hydrogen Insights - Thunder Said Energy

Green Hydrogen Economy: Holy Roman Empire?

We model the green hydrogen value chain: harnessing renewable energy, electrolysing water, storing the hydrogen, then generating usable power in a fuel cell. Today’s costs are very high, at 64c/kWh. Even by 2050, our best case scenario is 14c/kWh, which elevates household electricity bills by $440-990/year compared with decarbonizing natural gas.
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Ten Themes for Energy in the 2020s

We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to TSE clients.
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MCFCs: what if carbon capture generated electricity?

Molten carbonate fuel cells (MCFCs) could be a game-changer for CCS and fossil fuels. They capture CO2 from combustion facilities; while at the same time, generating electricity from natural gas. The first pilot plant is being tested in 1Q20, by ExxonMobil and FuelCell Energy. Economics range from passable to phenomenal.
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The Ascent of LNG?

This note outlines 200MTpa of potential upside to consensus LNG demand, due to emerging technologies, in power and transportation. LNG use could thus compound at an 8% CAGR to 800MTpa by 2030, justifying greater investment in unsanctioned LNG projects.
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Good Batteries vs Bad Batteries?

A “good battery” enhances the efficiency of the total energy system. A “bad battery” diminishes it. Hence we have quantified battery quality, ranging from 3.5x efficiency gains for EVs to c30% efficiency losses for grid-scale hydrogen. This distinction must not be overlooked in the world’s quest for cleaner energy.
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