Adi Bhashyam
@abhash.bsky.social
Head of Europe Research at BloombergNEF (@bloomberg.com). All views are my own.
🇦🇹🇮🇳 based in 🇬🇧
🇦🇹🇮🇳 based in 🇬🇧
Pinned
Adi Bhashyam
@abhash.bsky.social
· Dec 5
If you are interested in spicy takes on the energy transition directly from the BloombergNEF analysts who write the research, give this starter pack (made by @solarchase.bsky.social ) a follow:
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#energysky 🔌💡
go.bsky.app/SRQaZno
#energysky 🔌💡
Reposted by Adi Bhashyam
There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from.
Gift link: www.bloomberg.com/news/article...
Gift link: www.bloomberg.com/news/article...
October 6, 2025 at 11:53 AM
There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from.
Gift link: www.bloomberg.com/news/article...
Gift link: www.bloomberg.com/news/article...
Reposted by Adi Bhashyam
In a nutshell, a green gases quota ("Grüngasquote") mandates an increased share of "green gases" (which need to be defined) to be sold in the covered sectors. The basic idea is that this ramps up to 100% eventually, perhaps like this.
March 13, 2025 at 8:52 AM
In a nutshell, a green gases quota ("Grüngasquote") mandates an increased share of "green gases" (which need to be defined) to be sold in the covered sectors. The basic idea is that this ramps up to 100% eventually, perhaps like this.
#Germany just cancelled funding for green hydrogen projects allocated as part of the first EU Hydrogen Bank auction. Apparently because the EU insisted the subsidy can’t be higher than €1.44/kg.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Germany Scraps €350 Million in Subsidies for Hydrogen Projects
Germany abandoned plans to funnel €350 million ($368 million) into hydrogen projects, putting clean-fuel goals even further from reach.
www.bloomberg.com
December 12, 2024 at 11:56 AM
#Germany just cancelled funding for green hydrogen projects allocated as part of the first EU Hydrogen Bank auction. Apparently because the EU insisted the subsidy can’t be higher than €1.44/kg.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Cracking imported clean ammonia to #hydrogen is gaining interest despite its poor efficiency.
Air Liquide just received a €110 million EU subsidy for an industrial-scale cracker in the Port of Antwerp.
#energysky
www.airliquide.com/group/press-...
Air Liquide just received a €110 million EU subsidy for an industrial-scale cracker in the Port of Antwerp.
#energysky
www.airliquide.com/group/press-...
Air Liquide receives EU support to develop the first large-scale project for the production, liquefaction, and distribution of low carbon and renewable hydrogen from ammonia | Air Liquide
Air Liquide receives EU support to develop the first large-scale project for the production, liquefaction, and distribution of low carbon and renewable hydrogen from ammonia
www.airliquide.com
December 10, 2024 at 10:43 AM
Cracking imported clean ammonia to #hydrogen is gaining interest despite its poor efficiency.
Air Liquide just received a €110 million EU subsidy for an industrial-scale cracker in the Port of Antwerp.
#energysky
www.airliquide.com/group/press-...
Air Liquide just received a €110 million EU subsidy for an industrial-scale cracker in the Port of Antwerp.
#energysky
www.airliquide.com/group/press-...
We should expect to see more hydrogen project cancellations over the next years with a few remaining that actually make sense or that survive because they find ways to layer multiple subsidies (eg US tax credits and import incentives in Europe).
#energysky
#energysky
Today's #HydrogenSoufflé is brought to you by #Australia and #Japan. Kawasaki has pulled out of the HESC consortium planning to ship liquid #hydrogen made from Latrobe Valley coal to Japan. It was a bonkers plan from the start, obviously.
HT @rgmerk.bsky.social
www.linkedin.com/posts/mliebr...
HT @rgmerk.bsky.social
www.linkedin.com/posts/mliebr...
December 6, 2024 at 1:32 PM
We should expect to see more hydrogen project cancellations over the next years with a few remaining that actually make sense or that survive because they find ways to layer multiple subsidies (eg US tax credits and import incentives in Europe).
#energysky
#energysky
If you are interested in spicy takes on the energy transition directly from the BloombergNEF analysts who write the research, give this starter pack (made by @solarchase.bsky.social ) a follow:
go.bsky.app/SRQaZno
#energysky 🔌💡
go.bsky.app/SRQaZno
#energysky 🔌💡
December 5, 2024 at 9:15 AM
If you are interested in spicy takes on the energy transition directly from the BloombergNEF analysts who write the research, give this starter pack (made by @solarchase.bsky.social ) a follow:
go.bsky.app/SRQaZno
#energysky 🔌💡
go.bsky.app/SRQaZno
#energysky 🔌💡
Reposted by Adi Bhashyam
Wait are we all denying being journalists? I can do that too, but I do think 'analyst' is a lot like 'journalist with some spreadsheets'.
December 4, 2024 at 12:49 PM
Wait are we all denying being journalists? I can do that too, but I do think 'analyst' is a lot like 'journalist with some spreadsheets'.
Reposted by Adi Bhashyam
A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here.
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December 3, 2024 at 2:00 PM
A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here.
go.bsky.app/SRQaZno
go.bsky.app/SRQaZno
Reposted by Adi Bhashyam
Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis.
www.gasworld.com/story/norsk-...
www.gasworld.com/story/norsk-...
Norsk Hydro drops green hydrogen investment
Norsk Hydro (Hydro) is to drop investment in green hydrogen and batteries after citing challenging market conditions.
www.gasworld.com
December 2, 2024 at 5:38 AM
Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis.
www.gasworld.com/story/norsk-...
www.gasworld.com/story/norsk-...
Will be interesting to see the network tariffs for the German hydrogen network.
Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.
Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.
ICYMI: German state bank KfW has approved €24 billion to back the construction of the H2 core grid
www.kfw.de/%C3%9Cber-di...
www.kfw.de/%C3%9Cber-di...
Wasserstoff-Kernnetz: Zukunftsinvestition für Deutschland | KfW
www.kfw.de
November 28, 2024 at 1:52 PM
Will be interesting to see the network tariffs for the German hydrogen network.
Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.
Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.
Reposted by Adi Bhashyam
Heard one of the heads of a pure play hydrogen fund today admit that hydrogen cars “didn’t work out”.
November 27, 2024 at 3:21 PM
Heard one of the heads of a pure play hydrogen fund today admit that hydrogen cars “didn’t work out”.
Important to note that very little money is actually being given out at the moment and there is no clarity on how the funds will actually be used yet.
DOE’s $2.2B investment in the Gulf Coast & Midwest H2Hubs isn’t just about infrastructure—it’s a bold experiment in using public funding to enable the deployment of key clean technologies.
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
www.energy.gov
November 27, 2024 at 8:51 AM
Important to note that very little money is actually being given out at the moment and there is no clarity on how the funds will actually be used yet.
Reposted by Adi Bhashyam
DOE’s $2.2B investment in the Gulf Coast & Midwest H2Hubs isn’t just about infrastructure—it’s a bold experiment in using public funding to enable the deployment of key clean technologies.
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
www.energy.gov
November 26, 2024 at 8:32 PM
DOE’s $2.2B investment in the Gulf Coast & Midwest H2Hubs isn’t just about infrastructure—it’s a bold experiment in using public funding to enable the deployment of key clean technologies.
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...
Co-firing clean ammonia in coal and gas plants is costly and has limited environmental benefits. South Korea just learnt this the hard way:
❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations
www.hydrogeninsight.com/power/south-...
#energysky
❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations
www.hydrogeninsight.com/power/south-...
#energysky
South Korea chooses controversial coal plant as sole winner of first clean hydrogen power auction
KOSPO will generate only a tenth of the power that had been tendered by co-firing ammonia
www.hydrogeninsight.com
November 23, 2024 at 6:51 PM
Co-firing clean ammonia in coal and gas plants is costly and has limited environmental benefits. South Korea just learnt this the hard way:
❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations
www.hydrogeninsight.com/power/south-...
#energysky
❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations
www.hydrogeninsight.com/power/south-...
#energysky
Reposted by Adi Bhashyam
#energysky & hydrogen home heating
a man is playing a game of frog dog at a carnival
ALT: a man is playing a game of frog dog at a carnival
media.tenor.com
November 22, 2024 at 2:01 AM
#energysky & hydrogen home heating
Not surprising. The 20Mt goal never had a chance of realistically being met by 2030. This reality check is now having negative consequences too, with Germany trying to reopen discussions on what counts as renewable hydrogen.
HOT OFF THE PRESS: EU is a long way from reaching its lofty 20m green hydrogen consumption goal by 2030.
Sober report from ACER shows:
Right now hydrogen is a decarbonisation problem. 99.7% of hydrogen consumed in EU comes from fossil fuels.
www.acer.europa.eu/sites/defaul...
Sober report from ACER shows:
Right now hydrogen is a decarbonisation problem. 99.7% of hydrogen consumed in EU comes from fossil fuels.
www.acer.europa.eu/sites/defaul...
November 22, 2024 at 9:08 AM
Not surprising. The 20Mt goal never had a chance of realistically being met by 2030. This reality check is now having negative consequences too, with Germany trying to reopen discussions on what counts as renewable hydrogen.
Reposted by Adi Bhashyam
I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over.
I'm sure this will come up again around ~2030. With similar results.
I'm sure this will come up again around ~2030. With similar results.
November 21, 2024 at 8:32 AM
I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over.
I'm sure this will come up again around ~2030. With similar results.
I'm sure this will come up again around ~2030. With similar results.
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November 19, 2024 at 1:09 PM
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