the research consultancy for energy technologies
This 16-page note models the green hydrogen value chain: harnessing renewable energy, electrolysing water, storing the hydrogen, then generating usable power in a fuel cell. Today’s end costs are very…
…volatile input feeds, including case studies from the motor industry, are reviewed on (page 5). A brief history of electrolyser and PEM fuel cell deployments are reviewed, in order to…
…fuel cell companies. 5 are companies in the battery supply chain. 4 are wind companies. 2 are EV producers. Energy transition stocks tend to be younger, smaller and more highly…
…energy transition, if the world is to reach net zero, 250-years after Volta’s invention! This includes all batteries, electric vehicles, electrolysers, fuel cells, electrowinning plants. In our travels through the…
…concepts ranging from chemical looping combustion to molten carbonate fuel cells and solid oxide fuel cells. Transporting CO2 usually costs $4/ton/100km in a pipeline (model here). But CO2 is a…
…at the highest voltage, for ultra-long distance transmission. Smaller generation sources. We have recently written about opportunities in landfill gas, fuel cells, geothermal, and biomass power. But per the charts above,…
This short note profiles Qnergy, the leading manufacturer of Stirling-design engines, which generate 1-10 kW of power, for remote areas, where a grid connection is not available. The units are…
…world-changer, if efficiency improves from 2-10% today to 15-20% in future, or better (and with an interesting read-across for fuel cells). And could semis also underpin electrochemical DAC? The supply…
…13. What conclusions for decision-makers in the energy transition? For example, what would happen to fuel cells in a world that unlocked 40-50% efficient thermoelectric generators, with no moving parts…
…post-combustion CCS, battery recycling, supercapacitors, aerial vehicles, Allam Cycle Oxy-Combustion, BECCS, direct air capture, airborne wind, metal organic frameworks, drones, molten carbonate fuel cells, deep geothermal, autonomous vehicles, chemical looping…