Tag: Carbon Pricing
The System Case Against Hydrogen for Grid Storage
Every time hydrogen is critiqued as an energy carrier for the power sector, the same question reappears. If not hydrogen, where does long duration storage come from? I received it related to my recent critique of Germany’s attempt to force the EU to double green hydrogen and synthetic fuel quotes … [continued]
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Hybrid Electric Ships and the Alcohol Fuel Convergence
In recent weeks I have published on the end game economics of maritime fuels, why decarbonizing maritime shipping won’t be inflationary, and why most battery electric shipping studies were already obsolete. Those pieces generated a steady stream of questions that were more specific than the original arguments, as well as … [continued]
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Grey, Blue, or Green: The Real Ammonia Math
Equinor’s decision to halt its blue hydrogen project in Groningen is not a story about engineering failure or lack of public support. It is a story about the absence of customers. The H2M project secured support from the EU Innovation Fund and was positioned as a cornerstone of industrial decarbonization … [continued]
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Taxing Fossil Fuel Profits
A fair and effective tool for Europe’s energy transition Fossil fuels still account for around 70% of the EU’s energy consumption, leaving it heavily dependent on imports and exposed to price shocks. In 2024 alone, the EU spent more than €375 billion on fossil fuel imports, while fossil fuel companies made €180 billion … [continued]
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Germany’s Bid To Double Hydrogen Fuel Targets Ignores Operator Demand And Cost Signals
The German Bundesrat’s recent plea to Brussels to double green hydrogen-base fuel quotas is less a bid to accelerate decarbonization than a request to manufacture demand for an infrastructure program that never made economic sense and had weak demand signals from the start. The upper chamber’s proposal to increase mandated … [continued]
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