Global hydrogen supply-demand: by region, by use & over time?
…comprising 85MTpa of grey hydrogen emitting 9 tons/ton of CO2 and 25MTpa of black hydrogen emitting 25 tons/ton of CO2. The purpose of this global hydrogen supply model is to…
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…
Turquoise hydrogen from methane pyrolysis: economics?
…may unlock lower costs for turquoise hydrogen than blue hydrogen or green hydrogen. The disadvantage is that methane decomposition is endothermic, thus an exterior energy source is required. If this…
Costs of hydrogen from coal gasification?
…hydrogen and turquoise hydrogen as leading options. The costs of syngas and the costs of hydrogen from coal gasification depend on input variables. Capex costs are usually around $1,000/kWth of…
Hydrogen evolution: outlook for industrial gases?
…varies by region. The trajectory looks very different in US hydrogen markets, Europe, the broader OECD and non-OECD (pages 12-16). Blue hydrogen value chains are now booming in the US,…
Green Hydrogen Economy: Holy Roman Empire?
…Economy. Well over 80% of 2050’s hydrogen market is likely to be blue hydrogen. This is ultimately derived from natural gas energy (increasing gas demand). And it is still not…
Industrial materials: thermodynamic efficiency?
…the decomposition of CH4. Some might see this as an argument for making hydrogen out of CH4 rather than out of H2O, for example, in blue hydrogen or turquoise hydrogen…
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 12-page report covers where we see the best…
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…
Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?
…green hydrogen ($8/kg) specifically because blue hydrogen is less expensive. Market size = volume x price. Hence if the volumes were the same, then green hydrogen markets would be 8x…