Sustainability & Energy Transition
1st Topic of the Week: The C-MACC critical mineral index rose in February, with copper among its strongest performers and lithium among its weakest –
March 7, 2025
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1st Topic of the Week: The C-MACC critical mineral index rose in February, with copper among its strongest performers and lithium among its weakest –
The battle lines are clear at COP29, with the “we can’t afford it” group growing in numbers while the “we have to do it anyway”
As longer-term hydrogen demand forecasts decline, the short-term implications are severe, as the constraints that impact longer-term estimates are happening now – near-term problems drive
Exhibit 1 shows the rapid uptake needed in electrolyzer-based hydrogen to meet the demands of net zero projections for 2050. These are unattainable, but even
There is insufficient high-priced demand today to rekindle interest in a hydrogen market that is mostly on pause as developers and potential off-takers wrestle with
We are hitting a confluence of issues with hydrogen in that early estimates of production costs are proving too optimistic, and it is increasingly evident
Incentives to promote the hydrogen economy are insufficient today, and without a fix we will fall short of all ambitions for hydrogen. We need sufficient
Most of the European hydrogen projects that we cover need high premium pricing, which they are getting through grants, subsidies, and fuel value mechanisms that
For a hydrogen investment to work several factors need to be stacked in your favor, not just one or two. Lining up all the options
The US LNG export industry developed through fixed-margin offtake agreements that supported funding. We believe that the US blue hydrogen/ammonia industry should evolve in a
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