Clean hydrogen consultant Gnevamir Fleece discusses whether Europe should produce hydrogen domestically or import derivatives like ammonia, methanol, and hot-briquetted iron.
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“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 it makes sense to import finished products rather than hydrogen.”
quote is from the automated transcript, cleaned for reading:
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More from Gnevamir Fleece
PredictionNot 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 …”
Gnevamir FleeceOct 20, 2022▶ 17:08What’s holding up hydrogen in Europe?
PredictionNot 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.”
Gnevamir FleeceOct 20, 2022▶ 28:25What’s holding up hydrogen in Europe?
AssertionSupported
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…”
Gnevamir FleeceOct 20, 2022▶ 16:21What’s holding up hydrogen in Europe?
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.”
Gnevamir FleeceOct 20, 2022▶ 19:06What’s holding up hydrogen in Europe?
AssertionSupported
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…”
Gnevamir FleeceOct 20, 2022▶ 8:22What’s holding up hydrogen in Europe?
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.”
Gnevamir FleeceOct 20, 2022▶ 22:45What’s holding up hydrogen in Europe?
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