While the UK is gripped by the Sturm und Drang of Brexit and our first independent trade deals in half a century, an entirely different issue is shooting up the international trade agenda: climate change. […]
Month: October 2020
BNEF: Separating Hype from Hydrogen – Part Two: The Demand Side
In the first part of my deep dive into the economics of hydrogen, published last week, I looked at the supply side and distribution – in particular the EU’s $550 billion Hydrogen Strategy, which sits at the heart of its Green Deal and Covid recovery plan. TLDR: Hydrogen will play a vital role as a chemical […]
Time to double down to reach net zero
There is everything to play for through reducing carbon emissions as the world emerges from the Covid-19 recession… […]
BNEF: Separating Hype from Hydrogen – Part One: The Supply Side
When Ahmed Sheikh Yamani, Saudi oil minister during the oil shocks of the 1970s and 80s, famously said that “the Stone Age did not end for lack of stone, and the oil age will end long before the world runs out of oil”, he was not thinking of renewable energy and electric vehicles, he was […]