Search results for: “climate model”
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US hydrogen production: by facility and by company?
10MTpa of hydrogen is produced in the US, of which 40% is sold by industrial gas companies, 20-25% is generated on site at refineries, 20% at ammonia plants and 15-20% in chemicals/methanol. This datafile breaks down US hydrogen production by facility. Owners of existing steam methane reforming units may readily be able to capture CO2…
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MHI CCS technology: performance, costs and emissions?
MHI has deployed an amine-based CO2 capture technology, in 15 plants globally, going back to 1999. Reboiler duties are around 2.6 GJ/ton on a 10% CO2 feed. Capture rates and capture purity are high. Degradation and amine emissions are controlled, and c80-90% below MEA. CCS costs and complexities remain high. In our view, this is…
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Naphtha cracking: costs of ethylene, propylene and aromatics?
Naphtha cracking costs $1,300/ton for high value products, such as ethylene, propylene, butadiene and BTX aromatics, to derive a 10% IRR constructing a greenfield naphtha cracker, with $1,600/Tpa capex. CO2 intensity averages 1 ton of CO2 per ton of high value products. This data-file captures the economics for naphtha cracking, a cornerstone of the modern…
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MIRALON: turquoise hydrogen breakthrough?
MIRALON is an advanced material, being commercialized by Huntsman, purifying carbon nanotubes from the pyrolysis of methane and also yielding turquoise hydrogen. This data-file reviews MIRALON technology, patents, and a strong moat. Our model sees 15% IRRs if Huntsman reaches a medium-term cost target of $10/kg MIRALON and $1/kg H2.
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Global hydrogen supply-demand: by region, by use & over time?
Global production of hydrogen is around 110MTpa in 2023, of which c30% is for ammonia, 25% is for refining, c20% for methanol and c25% for other metals and materials. This data-file estimates global hydrogen supply and demand, by use, by region, and over time, with projections through 2050.
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Hot potassium carbonate CCS: energy economics?
Hot potassium carbonate is a post-combustion CCS technology that bypasses the degradation issues of amines, and can help to decarbonize power, BECCS and cement plants. We think costs are around $100/ton and energy penalties are 30-50%. Potassium carbonate CCS can be stress-tested in this data-file, across 50 inputs.
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Redox flow batteries: costs and capex?
Redox flow battery costs are built up in this data-file, especially for Vanadium redox flow. In our base case, a 6-hour battery that charges and discharges daily needs a storage spread of 20c/kWh to earn a 10% IRR on $3,000/kW of up-front capex. Longer-duration redox flow batteries start to out-compete lithium ion batteries for grid-scale…
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Renewable grids: solar, wind and grid-scale battery sizing?
How much wind, solar and/or batteries are required to supply a stable power output, 24-hours per day, 7-days per week, or at even longer durations? This data-file stress-tests different scenarios, with each 1MW of average load requiring at least 3.5MW of solar and 3.5MW of lithium ion batteries, for a total system cost of at…
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Generac: power generation products?
Generac is a US-specialist in residential- and commercial-scale power generation solutions, founded in 1959, headquartered in Wisconsin, with 8,800 employees and $7bn of market cap. What outlook amidst power grid bottlenecks? To answer this question, we have tabulated data on 250 Generac products.
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Sugar to ethanol: the economics?
This data-file captures the economics of ethanol production, as a biofuel derived from sugar. A 10% IRR requires $1-4/gallon ethanol, equivalent to $0.25-1/liter, or $60-250/boe. Economics are most sensitive to input sugar prices. Net CO2 intensity is at least 50% lower than hydrocarbons.
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