clean hydrogen
12 statements across 7 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Mar 29, 2022 by Sheldon Kimber · across every show →
Everything said about clean hydrogen, oldest first
Mar 29, 2022 bullish
Mar 8, 2023 bullish
May 1, 2023 bullish
Shah: US has $46B in announced clean hydrogen capital allocation
“So on hydrogen We're probably at around forty six billion dollars worth of capital allocation for hydrogen projects that have already been announced, and we're on track to doing about ten million tons of hydrogen production, clean hydrogen production, by the e…”
May 17, 2023 neutral
Aug 3, 2023 neutral
EU hydrogen import demand will set global production standards
“Because the EU is looking to become the largest importer of clean hydrogen globally that means that their rules really, really affect hydrogen production elsewhere, particularly for markets looking to export hydrogen to Europe and basically set a global standa…”
Aug 3, 2023
NextEra Energy Advocates Phasing In Clean Hydrogen Grid Rules Over Time
“And then there's a bunch of companies in the middle of this debate which want some rules on clean hydrogen production from the grid, like NextEra Energy in the US, but are arguing for a phase in of these requirements over time.”
Aug 3, 2023 neutral
Aug 3, 2023
Aug 3, 2023 negative
Unregulated grid-powered hydrogen would add 200 million metric tons of CO2
“The worst case is really that there's really no requirements for hydrogen production from grid electricity, which means, in the end, you end up creating more emissions than what fossil hydrogen production is already creating today. So let's say the U.S. Actual…”
Aug 3, 2023
Air Products backs strict hydrogen rules while Plug Power opposes them
“Companies were really interested in producing large volumes of clean hydrogen, like air products, and manufacturers of electrolyzers like electric hydrogen have come out in favor of very stringent standards on, on hydrogen production. Whereas others, like Plug…”
Oct 26, 2023 positive
Dec 22, 2023 bearish
St. John: Clean hydrogen lacks the infrastructure and economics for end-user adoption
“Governments, the United States, the European Union, South Korea, Japan, others, are incentivizing hydrogen production for these purposes And making goals that are kind of astounding in their scope for gigawatts, tens of gigawatts of hydrogen production, and ye…”