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…
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…
…why we are relatively cautious on hydrogen in the power sector (note here). The opportunity in transportation may be much greater, including a lower hurdle for cost competitiveness, and environmental…
…expensive in smaller countries with less land. Covered technologies include biofuels, reforestation, restoring soil carbon, carbon capture and storage, onshore wind, offshore wind, solar, hydro power, direct air capture and…
Phase change materials could be a game-changer for energy storage. They absorb (and release) coldness when they freeze (and melt). They can earn double digit IRRs unlocking c20% efficiency gains…
…capex (in $/kW), thermal efficiency levels (in %) and the levelized costs of power from Organic Rankine Cycle engines. Capex costs of Organic Rankine Cycle engines are estimated at around…
…6% are construction related (chart below). Breakdown-of-Global-Patent-Filings-by-Major-Industry-Over-Time The rise of China as an industrial power is truly staggering. Patent filings in China reached 6M in 2021, which was 79% of…
…gas boiler or burner will have 4% CO2 in its exhaust gas, rising to 8-12% with exhaust gas recirculation, and rising further, to 10-12% at a typical coal fired power…
…as variations of these open-cycle turbines that are used in jet engines. Case studies from one such company, commercializing small, combined heat and power turbines, are presented in a backup…
…explanation of operating parameters in the model. Please download the data-file to stress-test sensitivities to capex costs, opex costs, gas efficiency, gas prices, power prices, CO2 prices and fiscal regimes….
…for the gas industry. The three benefits are superior volumes, pricing power and acceptance in the energy transition, as explained on pages 17-19. Leading projects are profiled on page 20,…