Hydrogen Intelligence - H2lligence

We would like to congratulate our Founder & CEO Mr. Osama Fawzy Georgy HENEIN, MBA for being appointed as the Member of the Advisory Board of Mediterranean Hydrogen Alliance

A report by Clean Air Task Force on Green Hydrogen for Decarbonization Oct. 2024 The enthusiasm for #greenhydrogen is primarily driven by climate concerns, rather than by energy security considerations. In addition, the unprecedented scaleup of #renewableenergy production and a rapid decline in costs for #windpower and #solarpower have given new life to the concept of producing #hydrogen from #renewableelectricity. The paper outlines a practical framework for leveraging #renewablehydrogen as an effective climate solution, while recognizing the current challenges in hydrogen production for #decarbonization. By adopting this perspective, engineers, planners, and policymakers can more effectively pinpoint high-potential, cost-efficient applications for #cleanhydrogen Osama Fawzy Georgy HENEIN, MBA

A new report from Oxford Institute for Energy Studies discusses #eammonia production for #marine applications. Key points: 💠 In the global push for sustainability, the shipping industry a backbone of international trade is under pressure to chart a new course. Currently responsible for around 3% of worldwide #CO₂ #emissions, #shipping is at a crossroads, with policymakers and industry leaders seeking fuel solutions. 💠 Recent studies from International Renewable Energy Agency (IRENA) and the International Energy Agency (IEA) spotlight green ammonia’s potential to lead the shift: by 2050, it could power over 40% of the sector in a 1.5°C net-zero scenario. Yet, this transition isn’t without challenges. From high production costs to the question of industry readiness, achieving widespread adoption will require global collaboration, significant investment, and strong policy support. 💠 Currently, green ammonia production is cost-intensive, largely due to limited hydrogen production capacity and the low Technology Readiness Level (TRL) of green ammonia in the shipping sector. The gap between production costs and the industry’s willingness to pay remains a critical barrier to establishing a green ammonia economy. Addressing this will require scaling production, fostering technological innovation, and leveraging advantages offered by regions with affordable renewable energy sources. 💠 Green ammonia’s success relies on strong policy support. Incentives like carbon penalties and regulatory frameworks (e.g., the EU’s FuelEU Maritime regulation) are crucial to making it cost-competitive with traditional fuels. The U.S. Inflation Reduction Act further underscores this by providing incentives that could lower green ammonia costs and accelerate its adoption. 💠 By 2050, green ammonia production costs are expected to decrease, particularly in renewable energy-rich regions. 💠 No single fuel will fully #decarbonize the sector. A flexible, multi-fuel strategy incorporating #greenammonia, #greenmethanol, and #biofuels will be crucial to meeting the maritime industry’s future energy demands and regulatory goals. 💠 #Greenammonia holds potential for cutting emissions in shipping, but realizing this promise will require strategic collaboration, bold policy frameworks, and dedicated investments to bridge current economic and technological gaps. Osama Fawzy Georgy HENEIN, MBA

Asahi Kasei has signed an MOU with the Italian De Nora leader in sustainable technologies, and a manufacturer of electrolyzer cells, small scale electrolyzers, and other components for the production of #greenhydrogen through water electrolysis. The MOU concerns the joint development, study, evaluation, and sale of small-scale pressurized #alkaline water #electrolyzers #aem De Nora possesses technical expertise and knowledge in high-performance electrode catalysts for the electrochemical field, and is a leading company in the development, manufacture, and sale of electrodes and electrolyzers for several industrial electrochemical processes. This MOU was signed with the aim of leveraging the long-standing experience and know-how of both companies in the #chloralkali #electrolysis field to establish a close cooperation framework for development, production, and sales/support in the water electrolysis field. Paolo Dellachà of De Nora and Kenji Takeda of Asahi Kasei signed the MOU Demand for green hydrogen produced by water electrolysis as a clean energy alternative to fossil fuels is growing. According to the Hydrogen Council, the global installed capacity of water electrolyzers is forecasted to expand rapidly to a cumulative total of approximately 300 GW by 2030. To meet this growing demand for smaller hydrogen production systems, Asahi Kasei has now entered into a collaboration with De Nora, covering technical support, sales, operation, and after-sales service for small-scale containerized electrolyzers in the range of 1 to 7.5 MW. By doing so, Asahi Kasei expands its portfolio into the range of small-scale containerized pressurized electrolyzers, covering the emerging diversified needs of customers across the entire hydrogen market. Asahi Kasei’s alkaline-water electrolysis business is based on nearly 5 decades of experience of construction, supply, and long-term operation of chlor-alkali electrolyzers worldwide. This enables the company to provide support to customers who lack adequate experience in electrolysis technology. Asahi Kasei entered the partnership with De Nora in anticipation of synergies with De Nora’s knowledge of electrodes for electrolysis and small sized pressurised electrolyzers for hydrogen production. This collaboration is another important cornerstone of Asahi Kasei’s holistic business model to become a one-stop solution provider in the field of electrolysis. This model comprises technological development capabilities for membranes, electrodes, electrolytic cells, and other components involved in the electrolysis process. Going beyond mere technical expertise, it also includes supply chain construction, as well as operation technology and know-how to achieve large-scale production, monitoring technology to ensure long-term plant operability and reliability, as well as maintenance and support systems. Osama Fawzy Georgy HENEIN, MBA

Project SkyPower issued the Report on Accelerating the take-off of E-SAF for in Europe Oct 2024 The report highlights a critical window of opportunity - less than two years to get the first large-scale e-SAF projects to final investment decision to meet critical regulatory targets by 2030 🌍✈️ 𝟭𝟯 𝗖𝗘𝗢𝘀 𝗮𝗻𝗱 𝟰𝟬+ 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗮𝗰𝗿𝗼𝘀𝘀 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗰𝗵𝗮𝗶𝗻 𝗵𝗮𝘃𝗲 𝗰𝗼𝗺𝗲 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝗶𝗻 𝗽𝘂𝗿𝘀𝘂𝗶𝘁 𝗼𝗳 𝗮 𝘀𝗵𝗮𝗿𝗲𝗱 𝗴𝗼𝗮𝗹 - 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 #𝗲𝗦𝗔𝗙, 𝗮 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝘁𝗼 𝗿𝗲𝗱𝘂𝗰𝗲 𝗲𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗮𝘃𝗶𝗮𝘁𝗶𝗼𝗻 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆. With #Europe being home to two-thirds of the global #eSAF project pipeline, and with decades of experience in the #chemicals and #fuel sectors under our belt, we have a unique opportunity to lead the scale-up of this critical technology. But urgent action is needed to meet 2030 regulatory mandates and set the industry on track towards critical climate targets by 2050. The new report highlights: 🌍 𝗧𝗵𝗲 𝗲-𝗦𝗔𝗙 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗳𝗼𝗿 𝗘𝘂𝗿𝗼𝗽𝗲, building on decades of expertise in the chemicals and fuels sectors. Europe is positioned to become a technology leader for e-SAF, unlocking a EUR 80+ billion market in Europe by 2050. 💸 𝗧𝗵𝗲 𝗻𝗲𝗲𝗱 𝗳𝗼𝗿 𝗘𝗨𝗥 𝟭𝟱-𝟮𝟱 𝗯𝗻 𝗼𝗳 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝘆 𝟮𝟬𝟯𝟬. Project SkyPower’s economic modelling highlights the investment needs in order to meet regulatory targets in both the EU and UK by 2030, as well as the annual cost gap of EUR 3-5 bn that needs to be bridged, given that e-SAF production is expected to cost 5-8x the price of fossil jet fuel, plus the carbon price of the ETS. 📋𝗔 𝟭𝟬 𝗽𝗼𝗶𝗻𝘁 𝗮𝗰𝘁𝗶𝗼𝗻 𝗽𝗹𝗮𝗻 𝘁𝗼 𝗴𝗲𝘁 𝗳𝗶𝗿𝘀𝘁 𝗲-𝗦𝗔𝗙 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝘁𝗼 𝗙𝗶𝗻𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗯𝘆 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝟮𝟬𝟮𝟱, centred around four key priorities: ensuring regulatory certainty of mandates, establishing adequate public funding, securing long-term offtake agreements and mitigating first-of-a-kind project risk. This philanthropically funded initiative is led by CEOs from airlines and airports (Air France-KLM, easyJet, Private Jet Services Victor and Copenhagen Airports A/S), supply-side companies and #eSAF producers (Arcadia eFuels, Velocys, Topsoe, SkyNRG and Technip Energies) and financial institutions (ING, Natixis Corporate & Investment Banking, Rockton and KGAL GmbH & Co. KG (KGAL) The Secretariat of Project SkyPower is led by Systemiq Ltd., Green Finance Institute, and the Mission Possible Partnership. Osama Fawzy Georgy HENEIN, MBA

Climate Policy Initiative published a report titled "Understanding Global Concessional Climate Finance 2024" 2-5 trillion USD are required annually to meet the global net zero goals. How are we faring globally in mobilising this? How do we lower the risk of financing and decrease the cost of finance for emerging markets? - Climate Policy Initiative notes that in 2023, concessional finance was only 11% of total climate finance with the rest focusing on market-rate debt and equity instruments. Key findings: - Concessional capital—finance offered at more favorable terms than the market—must increase by at least fivefold by 2030 to achieve the Paris goals. - International concessional climate finance increased by 50% from 2019 reaching USD 81 billion in 2022. - Most international concessional climate finance was provided by bilateral development finance institutions (DFIs) (33%), followed by multilateral DFIs (30%), and direct project-level international funding from governments and their agencies (26%). - About 360 institutions provided international concessional finance for climate action between 2019 and 2022 with about 10 institutions providing 70% of concessional finance. - Over time, the share of loans and grants remained fairly similar with concessional loans accounting on average for 57% and grants for 43% between 2019 to 2022. - Least-developed countries (LDCs) received approximately 33% of total international concessional climate finance and the rest of the EMDEs (excluding China) received a further 60% of these flows. - Almost 42% of international concessional climate finance targeted climate mitigation activities between 2019 and 2022, adaptation and resilience efforts received 36% of concessional climate finance, and activities with dual objectives received the remaining 22% - Approximately 37% of international concessional finance supported the direct infrastructure costs in the transport, energy systems, and water and wastewater sectors - Given the scarcity of concessional climate finance, both internationally and domestically, international cooperation is required to scale these flows within a more coherent climate finance architecture. Osama Fawzy Georgy HENEIN, MBA

The International Monetary Fund (IMF), Organization for Economic Co-operation and Development OECD - OCDE, UN Trade and Development (UNCTAD), The World Bank, and World Trade Organization) released the report, "Working Together for Better Climate Action: Carbon Pricing, Policy Spillovers, and Global Climate Goals" Oct. 2024 Carbon pricing is rapidly emerging as the "go to" solution to accelerating climate action. - It outlines pathways for coordinated approaches on climate action, carbon pricing and the cross-border effects of climate change mitigation policies, with a view to achieving global climate goals. Highlights: - Explicit carbon pricing policies are on the rise since 2010 and currently, 75 carbon taxes and Emission Trading Schemes (ETS) are in operation worldwide, covering approximately 24 percent of global emissions. - Carbon prices can measure average or marginal prices and can consider explicit carbon pricing or also implicit (e.g. fuel excise taxes and fossil fuel consumption subsidies) pricing. - International coordination can help to maximize positive spillovers and limit negative cross-border impacts of climate and climate-related policies - To close the transparency gap, countries could agree on enhanced reporting and transparency of their policy and economic environment related to climate change mitigation - There is a further need for more granular and better data on embedded carbon prices and embedded emissions, the design of border adjustment policies and their interoperability Osama Fawzy Georgy HENEIN, MBA

Dr. Lars Schernikau with his unpopular opinions and insights has commented on the latest report of the International Energy Agency (IEA): "Coal consumption in 2030 is now estimated 6% higher than only a year ago" Coal = "record consumption and stronger-than-expected demand in the future"

The International Renewable Energy Agency (IRENA) has published the report on Decentralized Solar PV Gender Perspective Oct. 2024 Decentralised renewable energy, particularly #solar #PV, can provide much-needed access to clean, reliable and affordable energy for remote and hard-to-electrify communities, and can also significantly boost employment opportunities in these areas. In 2023, more than 300 000 people were estimated to be directly employed in the decentralised solar PV sector across Ethiopia, India, Kenya, Nigeria and Uganda. However, these opportunities do not appear to be equally accessible to all. Women made up only a small portion of this workforce and face numerous barriers to engagement, including societal constraints, issues of self-perception, lack of opportunities for education and training, employer and customer biases, pay gaps, safety and mobility concerns, and a lack of workplace flexibility. This report identifies these challenges and proposes solutions to harness the vast, transformative potential of women in the decentralized #renewableenergy sector. It offers a pathway to improving female inclusion in the sector by mainstreaming targeted policies and programs that provide women with access to training, education, employment and entrepreneurial opportunities; and creating a positive enabling environment for women, including through outreach programs and greater job flexibility. Osama Fawzy Georgy HENEIN, MBA

The world seeks hydrogen, but America has found something better: Rocks with white, infinite energy America has found something better, it is not just merely hydrogen, but it is called, White Hydrogen. Different from the grey or green elements, white hydrogen is found underneath rocks and is produced naturally and reports state that it has the potential to have limitless energy. It is like a natural miracle, without the need for production costs emerging from the depths of the Earth. White Hydrogen: A sustainable power source that is hidden White hydrogen, sometimes known as “natural,” “gold,” or “geologic” hydrogen, is created or found naturally in the Earth’s crust and has emerged as a sort of climate holy grail. For a while now the resources have been ignored and the main focus has always been on synthetic hydrogen generation, which depends on natural gas reforming or water electrolysis. However, white hydrogen has the benefit of being readily extracted and naturally occurring, which lowers energy expenditures and has a smaller environmental impact. The finding of significant reserves in several regions of the United States has sparked hope for a clean and abundant energy future. Just like other natural resources like wind, white hydrogen is readily available and does not release carbon emissions. It is an eco-friendly alternative. According to Paddison, CNN (2023), since burning hydrogen only creates water, it is a very appealing clean energy source for sectors like steel, shipping, and aviation that require so much energy that it is nearly difficult to fulfil with renewables like solar and wind. Despite being the most prevalent element in the universe, hydrogen is typically found in combination with other molecules. It is better than hydrogen: Limitless energy from rocks Over the past few years, interest in white hydrogen an untapped, potentially plentiful source of clean-burning energy has grown. According to some researchers, they have been searching in the wrong places. White hydrogen is a big deal. This America’s new discovery promises to be better than the traditional and common hydrogen we know of. White hydrogen can meet global demands without hurting the Earth. Geochemist Irene Ellis, who has been a petroleum geochemist since the 1980s, finds the new findings interesting. He saw how the US shale gas industry expanded quickly, transforming the energy market. Moretti Isabelle, a white hydrogen specialist and scientific researcher at the University of Pau and Adour Countries and the Sorbonne Université concurred that white hydrogen is “very promising” White hydrogen, however, is a sign of a more optimistic energy future. Its natural production and abundance could aid nations worldwide in moving away from dangerous carbon-based energy sources. Humanity could finally realize its ideal of clean, renewable, and limitless energy by drawing on the Earth’s buried stores. Osama Fawzy Georgy HENEIN, MBA