Author: Anela Dokso

Coal

The levelized cost of electricity (LCOE) for renewables like solar and wind becomes cheaper than continuing operations of existing coal plants. This paradigm shift indicates that even in markets with high solar and wind costs, like Japan, renewables have reached a point where they can outperform traditional coal-based power systems in terms of cost-efficiency. Ammonia, produced from various hydrogen sources such as green, blue, or gray hydrogen, adds significantly to electricity costs when used alongside coal. This economic burden prompts the argument that if renewable energy infrastructure (specifically solar) can be built for less than it costs to operate a…

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Graphite

Graphite’s pivotal role in the battery market is steadily garnering attention due to its intrinsic chemical properties and market dynamics. As battery demand globally nears 1.1 to 1.2 terawatt-hours by 2024, the implications for the graphite market are profound, especially within the burgeoning electric vehicle (EV) sector. In China alone, the EV market conquered a 40% year-over-year sales increase, albeit driven largely by plug-in hybrid vehicles rather than their pure battery electric counterparts. Outside China, particularly in Europe, the cessation of subsidies in countries like Germany dampened battery electric vehicle sales. Meanwhile, the energy storage segment experienced robust growth supported…

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hydrogen

Airbus has recalibrated its timeline for the introduction of a hydrogen-powered commercial aircraft, initially aimed for launch by 2035. This decision arises amid slower-than-expected progress in technological advancements critical for making hydrogen aviation commercially viable. Despite stating that 2035 remains an ambition, Airbus has acknowledged that the actual deployment of such an aircraft may extend beyond this initial target. This delay is underscored by the recent reassessment of hydrogen’s role in achieving net-zero emissions by 2050 by European airlines, which have scaled back their expectations. The core challenges cited by Airbus in meeting the original schedule include the development of…

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Green Hydrogen

This partnership primarily focuses on developing and producing catalyst-coated membranes (CCMs), which are pivotal for efficient hydrogen fuel cells. At the core of their efforts is the utilization of advanced metals chemistry expertise by JM in conjunction with Bosch’s manufacturing strength to introduce scalable and efficient solutions for commercial transport. Bosch has committed over $2.5 billion towards hydrogen technology by the year 2026. This significant investment reflects Bosch’s strategic focus on integrating hydrogen solutions, especially in medium- and heavy-duty vehicles, which demand longer-range and rapid refueling capabilities. Hydrogen fuel cells present a viable solution where battery-electric technologies might not suffice…

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