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Energy Value - Regional Deep Dive

Writer's picture: Ryan LynchRyan Lynch

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.




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