Everything About Hydrogen

The EAH team unpacks multiple acronyms and endeavors with Nelson Monjarro, the lead coordinator of the Clean Energy Ministerial (CEM) a public-private initiative bringing together the energy and maritime sectors to enable the establishment of Clean Energy Marine Hubs (CEM-Hubs) at ports worldwide. The CEM-Hubs initiative has nine Energy and Transport Ministries working together with leaders of the energy maritime value chain and key partner organisations.About Nelson Mojarro:Nelson specializes in international energy and innovation, advising shipowners and m port leaders on alternative fuels and innovation. He has over 15 years of experience in high-level international energy policy and diplomacy, technology & innovation investments, as well as decarbonization. In addition to CEM-Hubs, his work focuses on green acceleration, connecting green finance, data, innovation and energy for a net-zero world. As Representative of the Energy Sustainability Fund (£300M), based in Europe, Nelson led multi-million Euro international cooperation programs on clean energy innovation with the European Commission and the UK. He was a country delegate at COP21 in Paris and has participated in multiple COPs. He co-organised the COP28 Presidency CEO-Ministers meeting on energy and maritime in Dubai.Nelson was an Advisory Board member of the Initiative Partnering to Accelerate Sustainable Energy Innovation of the World Economic Forum (WEF), and Vice-Chair of the Committee for Energy Research and Technology (CERT) of the International Energy Agency (IEA).Nelson developed and coordinated the first government partnership on innovation with the Breakthrough Energy Coalition (BEC), a group of international investors led by Bill Gates, and initiated and launched the partnership between Mission Innovation, a multi-billion government initiative and the World Economic Forum (WEF) to advance clean energy innovation as well as business and government engagement. Nelson is a former OIES Saudi Aramco Fellow at the Oxford Institute for Energy Studies. He also holds an MA in Industry and Innovation Analysis and did his doctorate studies at The Science Policy Research Unit in Sussex, United Kingdom (SPRU).His research interests are related to technological change/innovation and energy transitions, particularly on the relationship between 'infrastructure change' and new 'green fuels'. He has published in academic journals about the use of biofuels in oil firms, such as BP, Shell, Petrobras and Pemex and was selected in 2013 as a Future Energy Fellow by Shell to write about Clean Energy for the Energy Collective.About CEM:The Clean Energy Ministerial (CEM) is a high-level global forum to promote policies and programmes that advance clean energy technology, to share lessons learned and best practices, and to encourage the transition to a global clean energy economy. Initiatives are based on areas of common interest among participating governments and other stakeholders. The Framework for the Clean Energy Ministerial, reaffirmed at the twelfth Clean Energy Ministerial in 2021, defines the CEM governance structure and outlines the mission statement, objectives, membership, and guiding principles.

The CEM brings together a community of the world’s largest and leading countries, companies and international experts to achieve one mission –accelerate clean energy transitions.The CEM is an international clean energy leadership platform, a convening platform, an action platform, and an acceleration platform. It serves as a platform, where its members help shape the global clean energy agenda, and advance the deployment of specific clean energy technologies and solutions. It is also a bottom-up, government-led community for exchanging knowledge and insights, building networks and partnerships, and facilitating coordinated actions on clean energy and an implementation vehicle that helps its members to achieve specific domestic clean energy objectives.Links:Clean Energy Ministerial (CEM) - https://www.cleanenergyministerial.org/who-we-are/Clean Energy Marine Hubs - https://www.cleanenergyministerial.org/initiatives-campaigns/hubs/

The EAH team had the pleasure of speaking with Susana Moreira about H2Global’s plans to transform how Europe buys green fuels.Susana Moreira is the Executive Director and Co-Chair of H2Global Stiftung. The H2Global Foundation is dedicated to fostering international cooperation and raising awareness about the H2Global mechanism and other market-based tools among governments worldwide to support their climate goals. It is also the body that has developed and now runs a unique double-sided auction mechanism, that aims to encourage global production of green fuels by providing long term certainty to project developers and allowing customers to purchase shorter term contracts, at prices that reflect market rates. In just three years, the H2Global instrument, implemented by Hintco, has mobilized over €5.86 billion from government sources to compensate for the price difference between supply and demand. To hear more about Susana, H2Global and how they are hoping to unlock some of the worlds largest eFuel projects, don’t miss this week’s episode!About Susana Moreira:Susana Moreira is Executive Director and Co-Chair of the Board at H2Global Stiftung. She has 15 years of experience working on energy and mining issues. During her 10+ years at the World Bank, she played a leading role in developing new projects in Latin America, the Caribbean, and Sub-Saharan Africa. She also led the “Climate-Smart Mining” initiative as well as the “Kickstart Hydrogen Knowledge Series”, and spearheaded various in-depth research publications on gases-for-transition, including green hydrogen, mining, and sustainability. Prior to joining the World Bank, she worked as a consultant on energy, political rights in Africa and public relations. She holds a PhD in International Studies, an MA in Pacific International Affairs, and a Bachelor’s degree in International Relations. About H2Global Stiftung:H2Global supports the urgent need to create functioning markets for clean hydrogen and other low-emissions fuels by mobilizing public and private capital. The H2Global mechanism is designed to facilitate the ramp-up and use of clean hydrogen and other low-emissions fuels on an industrial scale, thereby actively contributing to the global energy transition and decarbonization efforts.--Links:Hintco Fact Sheethttps://cdn.sanity.io/files/u4w9plcz/production/8506bc6f24909ba96b6748f3fb0b28ab914607da.pdfH2Global - Idea, Instrument, and Intentions Policy Briefhttps://files.h2-global.de/H2Global-Stiftung-Policy-Brief-01_2022-EN.pdf

EAH co-hosts Christopher Jackson, Alicia Eastman and Patrick Molloy sat down with Dr. Gökçe Mete Gascon to learn more about Vattenfall activities in decarbonizing hard to abate sectors such as steel and transport including methanol and other alternative fuels. As Co-founder and Board Member of Women in Green Hydrogen, Dr. Mete is focused on steel, methanol, and infrastructure. About Dr. Gökçe Mete Gascon: Dr. Mete is Senior Partnership Manager at Vattenfall, building and maintaining strategic partnerships with industrial players, such as chemicals, steel, refineries, industrial gases and transport to jointly tackle the challenges and opportunities of decarbonization, green hydrogen and the electrification of industrial processes. Gökçe is Co-founder and Board Member of the Women in Green Hydrogen Network, Qualified lawyer, PhD, and author of 30 publications. She had over 14 years of business and strategy development, policy & regulatory analysis, leadership, project and stakeholder management experience focused on climate change, international development, carbon markets and green transformation of energy, heavy industry and minerals sectors.Prior to joining Vattenfall, she led South Pole’s heavy industry transition and renewable hydrogen portfolio as Global Head of Hydrogen, designing and developing business models and project investment cases for renewable hydrogen.Previously she was the Head of Secretariat of the UN Leadership Group for the Industry Transition hosted by the Stockholm Environment Institute which explores how policy, finance and business practices in hard-to-abate industry sectors such as steel, cement, heavy duty transport and chemicals can be aligned to achieve climate neutrality.About Vattenfall:Vattenfall is one of Europe’s largest producers and retailers of electricity and heat with approximately 19,000 employees. For more than 100 years, they have electrified industries, supplied energy to people's homes and modernised ways of living through innovation and cooperation. They are committed to building a future where everyone can choose fossil-free ways to move, make and live. Vattenfall seeks to become fossil free itself and looks beyond its own industry to really make a difference. Together with its partners, the Company is taking on the responsibility to find new and sustainable ways to electrify transportation, industries and heating.About Women in Green Hydrogen: Women in Green Hydrogen is a network of passionate women working in the green hydrogen sector. The vision is to increase the visibility and amplify the voices of women working in green hydrogen. The network provides a platform to connect, empower, and change.Diversity is essential for a sector that thrives on innovation and new ideas.  The network works to promote the participation of women in conferences, expert talks, and relevant media to shape a more diverse and inclusive discourse in the world of green hydrogen. The goal is to build a community to foster knowledge exchange, connect women in green hydrogen, and create professional opportunities for members.WiGH organizes networking events and panels about relevant topics in green hydrogen, manage an international expert database, and offer a mentorship programme.  They are also active on social media to increase visibility, promote activities and facilitate exchange. --Links:Women in Green Hydrogen https://women-in-green-hydrogen.net/Vattenfall: https://group.vattenfall.com/Books by Dr. Mete:The Energy Transitions and Future of Gas inthe EU: Subsidise or Decarbonise? (Palgrave Macmillan, 2020)https://link.springer.com/book/10.1007/978-3-030-32614-2The Palgrave Handbook of Social License to Operate and Energy Transitions (Palgrave Macmillan, 2022)https://link.springer.com/referencework/10.1007/978-3-030-74725-1

EAH co-hosts Alicia Eastman and Patrick Molloy sat down with Karen Baert, the CEO and co-founder of Ammobia to learn about their high-efficiency innovation of the ammonia production process. We also discussed the role of ammonia and the challenges that clean tech innovators face. About Karen Baert: Karen has extensive experience across the sector having completed her Bachelors in Mechanical and Chemical Engineering in Brussels, Master in renewable energy at the Technical University Berlin, and MBA at Stanford University. Karen spent several years at Bain & Co., and worked with Breakthrough Energy Ventures, as well as Stanford GSB Impact fund, before co-founding Ammobia. Karen and her Co-founder and CTO are taking on the 100 year-old Haber Bosch process by developing their own reactor which offers potential for improved efficiencies in ammonia production with less emissions and lower capex. About Ammobia:Ammobia is developing Haber Bosch 2.0 - an innovative low cost, flexible process for clean ammonia production from clean hydrogen and air. They leverage the latest advances in materials science and catalysis to produce clean ammonia at low cost. Their processes and systems work across production scales and modes and they expect:- to require one third the capex- ⁠increased safety & flexibility (running directly on renewables)- ⁠80-90% lower emissions- ⁠10x reduction in pressure- ⁠150°C reduction in temperatureUS-based Ammobia closed an oversubscribed, US$4.2 million funding round in April. Led by Starlight Ventures and including Collaborative Fund, Chevron Technology Ventures, Arosa Capital, Zero Infinity Partners, R7, DNX Ventures and Plug and Play Tech Center, the funds will support a 1000x scale-up of Ammobia’s next-generation synthesis technology. --Links: https://www.ammobia.co/https://ammoniaenergy.org/articles/funding-for-ammonia-energy-startups-in-2024/https://www.axios.com/pro/climate-deals/2024/04/03/ammobia-funding-green-ammonia

EAH co-hosts Alicia Eastman and Patrick Molloy sat down with Amy Hebert, the CEO of Arcadia eFuels and learned more about Arcadia goals to produce future fuels that protect our environment and power the world. Learn more about Arcadia projects in Denmark, the United Kingdom and the United States as well as Project SkyPower, which Amy co-Chairs, paving the way for the first large-scale eSAF plants in Europe to reach Final Investment Decision by the end of 2025.About Amy Hebert:Amy Hebert has more than 25 years of global industry experience and 12 years in executive leadership focused on the refining, chemical and polymer markets. She has expertise in all aspects of business management including developing and executing long term business strategy while managing overall financial wellbeing; managing joint ventures, new plant construction, and plant expansions from idea, through design and startup. Most recently, she was Deputy CEO and Chief Commercial Officer for Haldor Topsoe, and prior to that Vice President Europe with Celanese and Global Vice President Catalysts at Albemarle. Amy holds a B.Sc. in Chemical Engineering from Georgia Institute of Technology. Amy is also a supervisory board member, nomination and audit committee member of specialty chemicals player IMCD (formerly International-Müller Chemical Distribution).About Arcadia eFuels:Arcadia eFuels is creating net zero carbon fuels that use existing infrastructure and work in existing engines. Arcadia leverages proven technology in a novel way to meet the significantly outpaced market demand.Arcadia intends to build multiple plants that will each produce 80,000 tons (100 million liters or 28 million gallons) of eFuels per year. Specifically, Arcadia will produce eDiesel and electro sustainable aviation fuel (eSAF) to power the hard to abate long haul transportation sectors such as aviation and shipping. Beginning with renewable electricity, Arcadia will make green hydrogen, then combine carbon dioxide from direct air capture and/or other biogenic carbon sources to produce syngas. Further processing produces carbon neutral eFuels such as eSaf, eDiesel, eNaptha, and LPG.The carbon neutral eFuels can be used by existing cars, trucks, ships, and airplanes as a complete replacement for fossil fuels.--Links:www.arcadiaefuels.comwww.project-skypower.org

This week on EAH we have the CEO of C2X. Producing green fuels is no easy business, and among the many challenges, finding that elusive offtake often ranks high on the investor concern list. But C2X is a little different. Backed by A.P. Moller Holdings, the company has a unique understanding of how to find compelling commercial propositions for customers.C2X is also a leader in the development of new large scale green methanol projects. Starting with their flagship project in Louisiana, the company looks to develop projects with both biofuel based green methanol and e-methanol derived from electrolysis and biogenic CO2. This provides a unique perspective on both old and new technologies for green fuel production, and how to close the gap.As our first EAH episode dedicated to green methanol (and its role in fuels like SAF), we couldn’t have found someone better! About Brian Davis:Before joining C2X as CEO in July 2023, Brian enjoyed a 32-year international career at Shell including assignments as SVP of Global Energy Solutions, Head of Corporate Strategy for the Shell Group and SVP of Shell Chemicals. After leaving Shell he served as EVP and Chief Commercial Officer for Marathon Petroleum Corporation based in San Antonio, Texas. More recently, he was a senior advisor to multiple companies around the world focused on scaling up solutions to accelerate the energy transition.Brian earned a degree in Chemical Engineering from the University of Sydney, Australia. He has lived and worked in Australia, the UK, the USA, Turkey, The Netherlands, and Barbados. About C2X: C2X focuses on scaling up the production of affordable green methanol to facilitate transition to use of renewable fuels and renewable chemicals across multiple industries.Links:C2X - www.c2xglobal.comMaersk - www.maersk.comA.P. Moller Holdings - www.apmoller.com

In light of exciting positive policy developments in Australia and the impact on domestic and export sales of green electrons, hydrogen, and ammonia; the EAH team speaks with Isaac Hinton, Head of Australia for InterContinental Energy (ICE), a global pioneer in large-scale green hydrogen development. Isaac unpacks the ‘Future Made in Australia Act’, other Federal and Statewide government initiatives and their impact on the green hydrogen industry. He delved into the positive ramifications for InterContinental Energy projects in Western Australia (WGEH and AREH), and overall Company leadership, partnership and activities intended to truly move the decarbonization needle. About Isaac Hinton:Isaac is the Head of Australia for InterContinental Energy, a global pioneer in large-scale green hydrogen development, now in its 11th year with mega-projects in Western Australia and Oman. Isaac oversees the Company's strategic initiatives, activities, and partnerships in Australia, supporting long-term growth and project implementation. Isaac also chairs the consortia developing the Western Green Energy Hub (WGEH) and the Australian Renewable Energy Hub (AREH).With a career spanning two decades in energy and resources, including over a decade at BHP in various senior roles across Sales, Procurement, Finance and Operations; coupled with his leadership in key Australian green energy initiatives, Isaac brings a wealth of expertise and insight to the renewable energy landscape.About InterContinental Energy:InterContinental Energy (‘ICE’) is an industry leader, with three flagship projects attracting partnerships from energy giants such as Shell, bp, and KEPCO. The company's innovative approach has gained support from major institutional investors such as one of the largest sovereign wealth funds GIC of Singapore, and the largest hydrogen only fund, Hy24. Beyond project development, it has emerged as a leading technology provider through its patented Power to Hydrogen nodal innovation, P2(H₂)NodeTM. --Links:Intercontinental Energyhttps://www.intercontinentalenergy.comEPA Releasehttps://intercontinentalenergy.com/wp-content/uploads/2024/12/20241125-EPA-media-release-FINAL.-Header.pdfWestern Green Energy Hubhttps://en.wikipedia.org/wiki/Western_Green_Energy_Hub

Back by popular demand, Christopher Jackson, Alicia Eastman, and Patrick Molloy speak about the industry highlights and lowlights, expectations for 2025 and what we can do to improve outcomes across the board. Equal parts sweepingly generalist and mind numbing minutiae create the perfect pundit cocktail. Wallow in the bad news and celebrate the bright sides together!--Links:https://www.eahpod.com

The EAH team discuss Sustainable Aviation Fuels (SAF), chemicals, plastics and the route to hydrogen at scale with Andrew Symes of OXCCU. About Andrew Symes:Climate Tech investor and entrepreneur Andrew Symes is focused on net zero technologies. He helped spin out the company and led the first investment round from IP Group in 2021 before joining as CEO in 2022. He was previously Investment Director at IP Group (now Kiko Ventures), an Associate at BP Ventures, and held commercial roles in the BP commodity trading business.Andrew has a first-class Masters degree in Chemistry from the University of Oxford.About OXCCU:OXCCU combines CO2 with H2 and renewable electricity to create sustainable fuels and materials such as Electrolytic Sustainable Aviation Fuel (eSAF), chemicals and plastics. They have developed cutting-edge technological processes and catalysts that could revolutionise the way we produce fuels, chemicals, and biodegradable plastics. They combine CO2 from a variety of sustainable sources with H2 and renewable electricity, resulting in a sustainable and environmentally-friendly energy solution.--Links:OXCCUhttps://www.oxccu.com/about

The EAH team sits down with power pioneer Marco Dell’Aquila, Patient Zero of the hydrogen bug. Under his tutelage, Andrew Leedom, Patrick Molloy and Chris Jackson were motivated to launch their successful and rewarding careers in hydrogen. Alicia Eastman has also found inspiration and an excellent lunch time raconteur. About Marco Dell’Aquila:Marco is an investor, adviser, developer, author and professor with nearly 35 years experience in the energy sector. He is currently the Chief Investment Officer at Protium and he co-founded and chairs Power Capital. Marco is also a Senior Adjunct Professor of Energy, Resources and Environment at the Johns Hopkins University, School of Advanced International Studies and the co-founder of Inspiratia.He co-founded Infrastructure Journal (now IJ Global) in 1997. In the 1990s, he was an Executive Director of General Electric Capital’s projects group based in London, developing and investing in energy projects in the EMEA region. Professor Dell'Aquila has taught at SAIS since 2011 and is a member of the SAIS Europe Advisory Council. As Chairman of inspiratia and previously IJGlobal, Dell’Aquila has spent 25 years as an author and commentator on the evolution of energy and infrastructure markets, as well as regulation and emerging technologies to combat climate change. He has also advised on numerous energy transactions around the world spanning virtually all forms of cleantech and renewables. Marco has a BSc (Tech) in Civil and Structural Engineering from the University of Manchester and an MA in International Relations and Economics from SAIS.About Power CapitalPower Capital is a financial advisory firm which has won mandates of corpus €13 billion since 1997.About Inspiratia UK based Energy and Infrastructure data & analysis provider.--LinksProtium: https://protium.green/team/Inspiratia: https://inspiratia.com/SAIS: https://sais.jhu.edu/Power Capital: https://www.powercapital.ie/