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). […]
Trade, hydrogen and…COP26! I started drafting this newsletter during the summer, and then suddenly COP26 came and went. I have been so busy since my April newsletter that it has become something of a long read. I do apologise in advance – if you feel tired reading it, imagine how I feel. Roll on Christmas, I […]
OK my lovelies, here by popular demand is Version 4.0 of my Clean Hydrogen Ladder. If you’re new to this, it’s my attempt to put use cases for clean hydrogen – whether it be green, blue, pink, turquoise or whatever – into some sort of merit order, because not all are equally likely to succeed. […]
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