Global LNG supply model: by project and by country?
…because 90MTpa of US LNG is already under development. We do see risk to pre-FID US LNG projects, especially as blue hydrogen value chains in the US increasingly compete for…
CO2 intensity of natural gas value chains?
…LNG, including via CCS, blue hydrogen and nature-based CO2 removals. Download the model and you can quickly compute the CO2 intensity of natural gas, including the emissions profiles of other resources….
CO2 intensity of shale: breakdown by category?
…total Scope 1&2 emissions. This is why there is such importance on improving gas utilization (e.g., from booming blue hydrogen value chains) and preventing methane leaks. For a comparison with…
Exhaust gas recirculation in gas power: the economics?
…(at which point blue hydrogen becomes competitive). A short note is presented on the first tab, explaining the background, the theory and our main conclusions. You can stress-test the numbers…
Cryogenic air separation: costs and energy economics?
…blue hydrogen. Good base cases are $100/ton oxygen, $20/ton nitrogen, $200/Tpa capex and 60kWh/ton of electricity (on an input air basis). $499.00 – Purchase Checkout Added to cart Cryogenic air separation was…
CO2 capture: a cost curve?
…that are simply being vented at present, such as from the ethanol or LNG industries, but the ultimate running-room from this opportunity set is <200MTpa. Blue hydrogen, steel and cement…
Natural gas: the EU green taxonomy’s 270g/kWh CO2 target?
…conventional gas plus landfill gas (c25%), nature-based CO2 removals (20-25%), blue hydrogen (30%) and CCS (c33%). Generally these blends do not look too bad on costs, inflating a marginal cost…