top of page
Search
  • 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
.pdf
Download PDF • 136KB

29 views0 comments

Recent Posts

See All

Alternative Fuels Update - Vol & Rho

The current macro-economic climate indicates inflationary price pressures on option values according to the mechanics of option price methodology (Binomial & B-S). With respect to both volatility (Ve

A Jones Act Waiver Case Study

This week at MOIC, we analyze a possible "waiver" to the Jones Act with respect to economic viability, ignoring the political scope of potential debate. This analytical track is important to undertake

Comments


bottom of page