Hydrogen: lost in transportation?
…hydrogen 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…
Turquoise hydrogen from methane pyrolysis: economics?
…may unlock lower costs for turquoise hydrogen than blue hydrogen or green hydrogen. The disadvantage is that methane decomposition is endothermic, thus an exterior energy source is required. If this…
Hydrogen evolution: outlook for industrial gases?
…today’s asset base. Our outlook varies by region. This 17-page hydrogen outlook explores the evolving market and implications for industrial gas incumbents? $599.00 – Purchase Checkout Added to cart Today’s 110MTpa hydrogen…
Hydrogen reformers: SMR versus ATR?
Blue hydrogen value chains are gaining momentum. Especially in the US. So this 16-page note contrasts steam-methane reforming (SMR) versus autothermal reforming (ATR). Each has merits and challenges. ATR looks…
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…
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…
Blue steel: construction boom?
…and CO, formed by reforming natural gas. But the higher the share of hydrogen, the lower the CO2, and thus there is opportunity to add merchant hydrogen to DRIs. Existing…
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…