The Ledger
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Sussman warns refining industry may lock into blue hydrogen permanently
“It's really scary to me to think that the whole refining industry, which is one of the two largest users of gray hydrogen today, and is a prime candidate for switching to green, could go permanently in the direction of blue now, Sussman said.”
Munster: Many Hydrogen Projects Past FID Will Cancel Under 45V
“I would expect that a significant number of projects that have hit FID are no longer going to move forward, he said. They're looking at redesigning their system, downscaling their system, or canceling the project entirely.”
Munster: Foreign Electrolyzers Will Reach Half the Cost of Western Units
“At some point, those foreign electrolyzers are going to cost, installed, half the price that ours do, because we're not moving down the cost curve while they are.”
Munster: 45V additionality rules effectively exclude hydro and nuclear
“That essentially removes hydro and nuclear power from the running, Munster said.”
Munster: US green hydrogen ecosystem will not arrive before 2030
“We're not going to be there until twenty-thirty at least. And it's questionable we'll ever get there with the trajectory we're on now.”
Sussman estimates hourly matching will raise Nueces hydrogen costs by 20%
“Sussman estimates the price increase for the Nuesa's project with hourly matching to be at least 20%.”
BNEF: Only 9% of 2030 Planned Clean Hydrogen Has Offtake Agreements
“According to data from Bloomberg NEF, only around nine percent of low-carbon hydrogen expected to be online by twenty-thirty has an off-take agreement. Of those agreements, only 23% are binding.”
BNEF: Most Electrolyzers Lack Proven Capability for Hourly Matching
“Most electrolyzers on the market haven't proven that they can deal with the fluctuations needed for hourly matching, explained BNEF, hydrogen analyst, Pyle Core.”
Munster: Cost-effective renewable hydrogen requires 24/7 facility operations
“There are very few cases in which you can produce hydrogen that's renewable and make it cost-effective for reliable delivery without having twenty-four-seven operations.”
Novo Hydrogen: 45V credit will halve green hydrogen production costs
“For a twenty-year project, Novo estimates that the 45 V tax credit will reduce the end cost of green hydrogen by two dollars and 50 cents per kilogram, cutting it roughly in half.”
Pro-guidance hydrogen coalition claims 50 GW US electrolyzer pipeline
“The signatories have a pipeline of more than 50 gigawatts of electrolyzer projects in the U.S., they said, which is ample volume to achieve electrolyzer cost reductions, spur investment, and ensure cost competitiveness.”
EU clean hydrogen regulations delay hourly matching requirements until 2030
“The 45 V guidelines are potentially more strict than the parallel guidance in the European Union, which allows for some grandfathering, requires monthly matching through twenty-twenty-nine, and doesn't move to hourly matching until twenty-thirty.”
Refiners Target 10% to 25% Returns on Capital Projects
“Most refining companies are looking for a 10 to 25% return on capital projects, and there aren't many incentives for them to make the extra investment for the higher-priced green hydrogen.”
Jenkins: LDES Council membership will soon peak as battery startups consolidate
“I spoke with Julia Sauter, she's the CEO of the Long Duration Energy Storage Council, and she said that she's just anticipating that their number of members will peak shortly, because right now they have Many, many members, but she anticipates that as the indu…”
Only three of nine REC systems can track hourly data
“According to 20 23 data from the Center for Resource Solutions, only three out of nine tracking systems currently have the ability to track hourly data.”