Sustainability, Energy Transition, ESG | Weekly Thematic

Green Hydrogen: Can You Get The Economics Out Of The Red
June 14, 2023
Companies Mentioned:
Bloom Energy, SLB, CF Industries, Incitec Pivot, Issaquena Green Power, Thyssenkrupp, Air Products, Linde, Plug Power, Gevo, Shell, ExxonMobil, LSB Industries, Nutrien, Net Power, Petronas, GoGreen Investments, Lifezone Holdings
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.)

Green Hydrogen: Can You Get The Economics Out Of The Red

  • A deep dive into green hydrogen economics suggests that some technologies might be advantaged over others, but nothing works without cheap power.
  • Lower capital costs will make a difference as technologies scale, but the critical piece is the power and finding enough to allow technologies to scale could be hard.
  • Both hydrogen and ammonia potential demand require faster development of clean power and hydrogen technology. Net Power may have one of the answers.
  • Faster development is needed in general, and while the incentives may now be in place in the US – permitting remains a challenge as does corporate planning pace
  • We look at the risk of depending on the weather for energy as climate change impacts weather and what happens to energy inefficient low grade office space.

See PDF below for all charts, tables and diagrams


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