Sustainability, Energy Transition, ESG | Weekly Thematic

“Super Green” For Hydrogen – Not Quite Yet For The First Element 
August 17, 2022
Companies Mentioned:
Bloom Energy, Plug Power, Sunrun, Air Products, Linde, Air Liquide, CF Industries, Nutrien, The Mosaic Company, Yara International, ICL Group, Hy Stor, LSB Industries, Phillips 66, Tevva, Monolith, Albemarle, Braskem, Fulcrum Bioenergy, LyondellBasell, Dow, Archaea Energy, Summit Carbon Solutions, Navigator, Aker Carbon Capture, Talos, NuScale, X-energy
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

“Super Green” For Hydrogen – Not Quite Yet For The First Element 

  • Demand projections for hydrogen through 2030 look significant, but through 2050 appear very challenging to meet, presenting opportunities for some.
  • Green hydrogen is the ask, but the economics are a hurdle, as is the physical availability of green power relative to potential demand – logistics are not easy.
  • Blue hydrogen will take the lead for industrial decarbonization, with 45Q credits in the US likely more important than any hydrogen tax credits or other credits.
  • We look at clean lithium and how pricing today could justify handwashing each pound, but when prices fall, clean lithium is going to need to be competitive.
  • Otherwise, we look at more recycling plans, how the 45Q revisions level the playing field, more possible power shortfalls, and SPACs.

See PDF below for all charts, tables and diagrams

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