Energy & Decarbonization

Thursday 22 June 2023 - Gas Separation Membranes: Decarbonization Driving New Market Opportunities. Overview of the technical advantages, history, and limitations of gas separation membranes; Technology appraisal of incumbent and emerging membrane materials; Market analysis of the emerging application areas including biogas upgrading, carbon capture, and the hydrogen infrastructure; For each market, a comparison against alternative separation techniques (e.g., PSA or cryogenic) and discussion on pain points and technical requirements; Independent outlook and technology roadmap for the commercial penetration of membranes in the fields of energy and decarbonization

Decarbonization is the main market driver across the industrial sector. In every roadmap there is an evolving mix of solutions that span the technology readiness spectrum, each with their own proponents and critics.

In the rapidly evolving landscape of hydrogen, the global push for low-carbon hydrogen production is accelerating the exploration of sustainable, scalable, and economically viable technologies.

The desire for zero-emission power generation has seen solid oxide fuel cells (SOFC) touted as a possible solution. SOFC's capability to run on hydrogen and at a higher efficiency than alternative fuel cells when providing combined heat and power (CHP) is an enticing prospect, while fuel flexibility allows for a transition from hydrocarbons towards zero emission power generation as part of the hydrogen economy.

Nuclear Small Modular Reactors (SMRs) aim to disrupt the nuclear industry, slashing the cost of nuclear energy to competitiveness with renewables + storage and making new decarbonization-enabling uses of nuclear power possible.

Thursday 1 June 2023 - Discuss the key applications for a solid oxide fuel cell, including the argument for utilising SOFC technology against competing solutions, and an overview of combined heat and power (CHP) operation; Highlight innovations in materials, manufacturing processes, and fuel choices for solid oxide fuel cells; Outline movement of major players in the SOFC market, including the driving forces behind the market today; Overview the solid oxide fuel cell market within the context of the broader fuel cell market, with consideration given to electrolysers

Thursday 25 May 2023 - How can SMRs open new use-cases for nuclear energy, decarbonizing problem industries in the process? Where in the world are SMRs developing today and where would they be expected to see greatest success? Are evolutionary vs. revolutionary approaches to reactor design more likely to see success in the global SMR fleet? What are the major roadblocks to deployment of SMRs and how could these be overcome? What players are working on SMRs and who is closest to delivering outside of Russia and China?

Fuel cells could play an important role in the future of power generation, enabling the transition from traditional hydrocarbon fuels to low or zero-emission fuels. The fuel flexibility of solid oxide fuel cells (SOFC) offers a competitive advantage over the currently dominant proton exchange membrane fuel cell (PEMFC), which is limited to operating on hydrogen.

Thursday 11 May 2023 - Battery electrification entry points in train markets: mainline/shunter locomotives and multiple units; Market drivers and barriers for electric trains; Battery chemistry options and their suitability for the rail market, comparing NMC, LFP, LTO, solid-state and lithium metal; Competitive landscape analysis with details from IDTechEx primary research interviews with multiple heavy-duty system suppliers; Insight into the IDTechEx global market outlook for electric trains

Small modular reactors (SMRs) promise cheaper nuclear energy, supplying zero-carbon grid baseload and enabling new use cases for nuclear reactors. By shrinking the size of nuclear reactors compared to conventional large nuclear reactors, much of the construction is transferred to factory assembly lines, cutting capital costs and making nuclear power cost-competitive with renewables in many applications.