…may be superior to ‘phasing out gas’ and dealing with the issues noted above. Our research below explores a selection of these different themes… https://thundersaidenergy.com/2021/07/08/energy-transition-the-top-ten-controversies/ https://thundersaidenergy.com/2021/04/22/carbon-offset-funds-the-future-of-esg/ https://thundersaidenergy.com/2021/03/04/lng-in-the-energy-transition-rewriting-history/ https://thundersaidenergy.com/2021/02/18/industrial-heat-the-myth-of-electrify-everything/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/…
…will produce 40kTpa, costing €100M to construct, starting up in 2025, and saving 48kTpa of CO2. We believe economics could be extremely exciting, compared to conventional plastics and ethane cracking….
…mainly due to running ethanol as a feedstock. Although encouragingly, ethanol dehydration could be 70% less energy intensive than ethane cracking. Our outlook for alcohol-to-jet fuel is presented on pages…
…crowding out genuine decarbonization. https://thundersaidenergy.com/downloads/coal-industry-co2-per-ton/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/downloads/waste-heat-recovery-the-economics/ https://thundersaidenergy.com/2020/08/28/the-great-leveler-why-co2-prices-are-crucial/ Nature based carbon offsets versus renewable energy credits? My own personal intuition is that RECs may have a role for some consumers…
…in the space. https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ (6) Non-obvious opportunities. Other novel technologies have a vast role in the route to Net Zero. The non-obvious opportunities are best, and are not at risk…
…stress cracking in high-pressure lines). https://thundersaidenergy.com/downloads/gas-and-hydrogen-pipelines-the-energy-economics/ Moving hydrogen as ammonia is another option. Air Products recently sanctioned a $7bn project to produce green hydrogen in Saudi Arabia, convert it to…
This data-file models the costs of converting green hydrogen into ammonia, transporting the ammonia in an LPG tanker, then converting the ammonia back into hydrogen through ammonia cracking. $799.00 – Purchase Checkout…
…fuel oil into low-sulphur diesel. The drivers are an extra stage of cracking, plus higher-temperature hydrocracking and hydrotreating, which will also have the knock-on consequence of increasing hydrogen demands. Higher…
…all the best-in-class new catalysts in the datafile, we think the average refinery could save 5kg/bbl of CO2 intensity: across hydrocracking, FCCs, steam cracking, coking, dewaxing, hydrotreating, alkylation and reforming….
…spectre of inflation, including for food prices, which will be a common theme. The refining industry uses 28% of the world’s H2 to make lower-sulphur fuels via hydro-cracking (1,200 scf/bbl) and hydro-treating…
