New Energies
Insights
New Energies — The Value Chain & Where Cost Sits
Hydrogen, carbon capture, storage and biofuels — the categories being built right now for the energy transition.
Hydrogen
Green & Blue Hydrogen Equipment
Electrolyzers, reformers and associated infrastructure for low-carbon hydrogen production.
Carbon Management
Carbon Capture, Utilization & Storage
CCUS equipment and injection infrastructure, an increasingly capital-intensive category.
Storage
Battery & Energy Storage Systems
Grid-scale storage equipment, a category with rapidly evolving supplier economics.
Feedstocks
Biofuels & Renewable Feedstocks
Renewable feedstock sourcing for biofuels and sustainable aviation fuel production.
Coming Soon
Should-cost models and category-level supply market assessment for New Energies are in development — get in touch if you need this depth sooner.