the research consultancy for energy technologies
…kg of polyurethane. However at $7-10/kg green hydrogen prices, this also inflates the polyurethane price by around $0.8-1.2/kg. Conversely, using US blue hydrogen can avoid similar CO2 emissions with minimal…
…of CO2 according to pressure and temperature in kg per m3 Hence often the disposal pipeline in a CCS or blue hydrogen value chain may often be pumping a liquid,…
The DRI+EAF pathway already underpins 6% of global steel output, with 50% lower CO2 than blast furnaces. But could IRA incentives encourage another boom here? Blue hydrogen can reduce CO2…
…we see the best opportunities for blue ammonia (note here), across fertilizers, feedstocks and fuels. The report draws on this screen of blue ammonia projects. The history is that ten…
…Ammonia production costs can be stress-tested in the data-file, including by varying the ammonia price ($/ton), nitrogen price ($/ton), hydrogen type (grey, blue, green), hydrogen price ($/kg), material losses (%),…
…is impossible. We welcome challenges to these numbers, but so far, have not received any from our contacts in the hydrogen industry. https://thundersaidenergy.com/2020/10/22/electrolysers-how-much-deflation-ahead-for-hydrogen/ (5) The green hydrogen bubble will give…
…10MTpa of US hydrogen production is disaggregated facility by facility in TSEs database of hydrogen plants The US produces 10MTpa of hydrogen each year, of which c40% is merchant hydrogen…
…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….
The aim of this data-file is to assess who has the leading technology for producing industrial hydrogen: but especially blue hydrogen from auto-thermal reformers, which was highlighted as an opportunity…
…– 10% hydrogen across a hydrogen value chain. (5) 3x higher hydrogen leakage rates are not an unjustified concern, because the radius of an H2 molecule is about 3x smaller than…