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items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://support.woodmac.com/en/collections/3141930-what-s-new-in-lens" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">What&#x27;s new in Lens?</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">What&#x27;s new in Lens Hydrogen?</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">What&#x27;s new in Lens Hydrogen?</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Updates and enhancements to Lens Hydrogen</p></div></div><div class="avatar"><div class="avatar__photo"><img width="24" height="24" src="https://static.intercomassets.com/avatars/5183946/square_128/photo-1632117791.jpg" alt="Jamie Taylor avatar" class="inline-flex items-center justify-center rounded-full bg-primary text-lg font-bold leading-6 text-primary-text shadow-solid-2 shadow-body-bg [&amp;:nth-child(n+2)]:hidden lg:[&amp;:nth-child(n+2)]:inline-flex h-8 w-8 sm:h-9 sm:w-9"/></div><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"><div>Written by <span>Jamie Taylor</span></div> <!-- -->Updated over 4 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f "><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_1b2bc84950">June 2024</h2></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_43f36699f2">Compare electrolyser vendor brochures</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Within the Vendors panel, select Electrolyser vendor brochures from the drop down menu in the settings toggle.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1127502589/3ce3751615dd001532ac4675/image.png?expires=1732347000&amp;signature=054fec20a75150c7f27bbb1358adbaf789bbcf9e092bfdd0721d2e7cefc26971&amp;req=dSElEcx%2Bn4RXUPMW1HO4zXwme%2BopdqiZIKmJrbMzAehw5cMsxLMxC34tAC71%0A5X9ofIc3gphm4aRIaNM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1127502589/3ce3751615dd001532ac4675/image.png?expires=1732347000&amp;signature=054fec20a75150c7f27bbb1358adbaf789bbcf9e092bfdd0721d2e7cefc26971&amp;req=dSElEcx%2Bn4RXUPMW1HO4zXwme%2BopdqiZIKmJrbMzAehw5cMsxLMxC34tAC71%0A5X9ofIc3gphm4aRIaNM%3D%0A" width="1003" height="686"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>As well as the electrolyser type, company and model, you&#x27;ll also find key technical metrics including:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Electrical consumption</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Load factor (minimum and maximum)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Oxygen pressure</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Water consumption</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Cold and Hot start up times</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_450cccaf2a">May 2024</h2></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_67dbcb90b5">Using Spatial Selection to identify opportunities</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A video detailing this workflow can be found here:</p></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_61b6a85edf"> <a href="https://support.woodmac.com/en/articles/9291232-video-using-spatial-selection-to-query-across-multiple-lens-solutions">Video - Using spatial selection to query across multiple Lens solutions | Wood Mackenzie Help Center</a></h4></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_450cccaf2a">December 2023</h2></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_2138146a0d">Ammonia supply and demand</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Turn on the ammonia filter using the filter drawer within the Lens Hydrogen platform:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/914195356/99c98a38863eb9250582c7f3/image.png?expires=1732347000&amp;signature=a33d3b0afcc5b701752e7849ffffa63b4ba999211906720fcd78f3aad59817d9&amp;req=fSEjF8B7noRZFb4f3HP0gESO76vlxdsbcuwdHMS2N1tN2%2F63LZ8j6VbibKuy%0AtuUcr1xmLUA98D7H%2Bg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/914195356/99c98a38863eb9250582c7f3/image.png?expires=1732347000&amp;signature=a33d3b0afcc5b701752e7849ffffa63b4ba999211906720fcd78f3aad59817d9&amp;req=fSEjF8B7noRZFb4f3HP0gESO76vlxdsbcuwdHMS2N1tN2%2F63LZ8j6VbibKuy%0AtuUcr1xmLUA98D7H%2Bg%3D%3D%0A" width="1985" height="914"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Gain a comprehensive understanding of the ammonia market and identify potential opportunities and challenges using our ammonia supply and demand dashboards. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Analyse supply by country or by colour:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/913514215/82f2f7efe496fe863421a2db/image.png?expires=1732347000&amp;signature=e104b361ca2b5ef96d2acf904bd469814a4fd7e76b4cbb63070bd81e1b890feb&amp;req=fSEkE8h6n4BaFb4f3HP0gIsdMm85W5CTF7hW16gD4X9teGYH3xI%2FJTcYYnog%0Aye3DDUwtTIHlFIP2mg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/913514215/82f2f7efe496fe863421a2db/image.png?expires=1732347000&amp;signature=e104b361ca2b5ef96d2acf904bd469814a4fd7e76b4cbb63070bd81e1b890feb&amp;req=fSEkE8h6n4BaFb4f3HP0gIsdMm85W5CTF7hW16gD4X9teGYH3xI%2FJTcYYnog%0Aye3DDUwtTIHlFIP2mg%3D%3D%0A" width="1073" height="499"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Analyse demand by country or end-use sector:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/913515625/210dac5050e475e0ae2e9131/image.png?expires=1732347000&amp;signature=a476f4abce224d03db2bdc4d7f2bfe845b8dd797fe6e6d615ccc8a7f7be31045&amp;req=fSEkE8h7m4NaFb4f3HP0gOj95ZrdDnU4hecsydwYv1b264VoS8rTjUqAIaWj%0ArXuAJmjoQSfqUYyfaA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/913515625/210dac5050e475e0ae2e9131/image.png?expires=1732347000&amp;signature=a476f4abce224d03db2bdc4d7f2bfe845b8dd797fe6e6d615ccc8a7f7be31045&amp;req=fSEkE8h7m4NaFb4f3HP0gOj95ZrdDnU4hecsydwYv1b264VoS8rTjUqAIaWj%0ArXuAJmjoQSfqUYyfaA%3D%3D%0A" width="967" height="444"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use the map pie clusters to view supply/demand at the market level in any given year.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/913518708/75828af8e6de3fa20002675e/image.png?expires=1732347000&amp;signature=252fa43da5b20d837983b3f3ef6574aee8051f92191ab1f951b0c990be4daec5&amp;req=fSEkE8h2moFXFb4f3HP0gAU7ttFiVxLeThqOqF3FPH1S7lMcpQsLSUSFR1Sg%0AwtFjHIG7hnQ382ZInQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/913518708/75828af8e6de3fa20002675e/image.png?expires=1732347000&amp;signature=252fa43da5b20d837983b3f3ef6574aee8051f92191ab1f951b0c990be4daec5&amp;req=fSEkE8h2moFXFb4f3HP0gAU7ttFiVxLeThqOqF3FPH1S7lMcpQsLSUSFR1Sg%0AwtFjHIG7hnQ382ZInQ%3D%3D%0A" width="1684" height="790"/></a></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_4183868522">Ammonia prices</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Analyse ammonia prices by product grade - conventional (excluding and including ETS/CBAM), low carbon, green and blue:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/913541943/3db3533ddc9593161e88ba57/image.png?expires=1732347000&amp;signature=4efb888400ae6fc59b990902f959c5e661bd68b0f86cc60452a4090577511568&amp;req=fSEkE81%2FlIVcFb4f3HP0gOjzWqvVL0HOemGJqTi43g4q0vjdZmQCXs1mOF%2F2%0AXfj6kXeR68ZlGeAtFQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/913541943/3db3533ddc9593161e88ba57/image.png?expires=1732347000&amp;signature=4efb888400ae6fc59b990902f959c5e661bd68b0f86cc60452a4090577511568&amp;req=fSEkE81%2FlIVcFb4f3HP0gOjzWqvVL0HOemGJqTi43g4q0vjdZmQCXs1mOF%2F2%0AXfj6kXeR68ZlGeAtFQ%3D%3D%0A" width="965" height="447"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>And by market - Northwest Europe, US Gulf Cost and North East Asia:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/913544927/08987be68d95381e6ba97283/image.png?expires=1732347000&amp;signature=ed2931c32b83eab590a0223d6a221c9db2a8afc7a00bd9c10259fced902e3547&amp;req=fSEkE816lINYFb4f3HP0gA5%2FVlPbZA49IpkLUB%2BNB%2Fdd8rgCqjlpv1QjrqR7%0ASYBFQPTb%2FDSCg1OcJw%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/913544927/08987be68d95381e6ba97283/image.png?expires=1732347000&amp;signature=ed2931c32b83eab590a0223d6a221c9db2a8afc7a00bd9c10259fced902e3547&amp;req=fSEkE816lINYFb4f3HP0gA5%2FVlPbZA49IpkLUB%2BNB%2Fdd8rgCqjlpv1QjrqR7%0ASYBFQPTb%2FDSCg1OcJw%3D%3D%0A" width="967" height="447"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_c28904cd88">November 2023</h2></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_41ca1d75b2">Methanol assets are now live</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This adds another element to understand the hydrogen derivative landscape in Lens.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Rank the assets globally and interrogate them on the map:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/888052370/fe7de934acfc669891d5c482/image.png?expires=1732347000&amp;signature=80f95e9e2ef7fbc9800180a774ee95d760bbcb062912e04267e02d8d1d1fde37&amp;req=fCgvFsx8noZfFb4f3HP0gIWtWBe8BipGE6ke19KAPYrNce3O54y6SL4iIYyx%0AZhMR%2BwabDoN9cJ7seA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/888052370/fe7de934acfc669891d5c482/image.png?expires=1732347000&amp;signature=80f95e9e2ef7fbc9800180a774ee95d760bbcb062912e04267e02d8d1d1fde37&amp;req=fCgvFsx8noZfFb4f3HP0gIWtWBe8BipGE6ke19KAPYrNce3O54y6SL4iIYyx%0AZhMR%2BwabDoN9cJ7seA%3D%3D%0A" width="1360" height="551"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>View and analyse global Methanol capacity by country, owner and color:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/888052496/d379f8d8c7d0a4121fab6a48/image.png?expires=1732347000&amp;signature=0bf28a4928373f829709a6f0678bec9989dcf1b68e839c175e91b15aed61c1c2&amp;req=fCgvFsx8mYhZFb4f3HP0gDzYf%2F0iIyfnI82Arta0fdi1GEFaHFmeK4OKoOy2%0AXru5X%2B1ThlTC3AP0DQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/888052496/d379f8d8c7d0a4121fab6a48/image.png?expires=1732347000&amp;signature=0bf28a4928373f829709a6f0678bec9989dcf1b68e839c175e91b15aed61c1c2&amp;req=fCgvFsx8mYhZFb4f3HP0gDzYf%2F0iIyfnI82Arta0fdi1GEFaHFmeK4OKoOy2%0AXru5X%2B1ThlTC3AP0DQ%3D%3D%0A" width="618" height="548"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Or pick out the information you need from the data grid and export into excel: </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/888052610/ebd98e052e46957f37131a88/image.png?expires=1732347000&amp;signature=27fac2ba58fe5727c92ed08d08d368b9fc1e5d08ad046c4b6f4a9ac56fdd521a&amp;req=fCgvFsx8m4BfFb4f3HP0gBOsn0Pf1ABynlfKr8HxxmM8W4%2BjmqIEczdB6YsZ%0AHUlHQivToxXZBz0v0g%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/888052610/ebd98e052e46957f37131a88/image.png?expires=1732347000&amp;signature=27fac2ba58fe5727c92ed08d08d368b9fc1e5d08ad046c4b6f4a9ac56fdd521a&amp;req=fCgvFsx8m4BfFb4f3HP0gBOsn0Pf1ABynlfKr8HxxmM8W4%2BjmqIEczdB6YsZ%0AHUlHQivToxXZBz0v0g%3D%3D%0A" width="684" height="548"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_17e6c6be41">Ammonia LCOA</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Compare the levelized cost of ammonia (LCOA) across 35 countries. Here we have filtered for <a href="https://lens.woodmac.com/app?state_id=4002385882" rel="nofollow noopener noreferrer" target="_blank">selected countries across the globe:</a></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/879445763/b7e4adb94ff1ff7b61405e72/image.png?expires=1732347000&amp;signature=871da6ef9c1a1e415dacc0e0db81ab509e4620e440f106f91b543d9718cbd512&amp;req=fCcuEs17modcFb4f3HP0gBY1bQqQKdK%2BKTRwVHeuDjNkhMGLye3j3wajujrc%0A2EF7hjepHaUa7hYXLg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/879445763/b7e4adb94ff1ff7b61405e72/image.png?expires=1732347000&amp;signature=871da6ef9c1a1e415dacc0e0db81ab509e4620e440f106f91b543d9718cbd512&amp;req=fCcuEs17modcFb4f3HP0gBY1bQqQKdK%2BKTRwVHeuDjNkhMGLye3j3wajujrc%0A2EF7hjepHaUa7hYXLg%3D%3D%0A" width="939" height="355"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Input your own assumptions around electricity feedstock, ammonia nameplate capacity, hydrogen technology, capacity and more. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/879447357/c6362edf02bb220c898a4ab5/image.png?expires=1732347000&amp;signature=6efe0c809b4691ceec411156e01e9668d5c173bbd61442d5a3e5499e1099c2fe&amp;req=fCcuEs15noRYFb4f3HP0gIY0O2p7Ggc%2FkrsxE4DkJ3j3625BY09%2B4DPZUVi2%0AiJIZlzI8oxMdMxvzDQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/879447357/c6362edf02bb220c898a4ab5/image.png?expires=1732347000&amp;signature=6efe0c809b4691ceec411156e01e9668d5c173bbd61442d5a3e5499e1099c2fe&amp;req=fCcuEs15noRYFb4f3HP0gIY0O2p7Ggc%2FkrsxE4DkJ3j3625BY09%2B4DPZUVi2%0AiJIZlzI8oxMdMxvzDQ%3D%3D%0A" width="940" height="421"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_f0849aed3e">October 2023</h2></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_0b9631c328">Visualize hydrogen pricing in Lens Hydrogen Discovery</h4></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>View and understand the costs of marginal supply for green, blue and grey hydrogen in the prices dashboard:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/879448681/856815bdbcb0d51e72abef32/image.png?expires=1732347000&amp;signature=be385373f65e0e3de529349e19bab60adae51e0049ed18b9d86d0ac24ec3e424&amp;req=fCcuEs12m4leFb4f3HP0gNPD7dkxLEwlLyKAbx9tNc%2FOR4SkbQguksI43mrn%0AsXUykeD4c0p4r%2FL7Tg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/879448681/856815bdbcb0d51e72abef32/image.png?expires=1732347000&amp;signature=be385373f65e0e3de529349e19bab60adae51e0049ed18b9d86d0ac24ec3e424&amp;req=fCcuEs12m4leFb4f3HP0gNPD7dkxLEwlLyKAbx9tNc%2FOR4SkbQguksI43mrn%0AsXUykeD4c0p4r%2FL7Tg%3D%3D%0A" width="940" height="797"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>And examine Wood Mackenzie&#x27;s view on fuel displacement costs for different end-use sectors in different markets around the world:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/879449349/cca286b802cbf86223f7a265/image.png?expires=1732347000&amp;signature=89f57c182c33aecd2579610c925104bf4230b265d89d71b65a7beb8db0045821&amp;req=fCcuEs13noVWFb4f3HP0gIlbpjmOjt2iIfCHiJY51ziSVaQBkbTo9ShyXDtX%0AkCegT%2BNFIqx5rWFmUA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/879449349/cca286b802cbf86223f7a265/image.png?expires=1732347000&amp;signature=89f57c182c33aecd2579610c925104bf4230b265d89d71b65a7beb8db0045821&amp;req=fCcuEs13noVWFb4f3HP0gIlbpjmOjt2iIfCHiJY51ziSVaQBkbTo9ShyXDtX%0AkCegT%2BNFIqx5rWFmUA%3D%3D%0A" width="940" height="825"/></a></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_44ad75f24d">September 2023</h2></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_f92ba87e0b">Examine hydrogen pricing in Lens Direct</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>View and download Wood Mackenzie&#x27;s marginal cost of supply and fuel displacement costs for US Gulf Coast using Lens Direct. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854495515/da13ed5e7dacc8b8759b04c3/image.png?expires=1732347000&amp;signature=49f430a8ee82c0ba9c187508ea0250a6a529e8c0ad046eb98bb1745c95a4a877&amp;req=fCUjEsB7mIBaFb4f3HP0gNrzGJjaZY2rLEPENLhp7SXCKxcemqPTO6bQZj6Y%0AsI9oKadbGgOul2xPBA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854495515/da13ed5e7dacc8b8759b04c3/image.png?expires=1732347000&amp;signature=49f430a8ee82c0ba9c187508ea0250a6a529e8c0ad046eb98bb1745c95a4a877&amp;req=fCUjEsB7mIBaFb4f3HP0gNrzGJjaZY2rLEPENLhp7SXCKxcemqPTO6bQZj6Y%0AsI9oKadbGgOul2xPBA%3D%3D%0A" width="994" height="497"/></a></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_971655d9f5">August 2023</h2></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_a18cd29cba">Analyse levelized cost of hydrogen (LCOH) using additional feedstock options.</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use the drop down menu in the chart to evaluate hydrogen production from additional feedstocks, including nuclear and hydro power. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854467353/14b7b7c870a75c87079dd946/image.png?expires=1732347000&amp;signature=0b2eec0d410ec880ad6ad25b38799d4e311ccf28f9a382cb47808561b3e22ed2&amp;req=fCUjEs95noRcFb4f3HP0gHHcj8APt6znM6doXMa7Rz6UcPeo1IG1EVcX0nHn%0AIxadfceUcHd2XXylig%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854467353/14b7b7c870a75c87079dd946/image.png?expires=1732347000&amp;signature=0b2eec0d410ec880ad6ad25b38799d4e311ccf28f9a382cb47808561b3e22ed2&amp;req=fCUjEs95noRcFb4f3HP0gHHcj8APt6znM6doXMa7Rz6UcPeo1IG1EVcX0nHn%0AIxadfceUcHd2XXylig%3D%3D%0A" width="1000" height="497"/></a></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_c09ff4656b">July 2023</h2></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_6dc01e861c">Screen and benchmark ammonia assets across the world</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Rank projects by size and use the legend or filters to display the status of the projects you are interested in.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854353069/20c314a0d26da59939cb5f2d/image.png?expires=1732347000&amp;signature=0462a9679ae279be38e98b0b808a9e8130b4cab90a8585f0fd3da5bf9edb8344&amp;req=fCUjFcx9nYdWFb4f3HP0gCF4NNC2GgZwHFG1tKkIoopKqJ%2BPzJrkHt5LZkKJ%0AvohF6phHZxV4jq%2BJ5A%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854353069/20c314a0d26da59939cb5f2d/image.png?expires=1732347000&amp;signature=0462a9679ae279be38e98b0b808a9e8130b4cab90a8585f0fd3da5bf9edb8344&amp;req=fCUjFcx9nYdWFb4f3HP0gCF4NNC2GgZwHFG1tKkIoopKqJ%2BPzJrkHt5LZkKJ%0AvohF6phHZxV4jq%2BJ5A%3D%3D%0A" width="838" height="585"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Analyse production by country to assess where production is coming from to meet supply/demand.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854357015/56b503324e36f54a3448364e/image.png?expires=1732347000&amp;signature=602194b94eba4ffb0a290391604e9ea97c0c75571cd2bdc5397481a88e10aee9&amp;req=fCUjFcx5nYBaFb4f3HP0gLD6KUMn4%2BDoHL6fz4abDbmA7dK8xPoeSjNN0H3%2B%0AUZxYu8vRX2GpguTBHA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854357015/56b503324e36f54a3448364e/image.png?expires=1732347000&amp;signature=602194b94eba4ffb0a290391604e9ea97c0c75571cd2bdc5397481a88e10aee9&amp;req=fCUjFcx5nYBaFb4f3HP0gLD6KUMn4%2BDoHL6fz4abDbmA7dK8xPoeSjNN0H3%2B%0AUZxYu8vRX2GpguTBHA%3D%3D%0A" width="822" height="569"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use the map to examine ammonia assets, viewing and analyzing them alongside critical hydrogen data and cross-industry information. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854461907/effba99661d5c859aa4ac2e3/image.png?expires=1732347000&amp;signature=d57921b5df8d30c68bfb30c39a35b28cefc9e7d6dbbe415ed0e13c120215a0bb&amp;req=fCUjEs9%2FlIFYFb4f3HP0gKTZobDfFXt9K642fd2W5ykXaobCPqG2dOTcUrvV%0AAHFiKB%2Fatk8AY9VB8w%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854461907/effba99661d5c859aa4ac2e3/image.png?expires=1732347000&amp;signature=d57921b5df8d30c68bfb30c39a35b28cefc9e7d6dbbe415ed0e13c120215a0bb&amp;req=fCUjEs9%2FlIFYFb4f3HP0gKTZobDfFXt9K642fd2W5ykXaobCPqG2dOTcUrvV%0AAHFiKB%2Fatk8AY9VB8w%3D%3D%0A" width="1371" height="677"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> Examine all key technical details in the table, including: </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Location</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Feedstock</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Production method</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Owner</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854357562/3b3165af38f66cab0e89b639/image.png?expires=1732347000&amp;signature=14a5b577210c25bcef8a4f9df3eed9cc243a39830d772b92cdf61b7739b83616&amp;req=fCUjFcx5mIddFb4f3HP0gO6rgqpNFGh39TAE2Ri%2BIRV12ofleRoEKwx4ajc%2F%0AWvQ8yvzAHYzU%2BmLFGA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854357562/3b3165af38f66cab0e89b639/image.png?expires=1732347000&amp;signature=14a5b577210c25bcef8a4f9df3eed9cc243a39830d772b92cdf61b7739b83616&amp;req=fCUjFcx5mIddFb4f3HP0gO6rgqpNFGh39TAE2Ri%2BIRV12ofleRoEKwx4ajc%2F%0AWvQ8yvzAHYzU%2BmLFGA%3D%3D%0A" width="832" height="570"/></a></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_1325658d5d">June 2023</h2></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_d584ea03f4">Analyse supply/demand balances in Lens Hydrogen</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Dissect demand data by end-use sector including ammonia, refining, methanol, power, steel, marine, aviation and others, further enriched by country-wise insights. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854336556/81056766ffb5c3414244bca5/image.png?expires=1732347000&amp;signature=e4f8672b6c5d41dd0de2b2b56621a7e3f6319328e66dc5ec411e9a47ef9c3d2f&amp;req=fCUjFcp4mIRZFb4f3HP0gKs4roX7LEgHvZ8KW1XtvNRn890rJmaU6STwPN60%0AIBdv6t%2BBVSc2o2VLYg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854336556/81056766ffb5c3414244bca5/image.png?expires=1732347000&amp;signature=e4f8672b6c5d41dd0de2b2b56621a7e3f6319328e66dc5ec411e9a47ef9c3d2f&amp;req=fCUjFcp4mIRZFb4f3HP0gKs4roX7LEgHvZ8KW1XtvNRn890rJmaU6STwPN60%0AIBdv6t%2BBVSc2o2VLYg%3D%3D%0A" width="1714" height="686" style="width:653px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use the map pie clusters to analyse supply/demand at the market level in any given year.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/854330090/4412be51dfa183de932a2d8f/image.png?expires=1732347000&amp;signature=c506ac0309865cb8d282ad523d91e9a3fd6eaabbdc2828566576a734c2f89839&amp;req=fCUjFcp%2BnYhfFb4f3HP0gFHXGZJBvsji9ENR9buKv1LcLtSuirVN2kk234Yq%0AicDcnvk51BdVY1s2DA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/854330090/4412be51dfa183de932a2d8f/image.png?expires=1732347000&amp;signature=c506ac0309865cb8d282ad523d91e9a3fd6eaabbdc2828566576a734c2f89839&amp;req=fCUjFcp%2BnYhfFb4f3HP0gFHXGZJBvsji9ENR9buKv1LcLtSuirVN2kk234Yq%0AicDcnvk51BdVY1s2DA%3D%3D%0A" width="708" height="670" style="width:607px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_63585d60da">April 2023</h4></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_3528b86a02">Explore electrolyser vendor information</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use the charts to plot the build up in capacity by country / vendor / electrolyser type to identify potential suppliers for your project.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736864470/d0c7d668315ce0296340b899/image.png?expires=1732347000&amp;signature=9dca507ce300e90bd7b25eeb14dc17a5904b2e3af21b6dcb84ca5a44bda0f2c2&amp;req=cyMhHs96mYZfFb4f3HP0gE3naenrSbWviL34umX5pya5Bd5G0bgKwa2AgJoE%0Ay6MhHUORV5I%2BdpeOUQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736864470/d0c7d668315ce0296340b899/image.png?expires=1732347000&amp;signature=9dca507ce300e90bd7b25eeb14dc17a5904b2e3af21b6dcb84ca5a44bda0f2c2&amp;req=cyMhHs96mYZfFb4f3HP0gE3naenrSbWviL34umX5pya5Bd5G0bgKwa2AgJoE%0Ay6MhHUORV5I%2BdpeOUQ%3D%3D%0A" width="886" height="714"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Visualise the vendors on the map - what ones are closest to upcoming Hydrogen developments?</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736865460/07be2706b986388081f82cc1/image.png?expires=1732347000&amp;signature=acd8eb6f6e8e88f1ba4bb6236e02703ae1a943c9c11ea6db25705799aea6afb9&amp;req=cyMhHs97mYdfFb4f3HP0gM87mpMRHHiqC6c0IwjIXIUqBSroAYfSyGLkHhBj%0AT7T9YG6DSs2Ny9vWZw%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736865460/07be2706b986388081f82cc1/image.png?expires=1732347000&amp;signature=acd8eb6f6e8e88f1ba4bb6236e02703ae1a943c9c11ea6db25705799aea6afb9&amp;req=cyMhHs97mYdfFb4f3HP0gM87mpMRHHiqC6c0IwjIXIUqBSroAYfSyGLkHhBj%0AT7T9YG6DSs2Ny9vWZw%3D%3D%0A" width="601" height="665"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="http://lens-help.woodmac.com/en/articles/6117733-how-to-customise-your-lens-map" rel="nofollow noopener noreferrer" target="_blank">Customise your map to help emphasise layers of interest.</a></p></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_858ae55c0f">April 2023</h4></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_b39c4cfdd1">Analyse Levelised cost of Hydrogen (LCOH) across countries, technologies and project size.</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>How does the LCOH compare in different markets of interest? How sensitive is it to different feedstock prices?</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736857325/c33a68b2336dbc79a5b1f5ad/image.png?expires=1732347000&amp;signature=351cb3118cfb83856f059ec7f8d4775a8994aba0106642e08907c35f5f746224&amp;req=cyMhHsx5noNaFb4f3HP0gFnqTNnOnxh7OTo7UXmUZPHA5gLbz57OA2kDUic0%0AfbAIxWF%2BcDHQ7EwzZQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736857325/c33a68b2336dbc79a5b1f5ad/image.png?expires=1732347000&amp;signature=351cb3118cfb83856f059ec7f8d4775a8994aba0106642e08907c35f5f746224&amp;req=cyMhHsx5noNaFb4f3HP0gFnqTNnOnxh7OTo7UXmUZPHA5gLbz57OA2kDUic0%0AfbAIxWF%2BcDHQ7EwzZQ%3D%3D%0A" width="871" height="666"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736858125/7f5a22e5794c37dfe4caf296/image.png?expires=1732347000&amp;signature=ba02f1d12d8798817ce0fe54dac65165dfd479b4507063e54f45c3adcdb775f8&amp;req=cyMhHsx2nINaFb4f3HP0gOWXEI68xPx8iZyoMS9Osb16Y%2FGMQ0rJAwJ9xqzT%0AxD5Rtep5zgOVQoQwzg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736858125/7f5a22e5794c37dfe4caf296/image.png?expires=1732347000&amp;signature=ba02f1d12d8798817ce0fe54dac65165dfd479b4507063e54f45c3adcdb775f8&amp;req=cyMhHsx2nINaFb4f3HP0gOWXEI68xPx8iZyoMS9Osb16Y%2FGMQ0rJAwJ9xqzT%0AxD5Rtep5zgOVQoQwzg%3D%3D%0A" width="173" height="205"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736859139/ecc4f31bd61d5f4a35a3ee06/image.png?expires=1732347000&amp;signature=4abc0d4e959d41420a79399abb60250553720bd9aa1de282599e2c94e3d93190&amp;req=cyMhHsx3nIJWFb4f3HP0gJcbnamuEvLBQXHK6G42pI498swq5vIJPbRUcpwS%0AVbq1y9Uq43d21AIdTA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736859139/ecc4f31bd61d5f4a35a3ee06/image.png?expires=1732347000&amp;signature=4abc0d4e959d41420a79399abb60250553720bd9aa1de282599e2c94e3d93190&amp;req=cyMhHsx3nIJWFb4f3HP0gJcbnamuEvLBQXHK6G42pI498swq5vIJPbRUcpwS%0AVbq1y9Uq43d21AIdTA%3D%3D%0A" width="240" height="699"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>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.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading4 intercom-interblocks-align-left"><h4 id="h_89e6be6d41">March 2023</h4></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_ede34296d9">Screen and benchmark Hydrogen projects across the world</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Rank projects by size (and either use the main Filter panel or legend to display the status of projects you are interested in)</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736868577/752c41c097b7ed898c21fff5/image.png?expires=1732347000&amp;signature=38ddd196754e6171ec8f1b282a170cb79ff21a123f172f62802fad1cc98fcbc1&amp;req=cyMhHs92mIZYFb4f3HP0gLZsRDNZ%2FPIo9vZK3EGPdXjSEZhT9CdoudCafav1%0ALwl%2FuHEwban8T57npg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736868577/752c41c097b7ed898c21fff5/image.png?expires=1732347000&amp;signature=38ddd196754e6171ec8f1b282a170cb79ff21a123f172f62802fad1cc98fcbc1&amp;req=cyMhHs92mIZYFb4f3HP0gLZsRDNZ%2FPIo9vZK3EGPdXjSEZhT9CdoudCafav1%0ALwl%2FuHEwban8T57npg%3D%3D%0A" width="704" height="543"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Switch to a scatter plot to obtain deeper insight into a country&#x27;s Hydrogen projects - how mature is the market, and what size of project is being developed?</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736870216/6e5545dfa7784de94dee4782/image.png?expires=1732347000&amp;signature=4077632e0602b09345daa87e23f451c2eb2f4bb0d2e4593fe5235d8685271967&amp;req=cyMhHs5%2Bn4BZFb4f3HP0gLhj%2B32QAwqPZJgbA%2BOyX7qwPugUxNkvMRLVn5MH%0AMCIvMm3J%2F13fh7b7oA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736870216/6e5545dfa7784de94dee4782/image.png?expires=1732347000&amp;signature=4077632e0602b09345daa87e23f451c2eb2f4bb0d2e4593fe5235d8685271967&amp;req=cyMhHs5%2Bn4BZFb4f3HP0gLhj%2B32QAwqPZJgbA%2BOyX7qwPugUxNkvMRLVn5MH%0AMCIvMm3J%2F13fh7b7oA%3D%3D%0A" width="698" height="575"/></a></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736870755/9c96af886f6a995b2e39f937/image.png?expires=1732347000&amp;signature=5b19fbce48ef9b3a6ddf17304afbec9ac6d82f2dd987cad0c4aa52f5fcc32367&amp;req=cyMhHs5%2BmoRaFb4f3HP0gKNXcewcfRcf5XrH4rcTKLyV7tSRS0CnJEf5A6k0%0AUhGI89LYJC%2FJB5TJmw%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736870755/9c96af886f6a995b2e39f937/image.png?expires=1732347000&amp;signature=5b19fbce48ef9b3a6ddf17304afbec9ac6d82f2dd987cad0c4aa52f5fcc32367&amp;req=cyMhHs5%2BmoRaFb4f3HP0gKNXcewcfRcf5XrH4rcTKLyV7tSRS0CnJEf5A6k0%0AUhGI89LYJC%2FJB5TJmw%3D%3D%0A" width="700" height="572"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>What end-use is the dominant one in a particular market?</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>How do we see the build out of Hydrogen production over time?</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736871785/3dbaa9f59feb252b1f54af7b/image.png?expires=1732347000&amp;signature=34212d496a78815fcebe086cb9d227fd5387fa89d6ff80a429ac7c1aaa969cca&amp;req=cyMhHs5%2FmolaFb4f3HP0gCTqTbd5mAWjgRY6XKj7t6QiLiduIroBgKpSPhFA%0A2fGMTWyPANGO94ZLzg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736871785/3dbaa9f59feb252b1f54af7b/image.png?expires=1732347000&amp;signature=34212d496a78815fcebe086cb9d227fd5387fa89d6ff80a429ac7c1aaa969cca&amp;req=cyMhHs5%2FmolaFb4f3HP0gCTqTbd5mAWjgRY6XKj7t6QiLiduIroBgKpSPhFA%0A2fGMTWyPANGO94ZLzg%3D%3D%0A" width="694" height="615"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Inspect all the key project technical details in the data table, including:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Ownership</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Fuel source</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>End product</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Key dates</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/736874332/1036e544091daacc71710162/image.png?expires=1732347000&amp;signature=0d21e5a18d8b6371b114858c6948561b41c0ca7f46f2701d29a94bf5a74abeef&amp;req=cyMhHs56noJdFb4f3HP0gOpkJUvSf1FCgVacDKrqYpQta8O6H9y3O5bj7CcO%0AKByEsp3ZSKANndoZ7Q%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/736874332/1036e544091daacc71710162/image.png?expires=1732347000&amp;signature=0d21e5a18d8b6371b114858c6948561b41c0ca7f46f2701d29a94bf5a74abeef&amp;req=cyMhHs56noJdFb4f3HP0gOpkJUvSf1FCgVacDKrqYpQta8O6H9y3O5bj7CcO%0AKByEsp3ZSKANndoZ7Q%3D%3D%0A" width="1516" height="354"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></article></div></div></div></div><div class="intercom-reaction-picker -mb-4 -ml-4 -mr-4 mt-6 rounded-card sm:-mb-2 sm:-ml-1 sm:-mr-1 sm:mt-8"><div class="intercom-reaction-prompt">Did this answer your question?</div><button class="intercom-reaction" aria-label="Disappointed Reaction" tabindex="0" data-reaction-text="disappointed" aria-pressed="false"><span title="Disappointed">馃槥</span></button><button class="intercom-reaction" aria-label="Neutral Reaction" tabindex="0" data-reaction-text="neutral" aria-pressed="false"><span title="Neutral">馃槓</span></button><button class="intercom-reaction" aria-label="Smiley Reaction" tabindex="0" data-reaction-text="smiley" aria-pressed="false"><span title="Smiley">馃槂</span></button></div></div></div></section></section></div><footer id="footer" class="mt-24 shrink-0 bg-footer-bg px-0 py-12 text-left text-base text-footer-color"><div class="shrink-0 grow basis-auto px-5 sm:px-10"><div class="mx-auto max-w-240 sm:w-auto"><div><div class="text-center" data-testid="simple-footer-layout"><div class="align-middle text-lg text-footer-color"><a class="no-underline" href="/en/"><img 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Training","withButton":true,"description":"Browse the list of upcoming product training webinars from the Wood Mackenzie team","buttonTitle":"Register here","buttonUrl":"https://news.intercom.com/wood-mackenzie"}}},"user":{"userId":"173dc566-4043-4488-b28b-1513c2f70ef1","role":"visitor_role"},"articleContent":{"articleId":"7878072","author":{"avatar":"https://static.intercomassets.com/avatars/5183946/square_128/photo-1632117791.jpg","name":"Jamie Taylor","first_name":"Jamie","avatar_shape":"circle"},"blocks":[{"type":"subheading","text":"June 2024","idAttribute":"h_1b2bc84950"},{"type":"subheading4","text":"Compare electrolyser vendor brochures","idAttribute":"h_43f36699f2"},{"type":"paragraph","text":"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.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Within the Vendors panel, select Electrolyser vendor brochures from the drop down menu in the settings toggle.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1127502589/3ce3751615dd001532ac4675/image.png?expires=1732347000\u0026signature=054fec20a75150c7f27bbb1358adbaf789bbcf9e092bfdd0721d2e7cefc26971\u0026req=dSElEcx%2Bn4RXUPMW1HO4zXwme%2BopdqiZIKmJrbMzAehw5cMsxLMxC34tAC71%0A5X9ofIc3gphm4aRIaNM%3D%0A","width":1003,"height":686},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"As well as the electrolyser type, company and model, you'll also find key technical metrics including:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Electrical consumption\n- Load factor (minimum and maximum)\n- Oxygen pressure\n- Water consumption\n- Cold and Hot start up times","items":[{"content":[{"type":"paragraph","text":"Electrical consumption","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Load factor (minimum and maximum)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Oxygen pressure","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Water consumption","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Cold and Hot start up times","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"May 2024","idAttribute":"h_450cccaf2a"},{"type":"subheading4","text":"Using Spatial Selection to identify opportunities","idAttribute":"h_67dbcb90b5"},{"type":"paragraph","text":"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).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A video detailing this workflow can be found here:","class":"no-margin"},{"type":"subheading4","text":" \u003ca href=\"https://support.woodmac.com/en/articles/9291232-video-using-spatial-selection-to-query-across-multiple-lens-solutions\"\u003eVideo - Using spatial selection to query across multiple Lens solutions | Wood Mackenzie Help Center\u003c/a\u003e","idAttribute":"h_61b6a85edf"},{"type":"subheading","text":"December 2023","idAttribute":"h_450cccaf2a"},{"type":"subheading4","text":"Ammonia supply and demand","idAttribute":"h_2138146a0d"},{"type":"paragraph","text":"Turn on the ammonia filter using the filter drawer within the Lens Hydrogen platform:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/914195356/99c98a38863eb9250582c7f3/image.png?expires=1732347000\u0026signature=a33d3b0afcc5b701752e7849ffffa63b4ba999211906720fcd78f3aad59817d9\u0026req=fSEjF8B7noRZFb4f3HP0gESO76vlxdsbcuwdHMS2N1tN2%2F63LZ8j6VbibKuy%0AtuUcr1xmLUA98D7H%2Bg%3D%3D%0A","width":1985,"height":914},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Gain a comprehensive understanding of the ammonia market and identify potential opportunities and challenges using our ammonia supply and demand dashboards. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Analyse supply by country or by colour:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/913514215/82f2f7efe496fe863421a2db/image.png?expires=1732347000\u0026signature=e104b361ca2b5ef96d2acf904bd469814a4fd7e76b4cbb63070bd81e1b890feb\u0026req=fSEkE8h6n4BaFb4f3HP0gIsdMm85W5CTF7hW16gD4X9teGYH3xI%2FJTcYYnog%0Aye3DDUwtTIHlFIP2mg%3D%3D%0A","width":1073,"height":499},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Analyse demand by country or end-use sector:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/913515625/210dac5050e475e0ae2e9131/image.png?expires=1732347000\u0026signature=a476f4abce224d03db2bdc4d7f2bfe845b8dd797fe6e6d615ccc8a7f7be31045\u0026req=fSEkE8h7m4NaFb4f3HP0gOj95ZrdDnU4hecsydwYv1b264VoS8rTjUqAIaWj%0ArXuAJmjoQSfqUYyfaA%3D%3D%0A","width":967,"height":444},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Use the map pie clusters to view supply/demand at the market level in any given year.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/913518708/75828af8e6de3fa20002675e/image.png?expires=1732347000\u0026signature=252fa43da5b20d837983b3f3ef6574aee8051f92191ab1f951b0c990be4daec5\u0026req=fSEkE8h2moFXFb4f3HP0gAU7ttFiVxLeThqOqF3FPH1S7lMcpQsLSUSFR1Sg%0AwtFjHIG7hnQ382ZInQ%3D%3D%0A","width":1684,"height":790},{"type":"subheading4","text":"Ammonia prices","idAttribute":"h_4183868522"},{"type":"paragraph","text":"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. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Analyse ammonia prices by product grade - conventional (excluding and including ETS/CBAM), low carbon, green and blue:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/913541943/3db3533ddc9593161e88ba57/image.png?expires=1732347000\u0026signature=4efb888400ae6fc59b990902f959c5e661bd68b0f86cc60452a4090577511568\u0026req=fSEkE81%2FlIVcFb4f3HP0gOjzWqvVL0HOemGJqTi43g4q0vjdZmQCXs1mOF%2F2%0AXfj6kXeR68ZlGeAtFQ%3D%3D%0A","width":965,"height":447},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"And by market - Northwest Europe, US Gulf Cost and North East Asia:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/913544927/08987be68d95381e6ba97283/image.png?expires=1732347000\u0026signature=ed2931c32b83eab590a0223d6a221c9db2a8afc7a00bd9c10259fced902e3547\u0026req=fSEkE816lINYFb4f3HP0gA5%2FVlPbZA49IpkLUB%2BNB%2Fdd8rgCqjlpv1QjrqR7%0ASYBFQPTb%2FDSCg1OcJw%3D%3D%0A","width":967,"height":447},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"November 2023","idAttribute":"h_c28904cd88"},{"type":"subheading4","text":"Methanol assets are now live","idAttribute":"h_41ca1d75b2"},{"type":"paragraph","text":"This adds another element to understand the hydrogen derivative landscape in Lens.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Rank the assets globally and interrogate them on the map:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/888052370/fe7de934acfc669891d5c482/image.png?expires=1732347000\u0026signature=80f95e9e2ef7fbc9800180a774ee95d760bbcb062912e04267e02d8d1d1fde37\u0026req=fCgvFsx8noZfFb4f3HP0gIWtWBe8BipGE6ke19KAPYrNce3O54y6SL4iIYyx%0AZhMR%2BwabDoN9cJ7seA%3D%3D%0A","width":1360,"height":551},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"View and analyse global Methanol capacity by country, owner and color:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/888052496/d379f8d8c7d0a4121fab6a48/image.png?expires=1732347000\u0026signature=0bf28a4928373f829709a6f0678bec9989dcf1b68e839c175e91b15aed61c1c2\u0026req=fCgvFsx8mYhZFb4f3HP0gDzYf%2F0iIyfnI82Arta0fdi1GEFaHFmeK4OKoOy2%0AXru5X%2B1ThlTC3AP0DQ%3D%3D%0A","width":618,"height":548},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Or pick out the information you need from the data grid and export into excel: ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/888052610/ebd98e052e46957f37131a88/image.png?expires=1732347000\u0026signature=27fac2ba58fe5727c92ed08d08d368b9fc1e5d08ad046c4b6f4a9ac56fdd521a\u0026req=fCgvFsx8m4BfFb4f3HP0gBOsn0Pf1ABynlfKr8HxxmM8W4%2BjmqIEczdB6YsZ%0AHUlHQivToxXZBz0v0g%3D%3D%0A","width":684,"height":548},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading4","text":"Ammonia LCOA","idAttribute":"h_17e6c6be41"},{"type":"paragraph","text":"Compare the levelized cost of ammonia (LCOA) across 35 countries. Here we have filtered for \u003ca href=\"https://lens.woodmac.com/app?state_id=4002385882\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eselected countries across the globe:\u003c/a\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/879445763/b7e4adb94ff1ff7b61405e72/image.png?expires=1732347000\u0026signature=871da6ef9c1a1e415dacc0e0db81ab509e4620e440f106f91b543d9718cbd512\u0026req=fCcuEs17modcFb4f3HP0gBY1bQqQKdK%2BKTRwVHeuDjNkhMGLye3j3wajujrc%0A2EF7hjepHaUa7hYXLg%3D%3D%0A","width":939,"height":355},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Input your own assumptions around electricity feedstock, ammonia nameplate capacity, hydrogen technology, capacity and more. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"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:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/879447357/c6362edf02bb220c898a4ab5/image.png?expires=1732347000\u0026signature=6efe0c809b4691ceec411156e01e9668d5c173bbd61442d5a3e5499e1099c2fe\u0026req=fCcuEs15noRYFb4f3HP0gIY0O2p7Ggc%2FkrsxE4DkJ3j3625BY09%2B4DPZUVi2%0AiJIZlzI8oxMdMxvzDQ%3D%3D%0A","width":940,"height":421},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"October 2023","idAttribute":"h_f0849aed3e"},{"type":"subheading4","text":"Visualize hydrogen pricing in Lens Hydrogen Discovery","idAttribute":"h_0b9631c328"},{"type":"paragraph","text":"View and understand the costs of marginal supply for green, blue and grey hydrogen in the prices dashboard:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/879448681/856815bdbcb0d51e72abef32/image.png?expires=1732347000\u0026signature=be385373f65e0e3de529349e19bab60adae51e0049ed18b9d86d0ac24ec3e424\u0026req=fCcuEs12m4leFb4f3HP0gNPD7dkxLEwlLyKAbx9tNc%2FOR4SkbQguksI43mrn%0AsXUykeD4c0p4r%2FL7Tg%3D%3D%0A","width":940,"height":797},{"type":"paragraph","text":"And examine Wood Mackenzie's view on fuel displacement costs for different end-use sectors in different markets around the world:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/879449349/cca286b802cbf86223f7a265/image.png?expires=1732347000\u0026signature=89f57c182c33aecd2579610c925104bf4230b265d89d71b65a7beb8db0045821\u0026req=fCcuEs13noVWFb4f3HP0gIlbpjmOjt2iIfCHiJY51ziSVaQBkbTo9ShyXDtX%0AkCegT%2BNFIqx5rWFmUA%3D%3D%0A","width":940,"height":825},{"type":"subheading","text":"September 2023","idAttribute":"h_44ad75f24d"},{"type":"subheading","text":"Examine hydrogen pricing in Lens Direct","idAttribute":"h_f92ba87e0b"},{"type":"paragraph","text":"View and download Wood Mackenzie's marginal cost of supply and fuel displacement costs for US Gulf Coast using Lens Direct. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854495515/da13ed5e7dacc8b8759b04c3/image.png?expires=1732347000\u0026signature=49f430a8ee82c0ba9c187508ea0250a6a529e8c0ad046eb98bb1745c95a4a877\u0026req=fCUjEsB7mIBaFb4f3HP0gNrzGJjaZY2rLEPENLhp7SXCKxcemqPTO6bQZj6Y%0AsI9oKadbGgOul2xPBA%3D%3D%0A","width":994,"height":497},{"type":"subheading","text":"August 2023","idAttribute":"h_971655d9f5"},{"type":"subheading","text":"Analyse levelized cost of hydrogen (LCOH) using additional feedstock options.","idAttribute":"h_a18cd29cba"},{"type":"paragraph","text":"Use the drop down menu in the chart to evaluate hydrogen production from additional feedstocks, including nuclear and hydro power. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854467353/14b7b7c870a75c87079dd946/image.png?expires=1732347000\u0026signature=0b2eec0d410ec880ad6ad25b38799d4e311ccf28f9a382cb47808561b3e22ed2\u0026req=fCUjEs95noRcFb4f3HP0gHHcj8APt6znM6doXMa7Rz6UcPeo1IG1EVcX0nHn%0AIxadfceUcHd2XXylig%3D%3D%0A","width":1000,"height":497},{"type":"subheading","text":"July 2023","idAttribute":"h_c09ff4656b"},{"type":"subheading","text":"Screen and benchmark ammonia assets across the world","idAttribute":"h_6dc01e861c"},{"type":"paragraph","text":"Rank projects by size and use the legend or filters to display the status of the projects you are interested in.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854353069/20c314a0d26da59939cb5f2d/image.png?expires=1732347000\u0026signature=0462a9679ae279be38e98b0b808a9e8130b4cab90a8585f0fd3da5bf9edb8344\u0026req=fCUjFcx9nYdWFb4f3HP0gCF4NNC2GgZwHFG1tKkIoopKqJ%2BPzJrkHt5LZkKJ%0AvohF6phHZxV4jq%2BJ5A%3D%3D%0A","width":838,"height":585},{"type":"paragraph","text":"Analyse production by country to assess where production is coming from to meet supply/demand.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854357015/56b503324e36f54a3448364e/image.png?expires=1732347000\u0026signature=602194b94eba4ffb0a290391604e9ea97c0c75571cd2bdc5397481a88e10aee9\u0026req=fCUjFcx5nYBaFb4f3HP0gLD6KUMn4%2BDoHL6fz4abDbmA7dK8xPoeSjNN0H3%2B%0AUZxYu8vRX2GpguTBHA%3D%3D%0A","width":822,"height":569},{"type":"paragraph","text":"Use the map to examine ammonia assets, viewing and analyzing them alongside critical hydrogen data and cross-industry information. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854461907/effba99661d5c859aa4ac2e3/image.png?expires=1732347000\u0026signature=d57921b5df8d30c68bfb30c39a35b28cefc9e7d6dbbe415ed0e13c120215a0bb\u0026req=fCUjEs9%2FlIFYFb4f3HP0gKTZobDfFXt9K642fd2W5ykXaobCPqG2dOTcUrvV%0AAHFiKB%2Fatk8AY9VB8w%3D%3D%0A","width":1371,"height":677},{"type":"paragraph","text":" Examine all key technical details in the table, including: ","class":"no-margin"},{"type":"unorderedNestedList","text":"- Location\n- Feedstock\n- Production method\n- Owner","items":[{"content":[{"type":"paragraph","text":"Location","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Feedstock","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Production method","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Owner","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854357562/3b3165af38f66cab0e89b639/image.png?expires=1732347000\u0026signature=14a5b577210c25bcef8a4f9df3eed9cc243a39830d772b92cdf61b7739b83616\u0026req=fCUjFcx5mIddFb4f3HP0gO6rgqpNFGh39TAE2Ri%2BIRV12ofleRoEKwx4ajc%2F%0AWvQ8yvzAHYzU%2BmLFGA%3D%3D%0A","width":832,"height":570},{"type":"subheading","text":"June 2023","idAttribute":"h_1325658d5d"},{"type":"subheading","text":"Analyse supply/demand balances in Lens Hydrogen","idAttribute":"h_d584ea03f4"},{"type":"paragraph","text":"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. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Dissect demand data by end-use sector including ammonia, refining, methanol, power, steel, marine, aviation and others, further enriched by country-wise insights. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854336556/81056766ffb5c3414244bca5/image.png?expires=1732347000\u0026signature=e4f8672b6c5d41dd0de2b2b56621a7e3f6319328e66dc5ec411e9a47ef9c3d2f\u0026req=fCUjFcp4mIRZFb4f3HP0gKs4roX7LEgHvZ8KW1XtvNRn890rJmaU6STwPN60%0AIBdv6t%2BBVSc2o2VLYg%3D%3D%0A","width":1714,"height":686,"displayWidth":653},{"type":"paragraph","text":"Use the map pie clusters to analyse supply/demand at the market level in any given year.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/854330090/4412be51dfa183de932a2d8f/image.png?expires=1732347000\u0026signature=c506ac0309865cb8d282ad523d91e9a3fd6eaabbdc2828566576a734c2f89839\u0026req=fCUjFcp%2BnYhfFb4f3HP0gFHXGZJBvsji9ENR9buKv1LcLtSuirVN2kk234Yq%0AicDcnvk51BdVY1s2DA%3D%3D%0A","width":708,"height":670,"displayWidth":607},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading4","text":"April 2023","idAttribute":"h_63585d60da"},{"type":"subheading","text":"Explore electrolyser vendor information","idAttribute":"h_3528b86a02"},{"type":"paragraph","text":"Use the charts to plot the build up in capacity by country / vendor / electrolyser type to identify potential suppliers for your project.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736864470/d0c7d668315ce0296340b899/image.png?expires=1732347000\u0026signature=9dca507ce300e90bd7b25eeb14dc17a5904b2e3af21b6dcb84ca5a44bda0f2c2\u0026req=cyMhHs96mYZfFb4f3HP0gE3naenrSbWviL34umX5pya5Bd5G0bgKwa2AgJoE%0Ay6MhHUORV5I%2BdpeOUQ%3D%3D%0A","width":886,"height":714},{"type":"paragraph","text":"Visualise the vendors on the map - what ones are closest to upcoming Hydrogen developments?","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736865460/07be2706b986388081f82cc1/image.png?expires=1732347000\u0026signature=acd8eb6f6e8e88f1ba4bb6236e02703ae1a943c9c11ea6db25705799aea6afb9\u0026req=cyMhHs97mYdfFb4f3HP0gM87mpMRHHiqC6c0IwjIXIUqBSroAYfSyGLkHhBj%0AT7T9YG6DSs2Ny9vWZw%3D%3D%0A","width":601,"height":665},{"type":"paragraph","text":"\u003ca href=\"http://lens-help.woodmac.com/en/articles/6117733-how-to-customise-your-lens-map\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eCustomise your map to help emphasise layers of interest.\u003c/a\u003e","class":"no-margin"},{"type":"subheading4","text":"April 2023","idAttribute":"h_858ae55c0f"},{"type":"subheading","text":"Analyse Levelised cost of Hydrogen (LCOH) across countries, technologies and project size.","idAttribute":"h_b39c4cfdd1"},{"type":"paragraph","text":"How does the LCOH compare in different markets of interest? How sensitive is it to different feedstock prices?","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736857325/c33a68b2336dbc79a5b1f5ad/image.png?expires=1732347000\u0026signature=351cb3118cfb83856f059ec7f8d4775a8994aba0106642e08907c35f5f746224\u0026req=cyMhHsx5noNaFb4f3HP0gFnqTNnOnxh7OTo7UXmUZPHA5gLbz57OA2kDUic0%0AfbAIxWF%2BcDHQ7EwzZQ%3D%3D%0A","width":871,"height":666},{"type":"paragraph","text":"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.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736858125/7f5a22e5794c37dfe4caf296/image.png?expires=1732347000\u0026signature=ba02f1d12d8798817ce0fe54dac65165dfd479b4507063e54f45c3adcdb775f8\u0026req=cyMhHsx2nINaFb4f3HP0gOWXEI68xPx8iZyoMS9Osb16Y%2FGMQ0rJAwJ9xqzT%0AxD5Rtep5zgOVQoQwzg%3D%3D%0A","width":173,"height":205},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736859139/ecc4f31bd61d5f4a35a3ee06/image.png?expires=1732347000\u0026signature=4abc0d4e959d41420a79399abb60250553720bd9aa1de282599e2c94e3d93190\u0026req=cyMhHsx3nIJWFb4f3HP0gJcbnamuEvLBQXHK6G42pI498swq5vIJPbRUcpwS%0AVbq1y9Uq43d21AIdTA%3D%3D%0A","width":240,"height":699},{"type":"paragraph","text":"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.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading4","text":"March 2023","idAttribute":"h_89e6be6d41"},{"type":"subheading","text":"Screen and benchmark Hydrogen projects across the world","idAttribute":"h_ede34296d9"},{"type":"paragraph","text":"Rank projects by size (and either use the main Filter panel or legend to display the status of projects you are interested in)","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736868577/752c41c097b7ed898c21fff5/image.png?expires=1732347000\u0026signature=38ddd196754e6171ec8f1b282a170cb79ff21a123f172f62802fad1cc98fcbc1\u0026req=cyMhHs92mIZYFb4f3HP0gLZsRDNZ%2FPIo9vZK3EGPdXjSEZhT9CdoudCafav1%0ALwl%2FuHEwban8T57npg%3D%3D%0A","width":704,"height":543},{"type":"paragraph","text":"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?","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736870216/6e5545dfa7784de94dee4782/image.png?expires=1732347000\u0026signature=4077632e0602b09345daa87e23f451c2eb2f4bb0d2e4593fe5235d8685271967\u0026req=cyMhHs5%2Bn4BZFb4f3HP0gLhj%2B32QAwqPZJgbA%2BOyX7qwPugUxNkvMRLVn5MH%0AMCIvMm3J%2F13fh7b7oA%3D%3D%0A","width":698,"height":575},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736870755/9c96af886f6a995b2e39f937/image.png?expires=1732347000\u0026signature=5b19fbce48ef9b3a6ddf17304afbec9ac6d82f2dd987cad0c4aa52f5fcc32367\u0026req=cyMhHs5%2BmoRaFb4f3HP0gKNXcewcfRcf5XrH4rcTKLyV7tSRS0CnJEf5A6k0%0AUhGI89LYJC%2FJB5TJmw%3D%3D%0A","width":700,"height":572},{"type":"paragraph","text":"What end-use is the dominant one in a particular market?","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"How do we see the build out of Hydrogen production over time?","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736871785/3dbaa9f59feb252b1f54af7b/image.png?expires=1732347000\u0026signature=34212d496a78815fcebe086cb9d227fd5387fa89d6ff80a429ac7c1aaa969cca\u0026req=cyMhHs5%2FmolaFb4f3HP0gCTqTbd5mAWjgRY6XKj7t6QiLiduIroBgKpSPhFA%0A2fGMTWyPANGO94ZLzg%3D%3D%0A","width":694,"height":615},{"type":"paragraph","text":"Inspect all the key project technical details in the data table, including:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Status\n- Ownership\n- Fuel source\n- End product\n- Key dates","items":[{"content":[{"type":"paragraph","text":"Status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Ownership","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Fuel source","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"End product","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Key dates","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/736874332/1036e544091daacc71710162/image.png?expires=1732347000\u0026signature=0d21e5a18d8b6371b114858c6948561b41c0ca7f46f2701d29a94bf5a74abeef\u0026req=cyMhHs56noJdFb4f3HP0gOpkJUvSf1FCgVacDKrqYpQta8O6H9y3O5bj7CcO%0AKByEsp3ZSKANndoZ7Q%3D%3D%0A","width":1516,"height":354},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}],"collectionId":"3141930","description":"Updates and enhancements to Lens Hydrogen","id":"7776713","lastUpdated":"Updated over 4 months ago","relatedArticles":null,"targetUserType":"everyone","title":"What's new in Lens Hydrogen?","showTableOfContents":false,"synced":false},"breadcrumbs":[{"url":"https://support.woodmac.com/en/collections/3141930-what-s-new-in-lens","name":"What's new in 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