Christina Wolf
christina-wolf.bsky.social
Christina Wolf
@christina-wolf.bsky.social
Senior Lecturer @Univerity of Hertfordshire, heterodox economist with focus on industrial policy. Bereaved parent.
for some reason the maps with current and planned green H2 production did not post. Here again:
November 28, 2024 at 6:57 PM
17/ Rissman et al (2020) suggest minimising material overuse (buildings use 2x the steel required for structural integrity), avoiding premature demolition (buildings can last up to 200 years instead of the typical 60-80) + alternative building materials. doi.org/10.1016/j.ap...
November 28, 2024 at 6:38 PM
13/ The IEA has published these nice maps of planned and completed projects (See here: shorturl.at/IB6jO). Note about 40% of planned green H2 production projects are in water-stressed regions.
November 28, 2024 at 6:38 PM
11/ The neo-colonial GH2 scramble risks land grabs, community displacement + environmental damage in the Global South, for little economic gain (exports of raw materials against imports of costly proprietary technologies).
doi.org/10.1016/j.er...
+ here: shorturl.at/l9XJg
November 28, 2024 at 6:38 PM
9/ Problem #2: Green H2 production has significant negative environmental impacts— human toxicity, ecotoxicity, mineral use, land use, and water depletion, often in water-scarce regions. More details here: doi.org/10.1016/j.eg...
November 28, 2024 at 6:38 PM
8/ H2 transport and storage further reduce energy efficiency. Pipelines or shipping are used, but shipping requires energy-intensive liquefaction (through cooling +compression) or binding to chemicals such as ammonia or liquid organic hydrogen carriers.
See Paschenko (2024) doi.org/10.1016/j.re...
November 28, 2024 at 6:38 PM
EU steel crisis: ArcelorMittal delays green investments, Thyssenkrupp plans to cut 40% of jobs. They’re under pressure to decarbonise while staying competitive.
Why? Green hydrogen (H2) is not ready at scale. Green H2 is controversial, technically, environmentally and politically. Implications? 🧵
November 28, 2024 at 6:38 PM
12/ Productivity increases were followed by price decreases. Lithium-ion battery cell prices have fallen significantly, with NMC (Lithium Manganese Cobalt) cells at €80–100/kWh and high-quality LFP cells at €60/kWh. Reports from China mention even lower prices for LFP cells (€40–45/kWh).
November 26, 2024 at 2:00 PM
3/ Chinese firms lead technological developments: IEA (2024) notes, one of the standout developments in battery production are LFP (Lithium iron phosphate) batteries with about 40% market share in 2023.
November 26, 2024 at 2:00 PM
2/ Production and innovation capacity world-wide is dominated by Chinese and South Korean firms (see IEA 2024)
November 26, 2024 at 2:00 PM
1/ Northvolt’s bankruptcy has sent shockwaves through the European battery industry. What is happening in the battery market? A thread 🧵
November 26, 2024 at 2:00 PM