Hydrogen: lost in transportation?
…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 in…
Polyurethane: production costs?
…chains, naphtha cracking, air separation, hydrogen production, chemical separations, CO2 separation, ammonia synthesis, nitric acid, methanol, formaldehyde, chlor-alkali, acetylene et al. Can you use green hydrogen to decarbonize polyurethane? Substituting…
Commodity prices: metals, materials and chemicals?
…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…
Energy transition: active duty?
…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….
Hydrogen evolution: outlook for industrial gases?
…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…
Carbon capture and storage: research conclusions?
…the Inflation Reduction Act are already kickstarting a boom in blue value chains, from blue ammonia, to blue steel, to blue chemicals. This exciting theme is gathering momentum at a…
Energy transition from first principles?
…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,…
Global energy demand by end use?
…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,…
European gas: anatomy of an energy crisis?
…long-term, as the US can produce the same materials, at lower feedstock costs, while possibly also decarbonizing at source, via blue hydrogen value chains (examples below). https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ The…
Energy transition: top commodities?
…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…