Turn on the ammonia filter using the filter drawer within the Lens Hydrogen platform:

Gain a comprehensive understanding of the ammonia market and identify potential opportunities and challenges using our ammonia supply and demand dashboards.

Analyse supply by country or by colour:

Analyse demand by country or end-use sector:

Use the map pie clusters to view supply/demand at the market level in any given year.

View up to date ammonia prices within the Lens Hydrogen application to conduct a more comprehensive and informed analysis of the hydrogen and ammonia markets.

Analyse ammonia prices by product grade - conventional (excluding and including ETS/CBAM), low carbon, green and blue:

And by market - Northwest Europe, US Gulf Cost and North East Asia:

This adds another element to understand the hydrogen derivative landscape in Lens.

Rank the assets globally and interrogate them on the map:

View and analyse global Methanol capacity by country, owner and color:

Or pick out the information you need from the data grid and export into excel:

Compare the levelized cost of ammonia (LCOA) across 35 countries. Here we have filtered for selected countries across the globe:

Input your own assumptions around electricity feedstock, ammonia nameplate capacity, hydrogen technology, capacity and more.

Then view the breakdown of outputs in the chart or the table to understand what is making up the cost and start to interrogate the data in excel, or add to your own Power Point:

View and understand the costs of marginal supply for green, blue and grey hydrogen in the prices dashboard:

And examine Wood Mackenzie's view on fuel displacement costs for different end-use sectors in different markets around the world:

View and download Wood Mackenzie's marginal cost of supply and fuel displacement costs for US Gulf Coast using Lens Direct.

Use the drop down menu in the chart to evaluate hydrogen production from additional feedstocks, including nuclear and hydro power.

Rank projects by size and use the legend or filters to display the status of the projects you are interested in.

Analyse production by country to assess where production is coming from to meet supply/demand.

Use the map to examine ammonia assets, viewing and analyzing them alongside critical hydrogen data and cross-industry information.

Examine all key technical details in the table, including:

Use our new supply-demand forecasts to understand long-term hydrogen market fundamentals. Analyse supply by hydrogen colour (green, blue, grey, brown, other low-carbon, and other carbon intensive) and by country.

Dissect demand data by end-use sector including ammonia, refining, methanol, power, steel, marine, aviation and others, further enriched by country-wise insights.

Use the map pie clusters to analyse supply/demand at the market level in any given year.

Use the charts to plot the build up in capacity by country / vendor / electrolyser type to identify potential suppliers for your project.

Visualise the vendors on the map - what ones are closest to upcoming Hydrogen developments?

Customise your map to help emphasise layers of interest.

How does the LCOH compare in different markets of interest? How sensitive is it to different feedstock prices?

Within the chart, click on any data point to see the underlying data and assumptions used to generate that LCOH, including the feedstock and EPC costs, load factor, tax rate and system efficiency.

Use the drop down menu in the chart to switch technologies, nameplate capacity, electricity feedstock and load factor to immediately see the impact on LCOH.

Rank projects by size (and either use the main Filter panel or legend to display the status of projects you are interested in)

Switch to a scatter plot to obtain deeper insight into a country's Hydrogen projects - how mature is the market, and what size of project is being developed?

What end-use is the dominant one in a particular market?

How do we see the build out of Hydrogen production over time?

Inspect all the key project technical details in the data table, including: