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:
Video - Using spatial selection to query across multiple Lens solutions | Wood Mackenzie Help Center
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