This report provides a comprehensive review of the global hydrogen market, including various sources of hydrogen supply and demand in refining, steel, industrial heat, passenger vehicles, road freight, aviation, rail, space heating, ammonia, methanol and other.Market Insights: Hydrogen - 2022 includes a market review and outlook to 2035 for each key region:  North America, South America, Western and Central Europe, Eastern Europe, Middle East, China and Other Asia Pacific.  The report also discusses viable pathways for hydrogen production, along with hydrogen production costs, levelized costs of hydrogen (LCOH) and pricing.Market drivers, key challenges, and potential barriers are reviewed and evaluated including regulatory framework and policies for stimulating overall hydrogen demand. Hydrogen pricing is reviewed and a comparative costs analysis of the main colours of hydrogen (e.g., grey, blue, and green) is performed.AbstractFor achieving “net-zero” emissions by 2050 to constrain the global temperature rise to 1.5 to 2.0 degrees Celsius (°C), negligible or minimal (low) carbon hydrogen is receiving much attention.  Hydrogen is typically used in the chemical industry for several important products such as ammonia, methanol, cyclohexane, hydrogen peroxide, aniline, and oxo alcohols, amongst others.  Hydrogen is also used in the refining sector to reduce the sulfur content of certain fuel streams as well as in many other industries.  In recent years, there is a growing emphasis on adopting hydrogen as an “energy carrier” in fuel cell applications which would open a potentially large new market.  Different types of hydrogen are defined based on a colour palette classifying hydrogen based on its potential environmental footprint and resulting impact. 

Analysis and forecast of supply and demand of the global fuel ethanol market.  This report includes discussion regarding key market drivers and constraints, as well as supply, demand and trade analysis for nine regions: Asia Pacific, China, North America, South America, Western Europe, Central Europe, Eastern Europe, Middle East and Africa, with forecasts to 2035.  Analysis, including first generation and advanced ethanol consumption, the development of governmental support mechanisms in the era of Net Zero emissions targets, feedstock issues and progress on cellulosic production, alongside pricing and cost competitiveness analysis, is also included by region.  

This report is a technoeconomic and carbon intensity comparison analysis of biomethanol (via feedstock switching to biogas, gasification, and power-to-methanol) and potential downstream base chemical products (acetic acid, ethanol, ethylene, propylene, BTX, and gasoline) which form the backbone of the modern chemical industry in turn can be used to produce most conventional petrochemicals, and therefore “green” these value chains. Carbon intensity reductions are valorized in case study scenarios of carbon emissions prices, and break even carbon values are estimated on a regional basis.

This report investigates the technical, economic, and commercial aspects of the growing sustainable aviation fuel (SAF) industry.  Cost of production estimate models are provided for 20 different technologies (across several regions) including various HVO, ATJ, thermochemical and other low carbon intensity technologies – credits are included in the analysis based upon carbon intensity.  Capacity analysis, process descriptions, and strategic insights are also provided.