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 –
At the 11th hour, the IRS offered some 45V clarity, and while some have welcomed the move to annual matching rather than hourly matching of
The lack of cohesion coming out of the recent COP29 meeting makes it very hard for any one country or region to pursue what may
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
Claims that the US hydrogen industry is losing ground to Europe are based on European countries providing much higher subsidies to projects that are still
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
The hydrogen and other transition industries need new guidance and revised incentives at a time when there is political upheaval in many places, suggesting that
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
The enthusiasm behind cheaper green hydrogen relatively quickly shows the Biden Administration’s ambition, but it may drive its failure because of electrolyzer overinvestment and overall
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
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