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…
Blue carbon: how much degradation and CO2 emission?
83% of the global carbon cycle is circulated through the ocean. Hence the term ‘Blue Carbon’ was first coined a decade ago to describe the disproportionately large CO2 contribution of…
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….
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…
Blue ammonia: options strategy?
Blue ammonia can economically decarbonize the fertilizer industry, using low-cost natural gas; with options to decarbonize combustion fuels in the future. This report covers where we see the best opportunities,…
Blue steel: construction boom?
The DRI+EAF pathway already underpins 6% of global steel output, with 50% lower CO2 than blast furnaces. But could IRA incentives encourage another boom here? Blue hydrogen can reduce CO2…
Deep blue: cracking the code of carbon capture?
Carbon capture is cursed by colossal costs at small scale. But blue hydrogen may be its saviour. Crucial economies of scale are guaranteed by deploying both technologies together. The combination…
European gas: anatomy of an energy crisis?
…long-term, as the US can produce the same materials, at lower feedstock costs, while possibly also decarbonizing at source, via blue hydrogen value chains (examples below). https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ The…
Bright green hydrogen from biomass gasification?
…should be -20 tons of CO2 per ton of hydrogen production. Biomass gasification adds to our list of hydrogen technologies, from black hydrogen, grey hydrogen, SMR blue hydrogen, ATR blue…
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…