MIRALON: turquoise hydrogen breakthrough?
…1 ton/ton), which should open up access to $1/kg of 45V incentives under the IRA. Future formulations derived from gas that would otherwise have been flared, landfill gas or biogas…
Verdox: DAC technology breakthrough?
…$20M in Verdox (as the off-gas from aluminium smelters has 1% CO2). Electrochemical DAC allows gas to flow through an electrochemical cell with low resistance, adsorbs CO2 by applying a…
India: electricity demand and power grid over time?
…growth rate of 5% per annum (chart below). Russia’s invasion of Ukraine has not helped, as Europe’s sudden thirst for LNG has pulled gas away from emerging world geographies. India’s…
Global solar: absorption spectrum?
…is the LCOE of constructing new solar versus the LCOE of constructing new wind, hydro, nuclear, gas, coal, biomass, diesel gensets and geothermal (as discussed on page 3). However, when solar growth starts exceeding total electricity demand growth,…
Global energy demand by end use?
…methanol, oil & gas E&P, oil refining, other metals, paper & pulp, passenger cars, pipelines, plastics, polysilicon, refrigeration, residential heat, shipping, solar modules, steel, trains, transmission, two-wheelers and wind turbines….
Bottlenecked grids: winners and losers?
…the outlook for other generation sources, across natural gas, smaller-scale gas, diesel generation, batteries, coal and nuclear (pages 12-13). A growing number of facilities need ratable, round-the-clock power, yet are…
Generac: power generation products?
…larger industrial generators range from 100kW to 2MW in size. Generac’s diesel-fired units cost $500/kW and are c30% efficient, while its larger gas-fired units cost $700/kW and are c25% efficient….
Energy transition: key conclusions from 1Q24?
…are bottlenecked. Hence what stands out in capital goods, clean-tech, solar, gas value chains and materials? And what is most overlooked? $1,999.00 – Purchase Checkout Added to cart 1,400 companies have been…
Cummins: diesel engine and generator technology?
Cummins is a power technology company, listed in the US, specializing in diesel engines, underlying components, exhaust-gas after-treatment, diesel power generation and pivoting towards hydrogen. We reviewed 80 patents from…
Low-carbon baseload: walking through fire?
…reliability are all cross-plotted in the charts on pages 4-8. Gas value chains are lowest-cost overall in the US, especially when developed directly in shale basins. Observations, discussion points and…