Sustainability, Energy Transition, ESG | Weekly Thematic

Hydrogen “Earth Shot” – “Long-Shot” But Will Drive Costs Down
September 29, 2022
Companies Mentioned:
Tallgrass Energy, Equinor, Bloom Energy, Plug Power, McPhy, ITM Power, NEL, Talos Energy, EnVen Energy, Flux Power, NEOM
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.)

Hydrogen “Earth Shot” – “Long-Shot” But Will Drive Costs Down

  • The Hydrogen excitement continues to build, and the DOE hub and technology targets/goals could help production and infrastructure development.
  • While we still believe that affordable power availability will spoil the party – as might material/equipment shortages, the incentives will pick up the pace.
  • Recent meetings in NYC show views of the US have gone from disorganized and investment unfriendly to ahead of other countries with the IRA/DOE moves.
  • Expect huge progress in investments and production costs over the rest of the decade, with many shovels in the ground by 2024 – it may create other shortages.
  • Otherwise, we look again at the damaging effect of declining recycled polymer prices, the CO2 footprint of building products, and the positives of a recession.

See PDF below for all charts, tables and diagrams

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