BNEF: The Unbearable Lightness of Hydrogen

Two years ago, BloombergNEF published my two-part primer on hydrogen, Separating Hype from Hydrogen. On the supply side, I was optimistic: green hydrogen (produced from renewable energy) would over time become cheaper than blue hydrogen (produced from natural gas but with carbon captured) and eventually cheaper than gray hydrogen (produced from natural gas without carbon capture). […]

Read More…

BNEF: After Ukraine – The Great Clean Energy Acceleration

Twenty years ago, sustainability was the only real driver of the transition to clean energy. Around ten years ago there was a major acceleration when it became clear that wind, solar and batteries were going to become really cheap; economics also started to drive the clean energy transition. I believe this hellish year is going […]

Read More…

BNEF: Climate Lawsuits – An Existential Risk to Fossil Fuel Firms?

As I fly in to New York for Climate Week (I know, flight-shame, more on that later), I have been reading about the bankruptcy of Purdue Pharma. Over the past 20 years the company has been hit with over 2,600 lawsuits because of the central role its Oxycontin painkiller played in the opioid crisis sweeping […]

Read More…