Search results for: “hydrogen reforming”
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Natural hydrogen: going for gold?
Vast quantities of hydrogen are produced in the Earth’s subsurface, via the Serpentinization of iron-containing Peridotite rocks. Gold, white and orange hydrogen variations aim to harness this hydrogen. This 19-page note explores opportunities, costs and challenges for harvesting H2 out of natural seeps, hydrogen reservoirs or fraccing/flooding Peridotites.
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Hydrogen Cars: how economic?
We model the relative economics of hydrogen cars, which are c85% costlier than US gasoline in our base case. In Europe, c20% cost-deflation could bring hydrogen cars close to competitiveness.
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Power Trains? Electric, diesel or hydrogen
This data-file compares diesel trains, electric trains and hydrogen trains, according to their energy consumption, carbon emissions and fuel costs. The energy economics are best for electrifying rail-lines. Hydrogen costs must deflate 25-75% to be cost-competitive.
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Hydrogen vehicles and fuelling stations: where’s the IP?
We cleaned 18,600 patents into hydrogen vehicles and vehicle fuelling stations. Technology leaders include large auto-makers, industrial gas companies, Energy Majors and hydrogen specialists. Overall, the patents indicate the array of challenges that must be solved to scale up hydrogen fuel in transport.
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Hydrogen reformers: technology leaders
This data-file assesses who has the leading technology for producing industrial hydrogen, but especially blue hydrogen from auto-thermal reformers, after reviewing public disclosures and 750 patents. Companies include Air Liquide, Air Products, Casale, Haldor Topsoe, Johnson Matthey, KBR, Linde, Thyssenkrupp.
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Monolith: turquoise hydrogen breakthrough?
Monolith claims it is the “only producer of cost effective commercially viable clean hydrogen today” as it has developed a proprietary technology for methane pyrolysis. But overall this was not one of our most successful patent screens. Some specific question marks are noted in the data-file.
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Polyurethane: production costs?
Polyurethane production costs are estimated at $2.5-3.0/kg in our base case model, which looks line-by-line across the inputs and outputs, of a complex, twenty stage production process, which ultimately yields spandex-lycra fibers. Costs depend on oil, gas and hydrogen input prices.
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BrightLoop: clean hydrogen breakthrough?
Is Babcock and Wilcox’s BrightLoop technology a game-changer for producing low-carbon hydrogen from solid fuels, while also releasing a pure stream of CO2 for CCS? Conclusions and deep-dive details are covered in this data-file, allowing us to guess at BrightLoop’s energy efficiency and a moat around Babcock’s reactor designs?
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Cemvita Factory: microbial breakthroughs?
Cemvita is a private biotech company, based in Houston, founded in 2017. It has isolated and/or engineered more than 150 microbial strains, aiming to valorize waste, convert CO2 to useful feedstocks, mine scarce metals (e.g., direct lithium extraction) and “brew” a variant of gold hydrogen from depleted hydrocarbon reservoirs. This data-file is our Cemvita Factory…
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Polyester: production process?
Polyester is the most produced textile fiber on planet Earth. Of the world’s 8GTpa of oil and gas production, 80MTpa, or 1% ends up as PET, via eleven chemical processing stages that span naphtha-reforming, BTX separation into paraxylene, oxidation to PTA, plus ethane cracking, ethylene oxide and ethylene glycol. This data file covers the polyester…
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