Analyst Insight | July 01, 2021
Fuel cell electric vehicles (FCEVs) have long remained the power train of tomorrow, but today, battery electric powertrains have displaced fuel cells as the immediate answer to reducing transport emissions. A key reason for the lack of fuel cell vehicle adoption in transport is infrastructure. Thus ... Not part of subscription
State of the Market Report | February 23, 2022
The hydrogen economy has become the energy sector’s favorite buzzword. While hydrogen is now fully acknowledged as a necessity for our energy transition, it is still at the early stage and there is no tried and tested strategy for succeeding in hydrogen. This presentation will help untangle what ... Not part of subscription
Analyst Insight | March 15, 2022
Fifteen years ago, the Honda FCX Clarity was presented as the future of the car. Its hydrogen fuel cell only emitted water, and the technology seemed like the successor to the internal combustion engine (ICE). Of course, we all know what followed those announcements — Tesla’s push for vehicle ... Not part of subscription
by Yuan-Sheng Yu
The ICCT report analyzed the potential of hydrogen as a fuel for shipping vessels along the transpacific corridor. Key findings include that with a 5% reduction of cargo to make room for hydrogen fuel storage, 99% of the fleet could complete the journey. While the report noted that limited supply is a current barrier, our calculations of the fuel demand of the 304 vessels and their 1,246 voyages would require more than 20% of the hydrogen produced today, nearly all of which is utilized for industrial purposes. It remains unlikely for industrial processes to reduce their hydrogen requirements, but as only 2% of the world's proven natural gas reserves are use today, we do not foresee a feedstock barrier for hydrogen if the demand emerges.
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