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Search results for: “gas”

  • Acetylene: production costs?

    Acetylene: production costs?

    Acetylene production costs are broken down in this data-file, estimated at $1,425/ton for a 10% IRR on a petrochemical facility that partially oxidizes the methane molecule. CO2 intensity is over 3 kg/kg. Up to 12MTpa of acetylene is produced globally for welding and as a petrochemical building block.

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  • Electrochemistry: battery voltage and the Nernst Equation?

    Electrochemistry: battery voltage and the Nernst Equation?

    What determines the Voltage of an electrochemical cell, such as a lithium ion battery, redox flow battery, a hydrogen fuel cell, an electrolyser or an electrowinning plant? This note explains electrochemical voltages, from first principles, starting with Standard Potentials and the Nernst Equation.

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  • US power generation under development over time?

    US power generation under development over time?

    An all-time record of 180GW of new power generation is currently under development in the US in 4Q24, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. Gas turbines and battery co-deployments are…

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  • Residential energy prices: reasons for optimism?

    Residential energy prices: reasons for optimism?

    Residential energy prices tend to run 4x higher than underlying wholesale energy prices. This is a very wide margin, as by contrast, typical commoditized products in supermarkets are usually only marked up by about 2x, compared to their wholesale prices. Today’s data-file compares retail prices vs wholesale prices across a dozen different categories. A remarkable…

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  • Methane reforming: costs of grey hydrogen, costs of blue hydrogen?

    Methane reforming: costs of grey hydrogen, costs of blue hydrogen?

    This data-file captures the economics of blue hydrogen production via reforming natural gas: either steam-methane reforming or auto-thermal reforming. Costs and operating parameters are compiled from technical papers. Blue hydrogen can be cost-competitive with CCS, while overall costs are most sensitive to gas prices.

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  • Fuel costs and CO2 intensities?

    Fuel costs and CO2 intensities?

    We have produced a cross-plot of the costs and CO2 intensities of different fuels, in $/boe and kg of CO2 per boe, to compre the relative attractiveness of decarbonization options. Favored decarbonization options are nature based solutions, CO2-EOR, blue hydrogen and coal-to-gas switching.

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  • European shale: an overview?

    European shale: an overview?

    Europe has 15 TCM of technically recoverable shale gas resources. This data-file aims to provide a helpful overview, as we expect exploration to re-accelerate. Ukraine has the best shale in Europe, which may even be a motivation for Russian aggression. Other countries with good potential, held back only by sentiment are Romania, Germany, UK, Bulgaria…

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  • CH4 context: the largest methane leaks of all time?

    CH4 context: the largest methane leaks of all time?

    Global methane emissions run to 360MTpa. 40% is agriculture, 40% is the energy industry and 20% is landfills. Within energy, over 30% of the leaks are from coal, 30% are from oil, 27% are from gas. This short note quantifies some of the largest methane leaks of all time, and provides context for the recent…

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  • Blue ammonia projects: a screen?

    Blue ammonia projects: a screen?

    This data-file captures a sample of 30MTpa of blue ammonia projects from 1980 to 2030, including their location, companies, timings (year of FID, year of start-up), their sizes (in MTpa), their CO2 reductions (in %), their capex costs (in $M, where disclosed) and the implied capex costs ($/Tpa). We have also summarized each project with…

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  • Pressure swing adsorption: energy economics?

    Pressure swing adsorption: energy economics?

    Pressure swing adsorption purifies gases according to their differing tendencies to adsorb onto adsorbents under pressure. Pressure swing adsorption costs $0.1/kg when separating pure hydrogen from reformers, and $2-3/mcf when separating bio-methane from biogas. Our cost breakdowns include capex, opex, maintenance, zeolite replacement, compression power and CO2 costs.

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