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…
European shale: an overview?
…so short of energy that we may need to scale our industry back at a time when we would rather be re-shoring strategic supply chains). While Europe is now trying…
Offshore vessels: fuel consumption?
…industries. Offshore construction vessels are especially used in the offshore wind industry, where installation costs for a large-scale wind project will average aroud $1,000/kW spread across 60-100 vessels during peak…
Blue ammonia: options strategy?
…in the production and distribution of blue ammonia. CO2 abatement costs are calculated versus oil products, coal, gas and LNG on page 6. We argue this is more of an…
Aluminium producers: company screen?
Leading aluminium producers are reviewed in this data-file, across ten companies, producing half of the world’s global output, two-thirds of its non-China output. Scale ranges 1MTpa to 7MTpa. CO2 intensity…
Industrial gases: out of thin air?
…fridges, air conditioners, heat pumps, LNG and industrial gases. Industrial gases comprise a market worth c$100bn per year, including 400MTpa of oxygen. And a surprisingly large number of metals, materials…
Global energy capex: building in boom times?
…at a reasonable overall cost. We illustrate the economies of scale on pages 3-4. In this note, we challenge the notion that it is better to wait. Building in boom…
Metal Organic Frameworks: sorting hat?
…into their component parts is worth $300bn, absorbing 10% of global energy, and all the more so if CCS/DAC scale up in the future. Costs, energy intensity, CO2 intensity and…
Plastic Recycling Companies: pyrolysis and next-generation recycling?
…is ‘on track’ for the game-changing scale-up originally foreseen in our 2019 research note (here), some of the progress along the way is noted here, although please note, the industry’s…
Do refineries become bio-refineries?
…equivalent to c20kbpd of fuel. It will be challenging to source sufficient feedstocks to scale bio-refineries up to meet larger portions of the world’s overall fuel needs. Our conclusion is…