US natural gas: the stuff of dreams?
…global LNG, key export markets, materials demand, reshoring, blue hydrogen, blue ammonia, blue steel, blue chemicals and CCS. It is all connected. Our definition of US gas markets – what…
Commodity intensity of global GDP in 30 key charts?
…is associated with 80 tons of coal use, 350 bbls of oil, 1,360 mcf of gas, 285 MWH of electricity, 19 tons of steel, 19 tons of wood, 5 tons…
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…
Howmet: turbine blade breakthroughs?
…Forging Press is 50,000 tons and 10 stories tall, while Howmet is also the largest producer of forged aluminium wheels that are 45% lighter than steel, improving fuel efficiency by…
Industrial gases: out of thin air?
Cryogenic air separation is used to produce 400MTpa of oxygen, plus pure nitrogen and argon; for steel, metals, ammonia, wind-solar inputs, semiconductor, blue hydrogen and Allam cycle oxy-combustion. Hence this…
Global energy demand: nervous breakdown?
…steel (7.5%), plastics (6%), cars (5.4%), commercial heat (5%), hydrogen (4.6%), cement (3%), oil refining (3%), agriculture (3%), aviation (2.6%), air conditioning (2.5%), cooking (2.2%), lighting (2.2%) and shipping (1.4%)…
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…
Hydrogen reformers: SMR versus ATR?
…ammonia, blue steel, methanol and other chemicals, as re-capped on pages 2-3. The thermodynamic advantages of producing hydrogen from methane versus water are not well appreciated. If you start with…
Nature based solutions to climate change?
…from timber products. Cross laminated timber can be used for large construction projects, lowering CO2 by 15-80% compared to steel and cement. Tricoya is a listed mid-cap making a long-lasting…
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….