the research consultancy for energy technologies
…different merits and challenges. ATR looks excellent for clean ammonia. While the IRA creates CCS upside for today’s SMR incumbents, across industrial gases, refining and chemicals. $599.00 – Purchase Checkout Added to…
…lost in transportation: our overview into hydrogen transport is here, covering cryogenic trucks, hydrogen pipelines, pipeline blending, ammonia and toluene. Is a hydrogen truck really comparable with a diesel truck?…
Global production of hydrogen is around 110MTpa in 2023, of which c30% is for ammonia, 25% is for refining, c20% for methanol and c25% for other metals and materials. This…
…chains, naphtha cracking, air separation, hydrogen production, chemical separations, CO2 separation, ammonia synthesis, nitric acid, methanol, formaldehyde, chlor-alkali, acetylene et al. Can you use green hydrogen to decarbonize polyurethane? Substituting…
…pipelines and chemical hydrogen carriers (e.g., ammonia). Midstream costs will be 2-10x higher than comparable gas value chains, while up to 50% of hydrogen’s embedded energy may be lost in…
…8), clean fuels such as hydrogen or blue ammonia (page 9), and around half of the market is currently linked to aerospace and defense spending, which matters for geopolitical security?…
…captures 70 globally traded materials commodities and their annual prices over time in $/ton, year by year, from 2012-2022. These are: Acrylonitrile prices, Adhesives prices, Aggregates prices, Aluminium prices, Ammonia…
…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….
…autothermal reforming (ATR). Each has merits and challenges. ATR looks excellent for clean ammonia. While the IRA creates CCS upside for today’s SMR incumbents, across industrial gases, refining and chemicals….
…to decarbonize ammonia, steel, petrochemicals and other materials. More broadly, other commentators have published huge forecasts for green hydrogen. But what is actually realistic in our hydrogen supply model? And…