Daniel
@danielwilliams965.bsky.social
Author and clean energy campaigner/advocate
My previous book is available at http://amazon.com/dp/B08WP765WX and medium page http://danielrwilliams.medium.com for excerpts of the new book and other writing about energy/climate/finance/policy
My previous book is available at http://amazon.com/dp/B08WP765WX and medium page http://danielrwilliams.medium.com for excerpts of the new book and other writing about energy/climate/finance/policy
Pinned
Daniel
@danielwilliams965.bsky.social
· Sep 4
The global hydrogen economy in 2025
The global hydrogen economy is experiencing an unprecedented surge in development driven by policy ambition, technological advancement…
danielrwilliams.medium.com
As policy implementation accelerates, and projects are continually announced, hydrogen is guaranteed to change the global energy landscape within the next decade
#hydrogen
#hydrogen
'China is inching toward dominating yet another future energy supply chain. Key technologies to produce low-emission hydrogen are quickly becoming one of the latest frontiers for geoeconomic competition'
#hydrogen
#hydrogen
China Is Already Pulling Ahead on the Next Energy Supply Chain
Low-emission hydrogen is quickly becoming the latest frontier for geoeconomic competition.
foreignpolicy.com
November 11, 2025 at 9:07 AM
'China is inching toward dominating yet another future energy supply chain. Key technologies to produce low-emission hydrogen are quickly becoming one of the latest frontiers for geoeconomic competition'
#hydrogen
#hydrogen
Reposted by Daniel
ECB monetary policy needs to lead by example. They are not following their legally obligating price stability mandate
#dualinterestrates #capitalrequirementsrule #taxshareholders
This needs to be inserted as a warning label on every economics textbook ever published ↓
#dualinterestrates #capitalrequirementsrule #taxshareholders
This needs to be inserted as a warning label on every economics textbook ever published ↓
We show that interest rate hikes by central banks are less powerful in reducing inflation than conventional wisdom suggests. Correcting for publication bias, the output cost of reducing inflation increases. Based on our meta-study of 145,000 point estimates and confidence bounds.
November 10, 2025 at 9:54 AM
ECB monetary policy needs to lead by example. They are not following their legally obligating price stability mandate
#dualinterestrates #capitalrequirementsrule #taxshareholders
This needs to be inserted as a warning label on every economics textbook ever published ↓
#dualinterestrates #capitalrequirementsrule #taxshareholders
This needs to be inserted as a warning label on every economics textbook ever published ↓
Raising interest rates has NO EFFECT on inflation. Monetary policy in it's current form is not fit for purpose - how long will the charade continue?
#monetarypolicy #shareholdercapitalism #shareholders
#monetarypolicy #shareholdercapitalism #shareholders
Patrick Imam and Tigran Poghosyan show that despite earlier and sharper tightening, inflation targeting central banks did not achieve systematically better outcomes than their non-targeting peers during the 2022 global inflation surge.
cepr.org/voxeu/column...
#EconSky
cepr.org/voxeu/column...
#EconSky
November 10, 2025 at 9:37 AM
Raising interest rates has NO EFFECT on inflation. Monetary policy in it's current form is not fit for purpose - how long will the charade continue?
#monetarypolicy #shareholdercapitalism #shareholders
#monetarypolicy #shareholdercapitalism #shareholders
The IRA *was* the Marshall plan that was needed to be implemented to get hydrogen to the level it needs to be in the US to decarbonise a range of sectors. It was, basically, perfect considering various cost/logistics constraints.. and was/is to an extent being replicated in the EU to speed things up
November 10, 2025 at 5:09 AM
The IRA *was* the Marshall plan that was needed to be implemented to get hydrogen to the level it needs to be in the US to decarbonise a range of sectors. It was, basically, perfect considering various cost/logistics constraints.. and was/is to an extent being replicated in the EU to speed things up
Reposted by Daniel
The US is the world's largest oil and gas producer. Yet, "China is now making more money from exporting green technology than America makes from exporting fossil fuels."
China’s clean-energy revolution will reshape markets and politics
The world’s biggest manufacturer now has an interest in the world decarbonising
www.economist.com
November 7, 2025 at 11:05 AM
The US is the world's largest oil and gas producer. Yet, "China is now making more money from exporting green technology than America makes from exporting fossil fuels."
From the 'TYNDP 2024 Scenarios Methodology Report', I have used Chatgpt to convert (a few, selected by Chatgpt) base hydrogen import prices (€/MWh) to €/kg. This probably doesn't involve pipeline costs, but this could be subsidised. Costs are very similar to LNG import prices (€1.80/kg)
#hydrogen
#hydrogen
November 9, 2025 at 2:56 PM
From the 'TYNDP 2024 Scenarios Methodology Report', I have used Chatgpt to convert (a few, selected by Chatgpt) base hydrogen import prices (€/MWh) to €/kg. This probably doesn't involve pipeline costs, but this could be subsidised. Costs are very similar to LNG import prices (€1.80/kg)
#hydrogen
#hydrogen
Reposted by Daniel
NEOM Project Leading The Green Hydrogen Charge In The Gulf – Hydrogen Fuel News www.hydrogenfuelnews.com/neom-project...
NEOM Project Leading the Green Hydrogen Charge in the Gulf
Spanning the endless sands of northwest Saudi Arabia, NEOM is more than an audacious city vision—it’s ground zero for the next big leap in Green Hydrogen. R
www.hydrogenfuelnews.com
November 9, 2025 at 11:56 AM
NEOM Project Leading The Green Hydrogen Charge In The Gulf – Hydrogen Fuel News www.hydrogenfuelnews.com/neom-project...
Reposted by Daniel
In Chengdu, engineers have launched the world’s first hydrogen-powered maglev train, gliding silently at 281 km/h without fossil fuels. The train’s magnetic levitation eliminates friction, while its hydrogen fuel cells emit only water vapor — a perfect blend of speed and sustainability.
November 8, 2025 at 1:03 PM
In Chengdu, engineers have launched the world’s first hydrogen-powered maglev train, gliding silently at 281 km/h without fossil fuels. The train’s magnetic levitation eliminates friction, while its hydrogen fuel cells emit only water vapor — a perfect blend of speed and sustainability.
Just becoming completely obvious that governing bodies in the EU are corrupt and incompetent
To fully meet the AFIR regulations for hydrogen, it's about 800 refuelling stations. That's one every two days for the next 5 years. No plan, no clue, no nothing.
To fully meet the AFIR regulations for hydrogen, it's about 800 refuelling stations. That's one every two days for the next 5 years. No plan, no clue, no nothing.
November 7, 2025 at 9:39 AM
Just becoming completely obvious that governing bodies in the EU are corrupt and incompetent
To fully meet the AFIR regulations for hydrogen, it's about 800 refuelling stations. That's one every two days for the next 5 years. No plan, no clue, no nothing.
To fully meet the AFIR regulations for hydrogen, it's about 800 refuelling stations. That's one every two days for the next 5 years. No plan, no clue, no nothing.
Red hair, Président butter, tea in a bowl, Bonne Maman confiture, "wouldn't kick you out of bed for the crumbs" etc..
It has to be French
It has to be French
Francine Van Hove (French, 1942–2025)
"Breakfast", 2021.
Oil on Canvas, 30 × 30 cm.
Private Collection.
#art #painting #painters #BlueSkyArt
"Breakfast", 2021.
Oil on Canvas, 30 × 30 cm.
Private Collection.
#art #painting #painters #BlueSkyArt
November 6, 2025 at 10:03 AM
Red hair, Président butter, tea in a bowl, Bonne Maman confiture, "wouldn't kick you out of bed for the crumbs" etc..
It has to be French
It has to be French
"The anti-hydrogen agenda is nothing to do with emissions mitigation objectives, reducing energy costs for low-income families, or avoiding fossil rentierism: it is everything to do with ideology, faith, and preserving the status quo"
Click link below to see what 3,500 (E/G) utilities think
Click link below to see what 3,500 (E/G) utilities think
Anti-hydrogen sentiment is a bad-faith argument, built on ideological talking points and not sound data from industry or policy sources
Unfortunately they are both committed anti-hydrogen campaigners - despite the incontrovertible reality that (only) hydrogen can and will be supplied to replace about a third of EU final energy demand, by 2050
Ask the TSOs!
Ask the TSOs!
November 6, 2025 at 9:34 AM
"The anti-hydrogen agenda is nothing to do with emissions mitigation objectives, reducing energy costs for low-income families, or avoiding fossil rentierism: it is everything to do with ideology, faith, and preserving the status quo"
Click link below to see what 3,500 (E/G) utilities think
Click link below to see what 3,500 (E/G) utilities think
This guy is like Trump. There are so many lies and semi-truths being propagated at the same time it's impossible to effectively tackle each one, even within the purely commercial framing of the discussion
However, an excellent and balanced response from Erik Rakhou and Andrew Critchlow
#hydrogen
However, an excellent and balanced response from Erik Rakhou and Andrew Critchlow
#hydrogen
This week on Cleaning Up, @mliebreich.bsky.social debates Erik Rakhou, author of Touching Hydrogen Future, in a no-holds-barred discussion moderated by Andrew Critchlow of S&P Global Commodity Insights. Live premiere now: www.youtube.com/watch?v=FSWD...
November 6, 2025 at 8:13 AM
This guy is like Trump. There are so many lies and semi-truths being propagated at the same time it's impossible to effectively tackle each one, even within the purely commercial framing of the discussion
However, an excellent and balanced response from Erik Rakhou and Andrew Critchlow
#hydrogen
However, an excellent and balanced response from Erik Rakhou and Andrew Critchlow
#hydrogen
Reposted by Daniel
"Then there’s the waste problem. “The world is committed to 30 million tonnes of battery waste by the end of 2030 that we don’t know how to recycle,” he says. “One method is melting them at very high temperatures, generating toxic fumes. The other is..”
drivinghydrogen.com/2025/10/11/e...
drivinghydrogen.com/2025/10/11/e...
Exclusive: “I don’t see batteries as the solution for electrifying the world,” says leading climate scientist, Carlos Duarte
Climate scientist Carlos Duarte tells Driving Hydrogen how he see's the world’s shift to clean mobility will depend on hydrogen, not batteries - and how nature has been making it for billions of years...
drivinghydrogen.com
November 5, 2025 at 7:06 PM
"Then there’s the waste problem. “The world is committed to 30 million tonnes of battery waste by the end of 2030 that we don’t know how to recycle,” he says. “One method is melting them at very high temperatures, generating toxic fumes. The other is..”
drivinghydrogen.com/2025/10/11/e...
drivinghydrogen.com/2025/10/11/e...
To remind people: #shareholders and conventional monetary policy are protecting (redundant) fossil shareholder assets+subsidised remuneration from the inevitable shift to low cost renewables+ #hydrogen
Maintaining the fossil economy is going to cost 100x more than a structured transition - soon
Maintaining the fossil economy is going to cost 100x more than a structured transition - soon
38 trillion dollars in damages each year: World economy already committed to income reduction of 19 % due to climate change
17.04.2024 - Even if CO2 emissions were to be drastically cut down starting today, the world economy is already committed to an income reduction of 19 % until 2050 due to climate change, a new study p...
www.pik-potsdam.de
November 3, 2025 at 1:35 PM
To remind people: #shareholders and conventional monetary policy are protecting (redundant) fossil shareholder assets+subsidised remuneration from the inevitable shift to low cost renewables+ #hydrogen
Maintaining the fossil economy is going to cost 100x more than a structured transition - soon
Maintaining the fossil economy is going to cost 100x more than a structured transition - soon
Green hydrogen could get to $1/kg, being a rounding error for most cost prices of delivered goods, if it were given the same leniency and privileges as fossil fuels right now
November 3, 2025 at 12:57 PM
Green hydrogen could get to $1/kg, being a rounding error for most cost prices of delivered goods, if it were given the same leniency and privileges as fossil fuels right now
More fossil fuels/LNG? It's not economically viable for many more years. We know what is happening, the costs are obvious, and without a structured shift to low cost #hydrogen and renewables the US is going to lose to the point of total insolvency
Hydrogen for $2-3/kg is half the price of diesel
Hydrogen for $2-3/kg is half the price of diesel
November 3, 2025 at 12:41 PM
More fossil fuels/LNG? It's not economically viable for many more years. We know what is happening, the costs are obvious, and without a structured shift to low cost #hydrogen and renewables the US is going to lose to the point of total insolvency
Hydrogen for $2-3/kg is half the price of diesel
Hydrogen for $2-3/kg is half the price of diesel
The US is spending half a trillion on economic losses due to climate change, per year. It has a discretionary budget of $5.5 trillion. Clinging to petrodollar hegemony is a false economy
It has $1 trillion in interest repayments per year
The US has to change course - to #hydrogen
It has $1 trillion in interest repayments per year
The US has to change course - to #hydrogen
November 3, 2025 at 12:31 PM
The US is spending half a trillion on economic losses due to climate change, per year. It has a discretionary budget of $5.5 trillion. Clinging to petrodollar hegemony is a false economy
It has $1 trillion in interest repayments per year
The US has to change course - to #hydrogen
It has $1 trillion in interest repayments per year
The US has to change course - to #hydrogen
Essentially, all the economic punishment Trump is inflicting on the US today would be equivalent (in the immediate/short term) to what would happen with a radical shift to renewables and mostly #hydrogen
Trillions spent on data centres? Bills rising by 30% or so?
It's cheap to get to net zero
Trillions spent on data centres? Bills rising by 30% or so?
It's cheap to get to net zero
November 3, 2025 at 12:21 PM
Essentially, all the economic punishment Trump is inflicting on the US today would be equivalent (in the immediate/short term) to what would happen with a radical shift to renewables and mostly #hydrogen
Trillions spent on data centres? Bills rising by 30% or so?
It's cheap to get to net zero
Trillions spent on data centres? Bills rising by 30% or so?
It's cheap to get to net zero
I'm subscribed to their newsletter. Cool hearing about different commercially available foods using Solein. Food from electrolysis
Pity the European Parliament have again banned alternative animal products from being proactively labelled to maintain wasteful and destructive dairy and meat subsidies
Pity the European Parliament have again banned alternative animal products from being proactively labelled to maintain wasteful and destructive dairy and meat subsidies
November 3, 2025 at 11:09 AM
I'm subscribed to their newsletter. Cool hearing about different commercially available foods using Solein. Food from electrolysis
Pity the European Parliament have again banned alternative animal products from being proactively labelled to maintain wasteful and destructive dairy and meat subsidies
Pity the European Parliament have again banned alternative animal products from being proactively labelled to maintain wasteful and destructive dairy and meat subsidies
'Green hydrogen and its derivatives are needed to help decarbonise up to 28% of greenhouse gas emissions for the Asia Pacific (APAC) region to reach net zero in 2050, according to a new report'
This is the same figure presented by electricity and gas TSOs in Europe; 25-35% energy demand
#hydrogen
This is the same figure presented by electricity and gas TSOs in Europe; 25-35% energy demand
#hydrogen
About a quarter of Asia-Pacific's emissions can only be decarbonised by hydrogen and its derivatives and CCS: DNV
A yearly supply of 84 million tonnes of H2 is needed for the region to reach net zero in 2050
www.hydrogeninsight.com
November 2, 2025 at 2:57 PM
'Green hydrogen and its derivatives are needed to help decarbonise up to 28% of greenhouse gas emissions for the Asia Pacific (APAC) region to reach net zero in 2050, according to a new report'
This is the same figure presented by electricity and gas TSOs in Europe; 25-35% energy demand
#hydrogen
This is the same figure presented by electricity and gas TSOs in Europe; 25-35% energy demand
#hydrogen
'Korean auto giant Hyundai has held a ground-breaking ceremony for a new 930bn-won ($650m) factory that will produce 30,000 fuel cells a year once it is operational in 2027'
#hydrogen #fuelcells
#hydrogen #fuelcells
Hyundai starts construction of massive hydrogen fuel cell and electrolyser plant in South Korea
The 930bn-won factory is scheduled to start operations in 2027
www.hydrogeninsight.com
November 2, 2025 at 2:47 PM
'Korean auto giant Hyundai has held a ground-breaking ceremony for a new 930bn-won ($650m) factory that will produce 30,000 fuel cells a year once it is operational in 2027'
#hydrogen #fuelcells
#hydrogen #fuelcells
'Topsoe inaugurates 500MW solid-oxide electrolyser factory in Denmark
The manufacturer says its high-efficiency ceramic stacks can offer a lower levelised cost of energy than Chinese alkaline electrolysers'
Another electrolyser gigafactory
#hydrogen
The manufacturer says its high-efficiency ceramic stacks can offer a lower levelised cost of energy than Chinese alkaline electrolysers'
Another electrolyser gigafactory
#hydrogen
Topsoe inaugurates 500MW solid-oxide electrolyser factory in Denmark
The manufacturer says its high-efficiency ceramic stacks can offer a lower levelised cost of energy than Chinese alkaline electrolysers
www.hydrogeninsight.com
November 2, 2025 at 2:44 PM
'Topsoe inaugurates 500MW solid-oxide electrolyser factory in Denmark
The manufacturer says its high-efficiency ceramic stacks can offer a lower levelised cost of energy than Chinese alkaline electrolysers'
Another electrolyser gigafactory
#hydrogen
The manufacturer says its high-efficiency ceramic stacks can offer a lower levelised cost of energy than Chinese alkaline electrolysers'
Another electrolyser gigafactory
#hydrogen
'Plug Power signs binding agreement to supply up to 2GW of PEM electrolysers to giant Uzbek project'
#hydrogen #PEM
#hydrogen #PEM
Plug Power signs binding agreement to supply up to 2GW of PEM electrolysers to giant Uzbek project
Deal with Allied Biofuels builds on previously announced 3GW sales agreement with sister company Allied Green Ammonia in Australia
www.hydrogeninsight.com
November 2, 2025 at 2:42 PM
'Baowu plans to use Rotoboost’s methane pyrolysis technology to reduce emissions from its steel and aluminum'
#hydrogen #pyrolysis #greensteel
#hydrogen #pyrolysis #greensteel
World's largest steel producer to deploy Finnish turquoise hydrogen technology
Baowu plans to use Rotoboost’s methane pyrolysis technology to reduce emissions from its steel and aluminum
www.hydrogeninsight.com
November 2, 2025 at 2:40 PM
'Baowu plans to use Rotoboost’s methane pyrolysis technology to reduce emissions from its steel and aluminum'
#hydrogen #pyrolysis #greensteel
#hydrogen #pyrolysis #greensteel