Scores recomputed 4 days ago
Air Products
≈ $8.0B, converted at EUR_TO_USD = 1.08, fixed on 1 Jun 2026
The investment this project announced works out to 11207 EUR/kW of electrolyser, above the 5000 EUR/kW ceiling GaugeH2 accepts for one — so it is not an electrolyser cost. Announced investment usually covers the whole project: the renewables, the storage, the ammonia or e-fuel plant, the port works.
This project is not electrolytic hydrogen, so the LCOH engine cannot model it: there is no electrolyser capex, no kWh/kg of electricity and no stack to replace. GaugeH2 refuses the conversion rather than returning a number of the wrong shape. Catalogue technology: smr_ccs.
RFNBO threshold by feedstock
This is a fossil route and the record does not state a capture rate. To fall below the RFNBO limit of 3.384 kg CO2e/kg H2 it would need at least 70.2 % capture. GaugeH2 does not know whether this project reaches it, and does not assume it.
Weighted checklist of public info. Not a prediction of success.