In a nutshell, a green gases quota ("Grüngasquote") mandates an increased share of "green gases" (which need to be defined) to be sold in the covered sectors. The basic idea is that this ramps up to 100% eventually, perhaps like this.

#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...

Cracking imported clean ammonia to #hydrogen is gaining interest despite its poor efficiency. Air Liquide just received a €110 million EU subsidy for an industrial-scale cracker in the Port of Antwerp. #energysky www.airliquide.com/group/press-...

We should expect to see more hydrogen project cancellations over the next years with a few remaining that actually make sense or that survive because they find ways to layer multiple subsidies (eg US tax credits and import incentives in Europe). #energysky

If you are interested in spicy takes on the energy transition directly from the BloombergNEF analysts who write the research, give this starter pack (made by @solarchase.bsky.social ) a follow: go.bsky.app/SRQaZno #energysky 🔌💡

Wait are we all denying being journalists? I can do that too, but I do think 'analyst' is a lot like 'journalist with some spreadsheets'.

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

Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis. www.gasworld.com/story/norsk-...

Will be interesting to see the network tariffs for the German hydrogen network. Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.

Heard one of the heads of a pure play hydrogen fund today admit that hydrogen cars “didn’t work out”.

Important to note that very little money is actually being given out at the moment and there is no clarity on how the funds will actually be used yet.

DOE’s $2.2B investment in the Gulf Coast & Midwest H2Hubs isn’t just about infrastructure—it’s a bold experiment in using public funding to enable the deployment of key clean technologies. Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...

Co-firing clean ammonia in coal and gas plants is costly and has limited environmental benefits. South Korea just learnt this the hard way: ❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations www.hydrogeninsight.com/power/south-... #energysky

#energysky & hydrogen home heating

Not surprising. The 20Mt goal never had a chance of realistically being met by 2030. This reality check is now having negative consequences too, with Germany trying to reopen discussions on what counts as renewable hydrogen.

I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over. I'm sure this will come up again around ~2030. With similar results.

BloombergNEF hosted a #hydrogen roundtable yesterday in #Brussels. The discussion focused on the state of the industry and the competitiveness of US and European electrolyzer manufacturing. Some takeaways below:

@jameshewett.bsky.social doing god’s work for #energysky 🙏🏾