Martin Tengler

Lee Klaskow, a Senior Transport Analyst, reveals the intricacies of the $85 billion merger between Union Pacific and Norfolk Southern, addressing regulatory hurdles and industry implications. George Ferguson, an Aerospace Analyst, discusses Boeing's cash flow improvements and JetBlue's financial challenges amid capacity issues. Martin Tengler, Head of Hydrogen Research, shares his insights on the future of hydrogen energy, emphasizing legislative impacts and market dynamics. This lively discussion touches on the intersection of transport, aerospace, and sustainability.

Join Amar Vasdev, a senior associate at BNEF specializing in energy economics, and Martin Tengler, head of hydrogen research at BNEF, as they dive into the dynamic world of clean power. They highlight record-low costs of electricity from solar and wind while discussing hydrogen's unique position amidst these trends. Their conversation reveals the impact of geopolitical factors on hydrogen production, investment shifts, and the future of renewable energy economics, challenging listeners to rethink cost assessment in the evolving energy landscape.