Hydrogen Economy | Sustainability, Energy Transition, ESG

Concluding The Power Discussion – How Do We Move Forward with Higher Prices
February 23, 2024
Companies Mentioned:
Ørsted, Bloom Energy, Plug Power, The Andersons, Rivian, Neste
Commodities Mentioned:
Hydrogen, Ammonia, Carbon, Ethanol, Ethylene, SAF, AI, Bitcoin, Hydropower, LNG
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability and Energy Transition Report

Concluding The Power Discussion – How Do We Move Forward with Higher Prices

  • 1st Topic of the Week: Power Shortfalls Suggest Higher Pricing – If power supplies are insufficient to meet demand, prices will be higher than expected and exceed costs – a setting likely positive for producers but not sustainability.
  • 2nd Topic of the Week: Using Water For Storage – Location Is Everything – Europe’s opportunity to use hydraulic storage is an illustration that most transition solutions are situational – what and who are around you matter.
  • Otherwise – We discuss ethanol as a possible enabler for transition if it is cheap and low carbon, and we comment on the collapsing carbon price in Europe, ammonia ambitions, slower hydrogen activity, and likely ESG investor compromise (more on this next week).

Exhibit 1: Note that the retail consumer is labeled indifferent because they take the power mix provided. Though they can choose to install solar and batteries, this only makes most of them high-priced green power buyers.

Source: C-MACC Estimates, February 2024

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