ESG, Recycling, & Climate | Monthly Thematic Piece

The Hydrogen Excitement Is Real But No Large Clean Volumes Soon
October 13, 2022
Products Mentioned:
Hydrogen, Renewable Power, Carbon, Nuclear Power, Ammonia, Synthetic Fuel, Sustainable Aviation Fuel, Batteries and Materials, Chemicals, Plastics
Companies Mentioned:
Issaquena Green Power, Cummins, Bloomberg, Air Products, ExxonMobil, Denbury, Nutrien, Alaska LNG, Hilcorp, GE, Blackrock, Westinghouse, Brookfield
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

The Hydrogen Excitement Is Real But No Large Clean Volumes Soon

  • The enthusiasm for clean hydrogen is understandable as its versatility as a fuel and as a starting point for clean fuels and chemicals is unconstrained.
  • Today we see small green projects based on isolated sources of limited cheap renewable power – mostly, these are focused on transport applications.
  • Large volume green hydrogen waits for large volume green power and will need to compete with other power needs – blue hydrogen needs permits and capital.
  • Meanwhile, activists are targeting everything, and the industry needs empirical evidence to refute claims that almost all energy transition plans are bad.
  • Otherwise, we look at carbon taxes/pricing and problems with regional policy differences. We also question wind ambitions and take another look at nuclear.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial