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 […]

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BNEF: We Need To Talk About Nuclear Power

We need to talk about nuclear. And I mean really talk, in a truth-and-reconciliation, moving-forward kind of way, not a let’s-all-shout-slogans-at-each-other, my-tribe-versus-your-tribe kind of way.   Serious people are finally talking about decarbonizing national economies by mid-century, but such talk must be accompanied by credible plans – and no plan can be considered credible if […]

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BNEF: Green New Deal – Trumpism With Climate Characteristics?

One of the most iconic images from the COP15 Climate Conference in Copenhagen in 2009 was the occupation of the conference center by protesters holding signs reading “We won’t leave until you reach a fair, ambitious and legally binding agreement.” Of course no such deal was reached, but the protesters meekly left anyway. Climate change […]

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Medium: The Revolution Will Not Be Fossilized

It’s that time of year again, when I pour myself a single malt and pull on my creative writing boots. For my 2019 New Year piece I was inspired by Gil Scott-Heron, of “The Future Will Not Be Televised” fame. If you’re not familiar with it, probably best listen to him reading it first. […]

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BNEF: Two Business Cycles to Prepare for A Low-Carbon World

This week, as delegates from nearly 200 nations congregate in Katowice for COP24, the 24th annual UNFCCC conference on climate change, ‘tis the season to take stock of the state of climate politics around the world. Spoiler alert, it’s not a particularly jolly read. […]

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BNEF: Planes, Trains and Automobiles – the Electric Remake

In my article this March entitled Beyond Three Thirds, The Road to Deep Decarbonization, I referred to the vast opportunities that beckon in clean energy and transportation beyond the core markets of wind, solar, batteries and electric vehicles. Today I want to take a deep dive into commercial transportation, aviation, shipping and trains. […]

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