Carbon2X archive
Insights

Industrial Transition
Beyond Cheap Power: What Makes a Green Molecule Project Bankable in the Middle East?
A September 2026 review of the power, buyer, infrastructure and certification questions behind Middle Eastern hydrogen and green-fuel projects.

Green Methanol
Biomethanol vs. E-Methanol: What Determines the Cost Crossover?
A transparent way to compare biomass-based and electricity-based methanol, with explicit assumptions instead of a universal crossover price.

Industrial Transition
From Clean Power to Industrial Molecules: A Systems View
How power, feedstocks, conversion, delivery and buyer commitments fit together in hydrogen, ammonia and methanol projects.

Carbon & DAC
DAC vs. Biogenic CO₂: Delivered Cost, Eligibility and Carbon Claims
Compare carbon sources at the plant boundary, distinguish fuel use from permanent carbon removal, and check the relevant destination-market rules.

Hydrogen
Electrolyzer Costs: Comparing China with Overseas Installation
Chinese equipment pricing and overseas project cost are different comparisons. Use dated installation benchmarks and a clear procurement boundary.