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What's new in Lens Hydrogen?
What's new in Lens Hydrogen?

Updates and enhancements to Lens Hydrogen

Jamie Taylor avatar
Written by Jamie Taylor
Updated over 5 months ago

June 2024

Compare electrolyser vendor brochures

In addition to identifying the location, status and output of vendor facilities, users can now compare the specifications of specific electrolyser models produced by each vendor.

Within the Vendors panel, select Electrolyser vendor brochures from the drop down menu in the settings toggle.

As well as the electrolyser type, company and model, you'll also find key technical metrics including:

  • Electrical consumption

  • Load factor (minimum and maximum)

  • Oxygen pressure

  • Water consumption

  • Cold and Hot start up times

May 2024

Using Spatial Selection to identify opportunities

Users can now select an area on the map and analyse the assets that are located within that location. This can be done across multiple Lens solutions at once (subject to subscription).

A video detailing this workflow can be found here:

December 2023

Ammonia supply and demand

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.

Ammonia prices

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:

November 2023

Methanol assets are now live

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:

Ammonia LCOA

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:

October 2023

Visualize hydrogen pricing in Lens Hydrogen Discovery

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:

September 2023

Examine hydrogen pricing in Lens Direct

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

August 2023

Analyse levelized cost of hydrogen (LCOH) using additional feedstock options.

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

July 2023

Screen and benchmark ammonia assets across the world

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:

  • Location

  • Feedstock

  • Production method

  • Owner

June 2023

Analyse supply/demand balances in Lens Hydrogen

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.

April 2023

Explore electrolyser vendor information

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?

April 2023

Analyse Levelised cost of Hydrogen (LCOH) across countries, technologies and project size.

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.

March 2023

Screen and benchmark Hydrogen projects across the world

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:

  • Status

  • Ownership

  • Fuel source

  • End product

  • Key dates

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