Renewables firm NZE to invest €2bn in hydrogen venture

My parents live in Moux, France. It's pronounced "Mooks".

Half to Ukraine, half to Europe. Nice.

New Zelda game coming out this year. I bought the Ocarina of Time Gold Edition boxed set in 1998. It's not within the main Zelda timeline, but honestly amazing

I bought the chalet in Northern France, and so anyone following this will be hearing more about the build, starting in a few months I am using a recycling shower loop with 9-stage filter system. Really optimistic working this through with Claude, which I am paying for now

I can swear this butterfly just landed on my hand

New post: 'How the case for Electrification Only is systemically flawed' #ElectrificationOnly #hydrogen

My account is back online. To celebrate: 8 new meaty vegan meals

#ElectrificationOnly just means no decarbonisation. The #RFNBO rules are fit for purpose: if that purpose is to never stop burning fossil fuels "How ideology shaped the RFNBO framework ; and why the evidence doesn’t support it"

#RFNBO Report update: why the June Revision of the universally criticised rules [EU Council, EU Parliament, every EU Government with specific criticism from President Macron, Robert Habeck, the banking sector, the legal sector and others] are cynical at best > 𝘁𝗼𝘁𝗮𝗹 𝗘𝗨 𝗱𝗲𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗮𝘁 𝘄𝗼𝗿𝘀𝘁

'The ramp-up of the European hydrogen economy is under significant pressure to meet expectations. At the same time, it is becoming increasingly clear that key provisions of the EU-wide RFNBO rules are currently acting not as enablers but as obstacles to scaling and investment.'

H2 Mobility cuts green hydrogen prices 10% at five sites after quota credit sales www.gasworld.com/story/h2-mob...

Emily O’Reilly, the EU’s former ombudsman slammed the “elitist” lack of transparency at the European Commission, arguing it was a threat to democracy.

'National Gas, Centrica, Equinor and SSE Thermal are working together to develop a coordinated hydrogen network linking key sites across the area.' #hydrogennetworks

North Atlantic Refining wind-hydrogen project takes key step with environmental release Avalon Isthmus Green Energy Project would include a 45-turbine, onshore wind farm near Sunnyside in Newfoundland and Labrador, Canada. Will export hydrogen to Germany (LOHC). share.google/z3NHoOibf4rN...

While the "rules" for green hydrogen are an attempt at destroying the entire industry. The Commission need serious investigation, and accountability enforced It's one thing to have a bit of side-dealing; it's another if they are focused on destroying the green deal to protect shareholders

Agree!

I've been full vegan for more than 10 years now, & I'm the healthiest person I know my age, don't take statins for high cholesterol! I am in such good health I only do phone apts with my doctor once a year for blood test to check iron level. I'm 67 next month! VEGAN FOOD IS AWESOME!

Yesterday Israel ordered the inhabitants of Nabiteh to leave (population of 100,000) They then ordered the inhabitants of Tyre to leave (pop of 200,000). Now they've ordered the entire south to leave - up to 300 towns & villages. Alex Crawford reporting from Lebanon today

Boss levels are always difficult in Zelda. But it's classic capitalism, once you have completely tooled up, it becomes a piece of cake, almost cathartic. In fact, definitely cathartic as it is the most enjoyable sequence of the entire 160+ hours you spend playing the game, at the end. #ZeldaChat

Does anyone remember those cartoons where the bad guys are trying to destroy the planet, and kill everyone, for personal gain and profit ? Has this actually now become mainstream philosophy, even considering that China has become the global superpower, and is decarbonising *everything* ?

'Data centers now account for over 4% of U.S. electricity consumption (2023) and could reach 12% within three years. Data centers often pay less than residents for electricity due to discounted rates, passing costs to ratepayers.' Imagine if we just did hydrogen, and completely decarbonised?

'Utility bills—especially electricity—have risen significantly more in U.S. states building new data centers than the national average, with increases ranging from double-digit percentages to as much as 267% over five years for residents near data center hubs.' #datacenters #AI

'The import terminal for ammonia will be paired with an ammonia cracker and a 410MW electrolysis plant, all of which will be connected to the planned hydrogen network. Generated H2 will primarily be used to supply local industry, but it also will be possible to feed it into the national H2 network'

Cheaper groceries: In Germany and the UK, #plantbased meat alternatives now cost less than meat—and other #sustainable proteins (e.g. #beans, #lentils & #tofu) are even more affordable compared to meat: vegconomist.com/studies-numb... #Groceries #Retail #Supermarkets #Meat #Protein #Costs #Prices

'Our comparative assessment reveals that GCC solar installations achieve 1800–2000 hours of annual full-load operation versus 950–1400 hours in EU and Asian markets, enabling projected green hydrogen production costs of $0.80–$1.60/kg by 2030, significantly below global competitors' #hydrogencost

'The government aims to reduce the average end-consumer price of hydrogen to below 25 Yuan per kilogram, which currently equates to €3.16 Eur per kilogram. “In some regions with favourable conditions,” a price of 15 Yuan – equivalent to 1.90 €/kg – is expected to be achievable (2030)' #hydrogencost

'A major development in this direction has been the discovery of the country’s lowest green hydrogen price of about ₹279 per kg (around $3.08/kg) through a recent tender' At 10,000 ktpa, there is a lot of scope for cost reduction #hydrogencost

'Spain, Denmark could develop European green hydrogen corridor for €2/kg by combining solar and offshore wind' The cost of hydrogen will reduce when infrastructure is built, and grids are renewable #hydrogencost

'The recently published Draghi report makes it clear: hydrogen is set to play a strategic role in Europe’s path to decarbonisation and long-term competitiveness.' It's a 400-page report by a former president of the ECB: detractors such as Michael Liebreich and Jan Rosenow are just 𝘄𝗿𝗼𝗻𝗴 #hydrogen

'Can Green Hydrogen Meet the Needs for the EU Green Industrial Development?' - as this report explains in detail, hydrogen is 𝗮𝗯𝘀𝗼𝗹𝘂𝘁𝗲𝗹𝘆 𝘃𝗶𝘁𝗮𝗹, and must be central to all EU state industrial strategies 𝗕𝗮𝘁𝘁𝗲𝗿𝘆-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝘀 𝗻𝗼𝘁 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗵𝗮𝗽𝗽𝗲𝗻 www.sciencespo.fr/chair-sustai...

Fossil fuels in Europe are subsidised by about 28% of the dispensed fuel cost (€60-100bn per year), so these figures are practical for replacing fossil fuels at scale. #hydrogencost

All long term figures put delivered hydrogen costs at about €1.50-2.00/kg by 2050. Asking for more conservative estimates, the figures are still the same as delivered LNG plus the current carbon price in Europe by 2050, and still similar to LNG by 2030 if commitments are maintained #hydrogencost

Primary steel production is switching to hydrogen, with a €100bn project investment pipeline. All Cemex cement production in Europe is using hydrogen. Glass, ceramics, chemicals, shipping are all using hydrogen commercially The EU gas grid is switching to 66% H2/biomethane by 2050. List goes on

Amid urgent energy challenges, EU launches tools to improve grid transparency and speed hydrogen rollout—but cooperation gaps remain.

a story that flew under the radar, Tata, Hegang, other major steelmakers are making "green steel" Green Hydrogen-DRI in electric arc furnaces, hydrogen can be made electrolytically via water via solar or nuclear, and it's hitting the market eurometal.net/china-sells-...

Reminder that people that oppose hydrogen are functionally climate change deniers. How else can you explain how some "environmentalists" oppose green technologies? In reality, they are not. Some are BEV investors and have conflicts of interest. Others are idiots or are full climate change deniers.

I have been somewhat vague about the disconnect between EU Commission policy announcements (Hydrogen Market Package, Grids Package, RFNBO/REDIII Delegated Acts), and how these policies are implemented in practice, and what is going on. I will be working much more closely on this evolving situation.

Labour to adopt some of the world’s most ambitious climate targets. Britain set to cut emissions 87% by 2040 as Labour doubles down on net zero and seeks to blunt Green Party momentum. www.thetimes.com/uk/environm...

There is 𝗭𝗘𝗥𝗢 𝗵𝗲𝗮𝘃𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝘁𝗵𝗮𝘁 𝗶𝘀 𝘂𝘀𝗶𝗻𝗴 𝗼𝗻𝗹𝘆 𝗯𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝘄𝗶𝗻𝗱/𝘀𝗼𝗹𝗮𝗿. Light industry, light transport, residential energy use - of course. But 𝗲𝘅𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝗵𝘆𝗱𝗿𝗼𝗴𝗲𝗻 means the energy transition ends pretty soon. It's simplistic, and feeds into ideologic and ultimately fossil-centric talking points

Jan Rosenow, Michael Liebreich etc are subtle influencers; existing at the intersection between ideologically-motivated, Tesla-friendly 'pundits', and hardened anti-hydrogen lobbyists, paid by their sponsors to maintain the status quo; for whom hydrogen is a 𝗺𝗮𝘀𝘀𝗶𝘃𝗲 𝘁𝗵𝗿𝗲𝗮𝘁

Hydrogen heating developments - China, Germany, Canada, Taiwan, Hong Kong, Portugal, overall EU strategy, reports 🧵 #hydrogenheating #hydrogengasnetworks

'The project targets decarbonization of cement production by using hydrogen as an alternative fuel, leverages BrightHy’s agency agreement with Sungrow Hydrogen, and is described as a multi-million-dollar opportunity expected to create long-term value and support potential follow-on projects.'

'From political support to competitiveness: Mexico projects renewable hydrogen at US$2/kg in the coming years' #hydrogencost

Tianjin-Beijing: 'hydrogen blending in municipal gas pipelines from 2026 to 2028, conducting full-process tests at different blending ratios .. they also plan to expand hydrogen applications into power generation, metallurgy, transportation and refuelling infrastructure' #hydrogengasnetworks

My thread on hydrogen-powered industry - commercial or almost commercial in every sector. Still have to add chemicals, cement, transport but you get the idea 🧵 #hydrogen #hydrogenindustry

This is just lies. If you are prepared to believe in battery powered regional airliners, you are pretty much prepared to believe in anything.