the research consultancy for energy technologies
…are also, in our view, prohibitively high. And without a willingness to pay very high green premia, we expect it may be hard to displace hydrocarbons using electro-chemical fuels. https://thundersaidenergy.com/2023/01/17/green-hydrogen-alkaline-versus-pem-electrolysers/…
…of CO2 disposal, across various technologies, from straight-run amine CCS, to DAC, CO2-EOR, blue hydrogen SMRs and ATRs, oxy-combustion, potassium carbonate, other sorbents, next-gen membranes. But what CO2 purity levels…
…Majors’ development capex (page 7), UK offshore wind projects (page 8) and recent green hydrogen projects (page 9). Peak costs are 2-3x trough costs. For project developers, the key conclusion…
…timely electricity supplies from the grid, although our outlook differs for green hydrogen, heat pumps and electric vehicles (pages 6-7). Most controversial are the outlooks for power electronics, power cables…