China’s significant global renewable power generation advantage, driven by solar energy, positions it strongly to compete in green product markets like hydrogen, where we think
The Hydrogen Economy #87 China Has The Tools – Will It Take Green To Scale? Key Points Exhibit 1: China’s transition from grey to green
Hydrogen’s economic reality demands massive scale, making success a game for deep-pocketed giants, not cash-strapped start-ups struggling to stay afloat, and many with scale and
The Hydrogen Economy #85 The Premium Power Play: Data Centers & Hydrogen Key Points Exhibit 1: Technology leads global clean power PPAs; is a scramble
We discuss the recent German election, as we think the new coalition will mostly continue Germany’s hydrogen ramp-up. However, it will likely lift German support
We provide our views on a leaked draft of the state aid rules for the European Commission’s upcoming Clean Industrial Deal, which appears too scattered
The International Maritime Organization (IMO), shipping’s global regulator, has committed to adopting binding policy measures to drive its transition to net zero by 2050. It
US electric power producer initiatives to lift the capabilities to co-fire hydrogen in methane-fired turbines face an array of challenges in terms of being cost
This will be an uneasy time for everyone engaged in the US hydrogen business. Even the best-run industrial gas companies have some exposure to 45V
Huge European subsidies for green hydrogen might look cripplingly unattractive to taxpayers. However, it is still possible that the pace of activity slows, such that
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