Lots of hydrogen portfolio project/portfolio managers adding '& data centres' to their linkedin job descriptions lately

You can really tell it's joever for hydrogen as one of the best free newsletters has just been discontinued

"analysis suggests that Chinese companies have chosen Morocco partly to avoid strict environmental regulations in Europe Thorsten Lahrs CEO #CNGR: obtaining environmental permits in Europe would take “several years,” involving court proceedings while in 🇲🇦[CNGR] made significant progress in a month”

If Morocco becomes an EV export hub for Chinese automakers it will be one of the greatest EU fumbles of all time. Seriously. Our own backyard. www.moroccoworldnews.com/2025/05/2006...

Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers… mliebreich.substack.com/p/decarboniz...

Some of you will hate this take but repealing 45V might not be the worst idea, tbh. In the US context of cheap gas and plentiful CO2 storage potential, 45Q provides much better value for money. That said, leaving the credit and letting technologies compete would probably be best

Two different values for upstream emissions of natural gas in the same document - RFNBO Delegated Act (emissions methodology). Anyone can tell me what's the difference/which one is right

Professional update: my time as founder-in-residence at Marble has come to an end. Turns out inventing a new PtX technology is actually insanely hard. Still, the experience was incredible, and I've learned so much. Gonna write up my discoveries for y'all in the next few weeks.

Brutal decline in climatetech funding since 2021

Wild stat: if you invested in Plug Power 10 years ago you’d be 67% poorer today (nominal)

How did China develop the world's most impressive supply chain? In no small part due to focusing public support on incentivising scale-ups. Contrast with US + EU where public funding tends to focus on R&D. Y axis is % of GDP

My view, which is unpopular with almost everyone, is that BP actually had under Looney a semblance of a genuine strategy to diversify away from hydrocarbons. So I'm 100% not surprised at this. www.bloomberg.com/news/article...

After going bankrupt, Nikola's factory has just been sold to Lucid motors - the luxury BEV car maker - for $30 million. Lucid did not purchase Nikola's hydrogen portfolio though. The Nikola hydrogen truck is now officially dead. www.electrive.com/2025/04/11/l...

Our information space is nothing less than a geopolitical battleground. Russia has invested over a billion euros in their state-controlled propaganda outlets in the last few years. It is increasing year on year. My speech at the Conference on FIMI → europa.eu/!pFBFNP

That the EU ran two Hydrogen Bank auctions before doing one for batteries is a good summary of what went wrong.

Ugh c'mon y'all, do we actually care about decarbonisation or not? Every net zero Europe analysis shows we need hydrogen. The counterfactual to not building this pipeline is not investment in North African refineries/factories - it's most likely blue hydrogen from the US or the Gulf.

🔴 NEW 🔴 The Heritage Foundation, the group behind the radical pro-Trump Project 2025 agenda, held a private discussion this week about how to dismantle the EU. 📝 @desmog.bsky.social report 👇🏻

A silly lil reel I made of a visit to Arcelor Mittal’s steelworks in Ghent. The scale was like nothing I’ve ever seen before. First person factorio. Mindblowing how we learned to turn rocks into big ol slabs and coils of steel.

Yes orange man bad on many levels but he’s galvanising the EU into action like nothing I’ve ever seen before. Is this what being back feels like?

I see Greenpeace is opposing… (checks notes)… solar energy. www.rechargenews.com/energy-trans...

I'm looking for a good chart comparing the emissions reductions of using X amount of electricity for hydrogen vs. direct electrification across many use cases. It's for a chapter of a book I'm writing. Anyone got suggestions?

Russian defence spending exceeds all of Europe combined, study finds

Consider that if we stopped using crop-based biofuels for road transport and instead put them to work in planes, we could decarbonise 25% of aviation by tomorrow. Chart from Shell's 2025 Energy Security Scenarios.

You should be blackpilling on e-fuels. It's 4x cheaper to abate emissions using biomass CHP + CCS rather than using biomass as a source of biogenic CO2 for e-kerosene. This in recent analysis by Tobias Johan at Danish think tank Concito.

I live for corporate PR merch like children’s PtX stories

Scrolling through ‘energy twitter’ was a special feeling - a certain je ne said quoi born out of wonkery and colourful, yet constructive discussions. Something I hadn’t felt for well over a year now. Until today, when I opened blue sky.

🚨New Paper and Policy Brief🚨 How has green hydrogen developed recently? How much hydrogen is needed for 1.5°C? And what are plausible future pathways? In a new Nature Energy study, we look at these questions. 🔗Article: https://buff.ly/3WeOh3G 🔗Policy Brief: https://buff.ly/3C2F6wm #EnergySky

Major steelmaker SSAB is pulling out of a federally backed green hydrogen plant, in the middle of funding negotiations with the US government. 😬 www.canarymedia.com/articles/gre...

Small tragedy unfolding in Poland: several municipal councils ordered hydrogen buses without contracting hydrogen supply. Now they’re finding out fuel costs and can’t afford them, so begging central gov for bailout. *sigh* wydarzenia.interia.pl/kraj/news-sa...

A lot of people are not going to like this one but e-fuels are a hydrogen psyop. FF + DACCS significantly cheaper.

Competition for clean power projects

Us Treasury just released long-awaited guidance on hydrogen tax credits. Final rules little changed from draft proposal apart from minor tweaks eg allowing retired nukes. The three pillars of additionality, temporal and geographical correlation stand. home.treasury.gov/news/press-r...

BloombergNEF recently revised it's green hydrogen cost projections. $1/kg H2? Forget about it. Already $2/kg is a stretch, even for China and India who don't reach it until 2040. Worth noting these are average costs tho. There will be exceptional projects that will outperform.

Aviation is betting big on alternative fuels to reach net zero. But is that the best way? @roberthoglund.bsky.social thinks not and suggests storing the CO2 rather than turning it into E-Fuels. I interviewed Robert about this for Sustainability in the Air - green.simpliflying.com/p/carbon-rem...

Nahhh this is wild: 🇨🇳 company received average bid of $66.3/kWh for battery ✨systems✨. Probably got a lot to do with the 16GWh size of the order but this is a small peak into the future of stationary storage. 🔋 www.ess-news.com/2024/12/09/p...

"The industry has over-promised and under-delivered. It’s only natural that there is a sort of swing back and a natural cooling of some of the excesses that were promised." Good news is we can now see the plateau of productivity on the horizon! www.bloomberg.com/news/article...

Buying green hydrogen in the UK today will set you back *at least* £30/kg H2. Real quotes from suppliers. Sure it’ll get cheaper with time but you can kiss £4/kg goodbye before 2035.

#Germany just cancelled funding for green hydrogen projects allocated as part of the first EU Hydrogen Bank auction. Apparently because the EU insisted the subsidy can’t be higher than €1.44/kg. www.bloomberg.com/news/article...

Uuuuuh…. What? They have one of the strongest binding use mandates in the world on track to implement in another year. moderndiplomacy.eu/2024/08/22/c...

The plan: "EPP Group calls for a revision of the ban on internal combustion engines, a technology-neutral approach to encourage innovation" So more feet dragging and technological dead ends. Sweet.

Anyone else noticed how neither Chinese policymakers nor companies are doing much on synthetic aviation fuels? It's as if they don't find it worthwhile to focus their energy or capital on this sector for now. Meanwhile EU keeps banging on about it. Curious.

In June 2024 Nikola - the hydrogen truckmaker - did a 30:1 stock split to avoid getting de-listed from the Nasdaq. That did not stop the stock from falling and once again it's only 78 cents from testing the de-listing threshold.

New cars in Europe are getting 1 cm wider every two years. T&E says the trend will continue due to the rising sales of SUVs unless lawmakers take action. 50 % of new cars sold are already too wide for the minimum on-street parking space in many countries. www.greencarcongress.com/2024/01/2024...

From January 20525, EU Commission officials holding management position (heads of units and above) will only meet registered lobbyists, and will publish details of each meeting. (This obligation currently only applies to Commissioners, cabinets and directors general)

Commenting on the news, hydrogen guru @gnievchenko.bsky.social points out that the green H2 component of the site is slated to be just 100kw, "which is tiny." The lion's share of the electricity will come from on-site solar and battery storage.

⚡☀️🏴󠁧󠁢󠁷󠁬󠁳󠁿Panasonic's Cardiff factory will now be powered by 100% renewable sources, on-site. It feels like a pretty big vote of confidence for Wales's green ambitions.

Top 10 binding deals for clean hydrogen offtake add up to only 0.6 megatonnes. Signing MoUs and LOIs is one thing. Getting a term sheet is another.

A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here. go.bsky.app/SRQaZno

New paper estimates a net warming effect of 2020 maritime fuel desulfurization regulations (due to reduced ship track formation) of +0.08±0.03 K. This is roughly (VERY ROUGHLY! do not try this at home!) comparable to the warming impact of ~100 GtCO2e. Yes, one hundred billion tons. With a B. 🔌💡