ESG, Recycling, & Climate | Weekly Thematic

Coal – The Cheapest Blue Hydrogen: Heresy Or Common-Sense?
December 22, 2021
Products Mentioned:
Carbon, Hydrogen, Coal, LNG, Asbestos, Packaging
Companies Mentioned:
Shell, Air Products, Danimer Scientific, Fulcrum Bioenergy, SK Capital, Venture Global, CNOOC
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Coal – The Cheapest Blue Hydrogen: Heresy Or Common-Sense?

  • As the “Build Back Better” plan looks less likely in the US we would expect compromises that provide greater opportunities for “clean” US fossil fuel.
  • While the need for more LNG is glaringly apparent, we provide a compelling case for using abundant, low-cost US coal to produce cheap blue hydrogen.
  • Hydrogen is likely to be supply-constrained, and clean blue hydrogen from coal is possible relatively quickly and does not rely on unproven new technology.
  • The investor and litigation backlash from throwing support towards coal would likely be significant, and any lifeline would need stringent emission regulation.
  • Otherwise, we look at the aggressive chemical recycling push, carbon pricing, possible renewable power inflation in 2022, and the benefits of being nimble.

See PDF below for all charts 

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial