European market

4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jan 12, 2023 by Anne-Sophie Corbeau · across every show →

Everything said about European market, oldest first

Jan 12, 2023
Insight
The European gas market acts as the global swing balancing mechanism
“What is really very important to understand about the European market is that this is basically the supply adjustment for the global gas market. So if you have a very tight market, then the LNG is going to go away from Europe.”
Anne-Sophie Corbeau Jan 12, 2023 ▶ 7:58 Natural gas whiplash
Nov 30, 2023 neutral
Assertion Supported
Woolley: European EV charging uses roaming aggregators unlike standalone US networks
“There are what we call roaming aggregators within the European market. So there's companies like Hubject and Jurev that allow for platforms on the other side to interface with a variety of different charging infrastructure networks and provide a single seamles…”
Nick Woolley Nov 30, 2023 ▶ 7:24 EV charging on both sides of the pond
Nov 13, 2025 neutral
Assertion Supported
Chinese electrolyzer systems in Europe cost just over $1,500/kW installed
“We see integrators building or promising to build using Chinese equipment systems in the European market at a total installed cost, you know, right around maybe a little north of 1500 dollars a kilowatt.”
Rafi Garabedian Nov 13, 2025 ▶ 27:07 Driving down the cost of green hydrogen
Nov 13, 2025 bullish
Disclosure
Garabedian: Electric Hydrogen prices European plants just over $1,000/kW installed
“So, we're pricing in the European market today with a total installed cost just north of a thousand dollars a kilowatt. Inclusive of EPC. That's everything from the substation, the civil works, all of our equipment, the installation and commissioning.”
Rafi Garabedian Nov 13, 2025 ▶ 24:24 Driving down the cost of green hydrogen
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