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