Global hydrogen: market breakdown?
This data-file is a breakdown of the global hydrogen market, which is 110MTpa today, worth around $110bn pa at $1/kg H2 prices. Today’s hydrogen is mostly used for producing ammonia,…
Green hydrogen trucks: delivery costs?
Our 18-page note models the full-cycle economics of a green hydrogen value chain to decarbonize trucks. In Europe, at $6/gallon diesel, hydrogen trucks will be 30% more expensive in the…
Industrial materials: thermodynamic efficiency?
…the decomposition of CH4. Some might see this as an argument for making hydrogen out of CH4 rather than out of H2O, for example, in blue hydrogen or turquoise hydrogen…
Air Products: ammonia cracking technology?
…network on the Gulf Coast, helium and LNG process technologies. It is expanding into blue hydrogen and green hydrogen + hydrogen transport. The NEOM Green Hydrogen project in Saudi Arabia…
Green hydrogen: the economics?
…efficiency. Our numbers are indexed at the electrolyser plant gate. On top of this, a full value chain requires hydrogen storage, hydrogen transport, and hydrogen use in a prime mover…
Green Hydrogen Economy: Holy Roman Empire?
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…
NEL: green hydrogen technology review?
…our usual framework. A large majority of NEL’s recent patents are focused on hydrogen fuelling stations, including compression, storage tanks, safety features, cooling the hydrogen stream, testing the fuelling stations…
Heavy truck costs: diesel, gas, electric or hydrogen?
…hydrogen trucks and other non-standard truck fuels is that fueling (or charging) may take materially longer (45-minutes for a hydrogen fuelling, up to 4-hours for a battery charging). Especially if…
The laws of thermodynamics: what role in the energy transition?
…would absorb around half of the energy content in the hydrogen in the first place. Transportation is the other key challenge for hydrogen, in our assessment. https://thundersaidenergy.com/downloads/gas-industry-co2-per-barrel/ https://thundersaidenergy.com/2020/07/31/hydrogen-lost-in-transportation/ Conclusions: thermodynamics…
MIRALON: turquoise hydrogen breakthrough?
…vehicles, steel and cement. Clean hydrogen? Huntsman and ARPA-E have said that CO2 intensity of the resultant hydrogen from the MIRALON process will be 90% below SMR hydrogen (i.e., below…