Ammonia: production costs and energy economics?
…a separate database of blue ammonia projects. And written a deep-dive report into where we see the best blue ammonia opportunities. Costs of blue ammonia may be similar to grey…
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…
Carbon capture and storage: research conclusions?
…the Inflation Reduction Act are already kickstarting a boom in blue value chains, from blue ammonia, to blue steel, to blue chemicals. This exciting theme is gathering momentum at a…
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…
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…
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….
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…
Polyurethane: production costs?
…reinflation. This illustrates that there may be growing upside in blue chemicals, alongside other blue hydrogen themes. It is a lot to capture. And hence we hope users of this…
Methane leaks: by gas source and use
…6kg/boe, 1kg/mcfe, or +2% on Scope 3 emissions) and/or Permian gas in LNG or blue hydrogen value chains (0.3%). Residential gas use is closer to 0.8-1.2%, which is 4-6kg/mcfe; or…