The IEA summarises its special briefing, “The State of Clean Technology Manufacturing.” It’s a global update on recent progress in key regions, focussing on five technologies – solar PV, wind, batteries, electrolysers and heat pumps – critical to the energy transition. It should be read to keep decision makers informed of investment trends and the impact of industrial strategies. Overall, manufacturing capacity for these technologies is expanding … [Read more...]
Financing Renewable Hydrogen globally: ramp up to 2030 only needs $150bn/year
Dolf Gielen, Priyank Lathwal and Silvia Carolina Lopez Rocha at the World Bank present a thorough review of the pathway to financing global clean renewable hydrogen over the coming decades. The wind and solar that powers production will continue to get cheaper, and so will electrolyser costs as they scale up. Nevertheless, the total financing will still be considerable. World Bank analysis shows around $30tn between now and 2050 will be needed … [Read more...]
‘Green Deal Industrial Plan’ explainer: 40%+ of the top low-carbon technologies must be made in the EU by 2030
The EC’s new series of proposed targets and reforms, contained in its Green Deal Industrial Plan, aim to ensure that at least 40% of the EU’s low-carbon technologies will be made within its borders by 2030. The eight “strategic net-zero technologies” are: Solar (power and thermal); Onshore and offshore wind; Batteries and energy storage; Heat pumps and geothermal; Electrolysers and fuel cells; Sustainable biogas/biomethane; CCS; Grid … [Read more...]
Green Hydrogen’s 6,000-fold scale-up by 2050 must far exceed Wind and Solar’s. Is it possible?
To scale “green” hydrogen to make its contribution to limiting warming to 1.5C, electrolyser capacity needs to grow 6,000-fold by 2050 from today’s levels of 600MW, according to the IEA’s Net-Zero emissions by 2050 scenario. Adrian Odenweller and Falko Ueckerdt at the Potsdam Institute for Climate Impact Research, writing for Carbon Brief, summarise their study that concludes even if electrolyser capacity grows as quickly as wind and solar, it is … [Read more...]
Investing in Hydrogen: is there a “first mover advantage”?
Is there a “first mover advantage” – or not - for an investor in the new hydrogen economy? Michiel Korthals Altes offers a series of “tests” of investment decisions based on the following criteria: economics, climate efficiency, system optimum, price stability, regulation, technology, now and in the future. He concludes that until the sector reaches maturity, conversion inefficiencies make the production of hydrogen a poor choice for most … [Read more...]
Green Hydrogen is ready to scale this decade
### Today’s article flags up a fascinating panel discussion on the book “Touching Hydrogen Future”, as part of the European Hydrogen Week taking place from 24-28 October 2022. This webinar, on Friday Oct 28 at 10:00 CEST, will be blue-sky thinking about the future of the hydrogen economy. Global in scope, it will dive into how a hydrogen-powered future might look in the Netherlands, Sweden, Ukraine, Romania and Morocco. REGISTER HERE ### Can … [Read more...]
Germany’s electrification ambitions: TSOs scenario for 91% Renewables by 2045
The German TSOs submitted in January scenarios for their grid to 2037, making projections for increasing electrification. In addition, and for the first time, they included an ambitious and long term scenario to 2045. By pure chance, the Russian invasion of Ukraine and Germany’s response – to consider a reduction in its serious dependence on Russian energy imports – should make eyes turn sharply towards that 2045 scenario. Simon Göss at cr.hub, … [Read more...]
Our Hydrogen future: 27 authors imagine the world in 2030-2050
Here’s something very different for our readers today, and an opportunity for you to register for our Webinar and Q&A on Wednesday Feb 16th at 09:00 CET (register here). It’s to mark the book launch of “Touching Hydrogen Future”, where 27 energy experts from around the world have written a chapter each. They are fictional accounts of what our world could like in the near future. The countries covered are the Netherlands (2029), Denmark … [Read more...]
How much Hydrogen will the German Gas Network have?
What will be the scale and design of Germany’s hydrogen roll-out? Different scenarios are coming to wildly different conclusions. Simon Göss at cr.hub, writing for Energy Brainpool, looks at several, including the dena-TM95 scenario of the German transmission system operators for gas (FNB Gas) where gas consumption rises, and the NECP-KSP 87.5 scenario of the German Ministry for Economic Affairs where gas consumption falls. The possible hydrogen … [Read more...]
Don’t commit to Hydrogen pipelines yet? Trucks can do the same job more flexibly
Could trucks be a better way to transport (and even store) hydrogen than pipelines? Yes, says a research team led by the MIT Energy Initiative (MITEI), mainly because of the flexibility they offer particularly in the early stages of the hydrogen roll-out. Kathryn O'Neill at MIT explains the findings. A pipeline can take 10 years to build, during which time the locations where the supply and demand must be met are likely to have moved, given the … [Read more...]
German Hydrogen scenarios: 271 TWh of Green Hydrogen by 2040?
Germany is putting in place plans and legislation to launch its green hydrogen economy. Sila Akat and Simon Göss at Energy Brainpool look at the laws and regulations, existing and expected soon, that are driving this game-changing ambition. They have also created five scenarios (two are explained in detail here) for production, based on those plans. The reference “Stated Policies” scenario predicts an increase of electrolyser capacity to 5 GW by … [Read more...]
Germany’s plans to be a Hydrogen leader: producer, consumer, solutions provider
Germany is getting in early on the proposed hydrogen economy as a producer, consumer and with intentions to be the leading international supplier of hydrogen technologies. Simon Göss at Energy Brainpool runs through the main drivers for hydrogen before summarising the German strategy. The German 2030 target is to have electrolyser capacity of 5GW installed to produce 14TWh of green hydrogen, providing 15% of the hydrogen consumed in Germany by … [Read more...]
Green Hydrogen: reducing the cost needs scaling up of electrolyser plants
More and more nations are committing to the promise of hydrogen. That promise cannot be kept unless costs come down. A report from IRENA, ”Green Hydrogen Cost Reduction: Scaling up Electrolysers to Meet the 1.5⁰C Climate Goal“, breaks down what needs to be done. Two of its authors, Herib Blanco and Emanuele Taibi, summarise the study and point at the more than 20 countries (and companies like Thyssenkrupp, NEL and ITM) committing to doing it. The … [Read more...]
HYBRIT project: Sweden goes for zero-carbon steel
Europe’s largest iron ore producer, LKAB of Sweden, plans to invest almost €40bn over the next two decades in emissions-free steel production. LKAB, along with Vattenfall and SSAB, are behind the HYBRIT project which intends to grow, fossil-free, Sweden’s steel industry. They will use hydrogen instead of coal as the “reducing agent” to remove the oxygen from the iron ore. Thomas Koch Blank at RMI runs through their strategy and the implications … [Read more...]
Decarbonising end-use sectors: buildings, transport, industry. Which strategies are best?
The rapid pace of change in the energy sector is a positive sign for the transition. But the disruption it causes creates another big problem. It makes it harder to predict what will happen next. That makes strategies and pathways harder to design, and increases the risk of stranded assets. To try to come to grips with that future, Sean Ratka, Paul Durrant and Francisco Boshell summarise the findings of IRENA's 4-day “Innovation Week” held last … [Read more...]