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  • Writer's pictureRyan Lynch

Energy Value - Regional Deep Dive

This week, we build upon the energy & power valuation stack analysis of last week. By undertaking a more regional focused analysis, with a new algorith that capture regional and commodity specific heterogeneity, we can demonstrate the value of US produced blue-H2 pathways can afford the world on energy security.

We find broad acceptable of the propane generating and usgae channels, which again supports the developing and developed markets with a modularity bid that is difficult to overcome with other molecules.

The electron generating markets broadly follow the molecule pathways, with some differences. While coal still presents a value approach, even when accounting for CBAM type penalization, the complexity of the regulatory pathway implores signifigant headwinds, in the same way that H2 sees a tailwind from the same.

20 Nov
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