, materials demand, reshoring, blue hydrogen, blue ammonia, blue steel, blue chemicals and CCS. It is all connected. Our definition of US gas markets – what…
Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?
…pa by 2050) and blue hydrogen ($250bn pa by 2050), if the world is actually serious about decarbonization. Why are your numbers so low for XYZ? Our models prefer low…
Hydrogen reformers: SMR versus ATR?
Blue hydrogen value chains are gaining momentum. Especially in the US. So this 16-page note contrasts steam-methane reforming (SMR) versus autothermal reforming (ATR). Each of these different hydrogen reformers has…
Industrial gases: out of thin air?
Cryogenic air separation is used to produce 400MTpa of oxygen, plus pure nitrogen and argon; for steel, metals, ammonia, wind-solar inputs, semiconductor, blue hydrogen and Allam cycle oxy-combustion. Hence this…
Methanol production: the economics?
…gas reforming, blue methanol from blue hydrogen and industrially captured CO2, green methanol from green hydrogen and direct air capture CO2, and finally bio-methanol. Inputs are taken from a wide…
Our Top Ten Research Notes of 2020
…way to blue. Blue hydrogen is not just a low-carbon fuel. More importantly, it is the most economic and practical route to establishing large-scale carbon capture and storage. Economics are…