Roland Berger’s Post

Using #hydrogen as a low-carbon fuel is gaining momentum as successful innovation, industry interest, and federal investment align. Watch our on-demand webinar to learn about the current landscape and industry applications, straight from the experts: https://ow.ly/wvyL50QQoI0

The #hydrogen picture from the final quarter of 2023 is somewhat mixed. While Q4 delivered record growth in announced production capacity around the world, with #greenhydrogen dominating, and a raft of new policies lending weight to many countries’ ambitions, this news should be interpreted with caution. So, what does this mean as we look into this year and beyond? Read our latest insight to find out more: https://bit.ly/42L0z5G

The #hydrogen picture from the final quarter of 2023 is somewhat mixed. While Q4 delivered record growth in announced production capacity around the world, with #greenhydrogen dominating, and a raft of new policies lending weight to many countries’ ambitions, this news should be interpreted with caution. So, what does this mean as we look into this year and beyond? Read our latest insight to find out more: https://bit.ly/42L0z5G

I had a lot of fun moderating a panel on what could have otherwise been a downbeat topic: “Executing #hydrogen projects in turbulent times” The credit goes to the wonderful speakers who brought their own unique insights: Alicia Eastman (InterContinental Energy and Everything About Hydrogen) Gabriel de Laval (Crédit Agricole CIB) Satu Sipola (Fortum) Key takeaways: The perceived slow pace of FID is understandable, given the complexity of the projects and slow pace of regulatory development. Inflationary pressures have negativelly impacted projects and raised LCOH, but conditions are expected to improve. Hydrogen investments are incentivising institutional changes in investors’ organisational structure, breaking down silos between units. The rulebook on bankability of hydrogen projects is being written. The price difference between hydrogen-based fuels is not a "green premium" it is a result of the fact that fossil fuels don’t fully pay their externalities and receive too many subsidies. Well done #reuters on a successful event on Hydrogen. Thank you Vlad Ionete and Elijah Cho for the invitation to moderate.

McPhy, specializing in low-carbon #hydrogen production, will transfer its share listing from Euronext Paris to Euronext Growth Paris on August 9, 2024. Financial agenda updated-- https://shorturl.at/zXBVm #HydrogenNow #H2 #Decarbonise #ZeroEmissions #HydrogenEconomy

Thank you Alexandru Floristean and fellow panelist for interesting discussion. And thank you Reuters Events for bringing all the people together and allowing all the inspiring discussions! As many time mentioned small can be beautiful. There are already areas where customer willingness to pay is there and off-take can be arranged. This can already make small-scale projects viable, allowing incremental scale-up. For large projects there is still more work to bring all the necessary incredients of success together. Location is driving the availability of necessary feedstocks like clean renewable (also baseload) electricity, water, biogenic CO2 or high quality iron ore. In Nordics we have these incredients well in place. These are driving the investment decisions already made and we can expect to see more of those in future.

The #hydrogen picture from the final quarter of 2023 is somewhat mixed. While Q4 delivered record growth in announced production capacity around the world, with #greenhydrogen dominating, and a raft of new policies lending weight to many countries’ ambitions, this news should be interpreted with caution. So, what does this mean as we look into 2024? Read our latest insight to find out more: https://okt.to/0o4ClZ

The #hydrogen picture from the final quarter of 2023 is somewhat mixed. While Q4 delivered record growth in announced production capacity around the world, with #greenhydrogen dominating, and a raft of new policies lending weight to many countries’ ambitions, this news should be interpreted with caution. So, what does this mean as we look into 2024? Read our latest insight to find out more: https://okt.to/1vketG

The #hydrogen picture from the final quarter of 2023 is somewhat mixed. While Q4 delivered record growth in announced production capacity around the world, with #greenhydrogen dominating, and a raft of new policies lending weight to many countries’ ambitions, this news should be interpreted with caution. So, what does this mean as we look into 2024? Read our latest insight to find out more: https://okt.to/H7vSUI

Carbon removals are the hot new thing, but do you know your BECCS from your DAC? Your OCDR from your ERW? In the afternoon of day one at Carbon Forward North America, Andy Lam from MaRS Discovery District will lead a panel of some of the pioneers of these exciting technologies and hear about the challenges and opportunities they're facing. The panel will explore questions including: What does long-term demand look like, both from voluntary and compliance markets? How fast and how far can costs drop? What role can CCUS play, and could this industry be a target for regulation? Join Luke Connell from CarbonRun, Björn De Groote from CO280, Lucy Hargreaves from Patch, and Jim Mann from UNDO to discuss these topics and your questions. There's still a chance to get 10% off your ticket if you register before 1 June. View the full agenda and sign up to join us here: https://lnkd.in/eHubai6g #carbonforward #carbonremovals #emissions #carbonmarkets Carbon Pulse | Redshaw Advisors Ltd