Geopolitics

Researchers from Saudi Arabia’s King Abdullah University of Science and Technology have presented the results of a low-cost method of generating carbon-free hydrogen. In other news, Norwegian fuel cell producer Nel ASA said it was ready to increase its electrolyzer production capacity to meet the European Union’s raised ambitions for renewable hydrogen, while oil giant Petronas Eneos announced plans to set up a hydrogen production plant in Indonesia.

The first months of the year pointed to a boom in Moldova’s solar sector, but the war has already started to negatively affect investment decisions.

The European Commission yesterday announced its intent to remove demand for two-thirds of its Russian gas supply in less than nine months and hugely accelerating the rate of solar deployment is a central part of its radically raised clean energy ambition.

With fears over Europe’s gas supply tightening, the Australian government is forging ahead in the green hydrogen sector by launching tech incubator HyGate and awarding Volt Advisory Group cash to develop a renewable energy microgrid. Australian business Fortescue Future Industries and Europe’s Airbus will work on hydrogen-powered aircraft and Kawasaki Heavy Industries is making strides in transporting hydrogen from the state of Victoria.

The International Energy Agency today published a 10-point plan for Europe to reduce its reliance on natural gas imported from Russia. The plan would see Russian gas imports to EU member states reduced by one third within a year, and notes that further reductions within this timeframe would come with significant tradeoffs, likely to impact both energy prices and Europe’s Green Deal. The plan was presented by Fatih Birol, executive director of the IEA, in a virtual press conference held earlier today.

In a chat with pv magazine, Christian Breyer – Professor of Solar Economy at Finland’s Lappeenranta University of Technology – explains which consequences the war in Ukraine may have on Europe’s energy landscape. According to him, only an unprecedented development of renewable energies, heat pumps and storage may help address the current energy crisis.

As research into non-rare metal catalysts continues, companies in northwest Europe are working on an offshore green hydrogen demonstration project, the first European data center to run on green hydrogen, and on hydrogen-based solutions for container transport. Meanwhile, European institutions are prepping for stronger hydrogen collaboration with Africa.

The retirement of coal baseload capacity, some regulatory adjustments and high energy prices volatility could bode well for the deployment of batteries in Italy, and especially in Sicily. Problems, mostly related to the timing and the structure of the auction, remain, however. We spoke about it with Michele Scolaro, Aurora Energy Research Associate.

While there are still many uncertainties as to the way in which hydrogen trade might evolve and change economic ties and political dynamics between countries, experts agree that green hydrogen can bring winds of change to the global energy arena. According to the International Renewable Energy Agency, significant geoeconomic and geopolitical shifts are just around the corner.

While the chief executive of Ukraine’s biggest private energy company scrupulously mentioned the role renewables could play in counteracting the Nord Stream 2 gas pipeline, he called for his country’s gas market to be liberalized just as the European Commission appears set to rubber stamp gas as ‘sustainable.’