Prediction Not checkable as stated
Fleece: Relaxing hydrogen correlation rules will increase gas burning and insecurity
“In fact, if you have super relaxed rules, which you would base purely on renewable energy credits, or maybe guarantees of origin with no form of additionality whatsoever, you would actually Increase energy insecurity, because you'd be burning more gas than if …”
Prediction Not checkable as stated
Fleece: Cheaper renewables abroad will drive industrial production out of Europe
“So I think we will, in the end, see some industrial shift out of Europe, just because it'll be, some countries have natural competitive advantage in, in, in access to cheaper renewable resources, and thereby,
Making their hydrogen production costs lower.
and …”
Prediction Not checkable as stated
Fleece: Imported ammonia will be used directly rather than cracked to hydrogen
“I think, at the end of the day, what's going to happen is that ammonia is going to be sold into international markets for, as ammonia.”
Assertion Supported
Fleece: Hourly versus yearly temporal correlation shifts hydrogen costs by 10 percent
“The difference between Even yearly and hourly temporal correlation, the difference in, in the levelized cost of hydrogen and how that impacts the price of hydrogen is not that much. There has been recently, very recently in September, an excellent paper from t…”
Opinion
Fleece: Mandating both additionality and temporal correlation is overly stringent
“I think temporal correlation, in terms of absolute emissions abatement, I think temporal correlation or additionality or good principles, both together you know, that's a little bit, that is quite a bit stringent.”
Assertion Supported
Fleece: Regulatory delays stalled announced European hydrogen projects before final investment decisions
“The issue was that everybody was waiting for that regulation. So everybody was waiting for the decarbonized gas package and the hydrogen package, as well as the delegated act, which specified these renewable rules. So lots of projects announced, very little pr…”
Insight
Fleece: One day of local storage makes green hydrogen projects viable
“I think hydrogen storage, local hydrogen storage, not necessarily huge salt caverns, but, you know, a day's buffer worth will be enough to make some of these export projects or many projects actually fly.”
Assertion Supported
Fleece: Around 80% of hydrogen transport projects use ammonia
“Frankly, most of these projects, I think something like 80% use ammonia as a hydrogen carrier”
Assertion Not checkable as stated
Fleece: Electricity accounts for 75 percent of levelized hydrogen production costs
“Actually 75% of your levelized cost is down to your electricity cost and natural capex.”
Assertion Supported
Fleece: The Dutch are actively building blue hydrogen projects
“Blue hydrogen has, we don't talk about it as much, but it is still part of the discussions, and it is still part of the projects, and for example, the Dutch are still building it.”
Assertion Supported
Fleece: Liquefied hydrogen is already transported between Australia and Japan
“Actually liquefied hydrogen is already being transported between Australia and Japan.”
Assertion Supported
Fleece: Sunfire reached 84% LHV efficiency at Salzgitter steel plant
“We've just seen Sunfire say that they've reached 84% lower heating value efficiency by integrating their solid oxide electrolyzer at the Salzgitter Salzgitter clean steel plant.”
