Energy transition: investment strategies?
…ammonia fertilizer markets which does not carry any new market risk; or you can sell it as a clean fuel to decarbonize the shipping industry, which involves persuading the shipping…
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,…
CO2 offsets: Pachama’s AI platform?
…of the entire global fertilizer industry per our CO2 breakdown. This raises some question marks. It gets a bit philosophical, but in our view, carbon “offsetting” should be about cancelling…
Global hydrogen: market breakdown?
…industry uses one-third of the world’s hydrogen today, at 0.19 kg per kg of NH3. But our models suggest fertilizer prices could rise 3.5x with a switch to green H2. This raises the…
Ammonia: production costs and energy economics?
…intensity. This matters as fertilizer production thus explains over 1% of global CO2 emissions. $899.00 – Purchase Checkout Added to cart Ammonia production via the Haber-Bosch process was first demonstrated at scale…
Our Top Ten Research Notes of 2020
…offset another 3-15GTpa of CO2. With a $30/ton CO2 price, mid-Western farmers could make more money farming carbon than corn. The theme would also disrupt the global fertilizer industry. https://thundersaidenergy.com/2020/05/01/conservation-agriculture-farming-carbon-into-soils/…
Nature based solutions to climate change: a summary
…as one third of the atmosphere’s post-industrial CO2 derives from degradation of soil carbon. Fertilizer demand would also halve in this scenario. https://thundersaidenergy.com/2020/05/01/conservation-agriculture-farming-carbon-into-soils/ The need for land is one of…
Biogas: the economics?
…and the value of residual digestate, which can be used as fertilizer or bedding in agriculture. Our base case biogas cost model sees a 10% IRR from a combination of…