the research consultancy for energy technologies
…captures 70 globally traded materials commodities and their annual prices over time in $/ton, year by year, from 2012-2022. These are: Acrylonitrile prices, Adhesives prices, Aggregates prices, Aluminium prices, Ammonia…
…blue ammonia, blue steel, blue chemicals. This has come out of nowhere. We think active managers can add value by latching on to new themes quickly. https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ (8) Bubble risks….
…see an emerging boom in decarbonizing hydrogen-consuming value chains, especially blue ammonia and blue steel, and especially in the US Gulf Coast region, due to incentives under the Inflation Reduction…
…to decarbonize ammonia, steel, petrochemicals and other materials. More broadly, other commentators have published huge forecasts for green hydrogen. But what is actually realistic in our hydrogen supply model? And…
…Ammonia, Carbon Fiber, Cement, Copper, Cyanides, Desalination, Glass, H2O2, Hydrogen, Industrial Gases, Lithium Batteries, Methanol, NaOH/Cl2, Nitric Acid, Paper, Plastics, Silicon, Silver, Steel, Wood Products. As a rule of thumb,…
…vehicles, LED lighting, VFDs, CHPs, insulation, methane mitigation. https://thundersaidenergy.com/2023/03/23/eroei-energy-return-on-energy-invested/ Energetic industries from first principles: the internet, industrial gases, hydrogen, ammonia, steel, battery recycling, trucks, transport, compressors. The new age of electricity from first principles: transmission,…
…heat >1,000◦C (chart below). The full data-file includes estimates of global energy demand across almost fifty end uses: agriculture, air conditioning, air separation, aluminium, ammonia, asphalt, aviation, bleach, buses, cement,…
…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…
…consumers such as power plants, LNG plants, ammonia plants, hydrogen reformers, industrial heating and households. Hence in the title chart above, we have attempted to build up the methane intensity…
…ammonia), in sizes from 230kW to multiple-MW, >45% electrical efficiency and >80% total thermal efficiency in CHP mode. In a linear generator, the compression of fuel and air causes a…