So, my lovelies, I just dropped Version 4 of the Clean Hydrogen Ladder! For anyone new to all this, the ladder is my attempt to put use cases for clean hydrogen into some sort of merit order, because not all use cases are equally likely to succeed. 1/10
By way of background, the ladder is intended to debunk the naive view of clean hydrogen as the Swiss Army Knife of the future net zero economy. Just because you could *technically* do something with clean hydrogen, it doesn't mean you will. Thanks for the image idea, Paul! 2/10
This time round, I have written up the Clean Hydrogen Ladder on LinkedIn, so you can see some of my thinking. In the piece I go through the various types of sector where hydrogen might, or might not, play a role. 3/10
linkedin.com/pulse/clean-hy…
And here are the potential use cases for clean hydrogen in the power system - long-term storage is convincing, other uses less so.
4/10

linkedin.com/pulse/clean-hy…
Next up, aviation and shipping. Not bad, H2-heads, lots of opportunities! Note that shipping is about ammonia, and medium and long-haul aviation is about e-fuels, not hydrogen per se.
5/10

linkedin.com/pulse/clean-hy…
OK, this is the controversial one: if you love fuel cell cars, look away! But I have now upgraded off-road vehicles to a B, and there are some decent niches like remote trains and vintage vehicles. Long distance trucks? Maybe. Other sectors? Nah.
6/10

linkedin.com/pulse/clean-hy…
On fuel cell cars, I just can't resist tweeting these two charts. #H2FC cars are just worse vehicles than BEVs. And the market knows it. It's over.
7/10

linkedin.com/pulse/clean-hy…
There is a huge lobbying push in the UK right now to claim space heating for hydrogen. There might be some niche cases, but in general I'm not feeling it. It's just such an inefficient use of green hydrogen. If blue hydrogen can be zero carbon, maybe.
8/10
linkedin.com/pulse/clean-hy…
Here's a nice summary of what stands in the way of the hydrogen economy (thanks again Paul!). At the top of the ladder, hydrogen has no competition. Below that, a bunch of sectors it will slug it out with biofuels. Then batteries and electricity.
9/10

linkedin.com/pulse/clean-hy…
So. Thanks to everyone who helped refine the Clean Hydrogen Ladder. Keep your comments, critiques and suggestions coming: I will try to reflect them in Version 5.0, which will no doubt be needed. Here's a high-res version for you to download and use! 10/10
drive.google.com/file/d/1lK0dOH…

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More from @MLiebreich

25 Jun
My latest for @BloombergNEF: Climate action - It's The Trade, Stupid. Why free trade and fixing the WTO are more important than carbon border adjustments.
about.bnef.com/blog/liebreich…
Although dealing with carbon leakage is certainly an important question, it is not the most important question. What is critical is to unleash trade to play its full role in support of climate action.
about.bnef.com/blog/liebreich…
How can trade accelerate the uptake of clean technologies? How can it help poorer countries leapfrog to low-carbon solutions? How can it help decarbonize corporate supply chains? These questions will decide the speed, fairness and success of the global net-zero transition.
Read 23 tweets
19 Jun
OK folks, you want zero-emissions construction, forestry and farming machines? The future may be hydrogen, but not as you know it. I spent yesterday with Lord Bamford and his team at @JCBmachines's secret test quarry near Uttoxeter. This puppy burns hydrogen in a thermal engine!
Engineers at @JCBmachines have developed a range of battery machines, which work great if they are not in constant use and have a grid connection. For off-grid, continuous use they tried fuel cells, but found them complex and expensive. Et voila, they developed a hydrogen engine!
I was well impressed. I'm a mech engineer with a thing for fluid dynamics and thermodynamics. The first ever IC engine ran on hydrogen in 1807, but solving all its problems (hotspots producing NOx, steam removal, reliability, etc) is hard. If @JCBmachines has done it, it's a BFD!
Read 8 tweets
17 Jun
This thread by @herdyshepherd1 has been getting a lot of airplay. I'm not a farmer but I have worked on trade and sustainability for over a decade, and I'm an advisor to the Board of Trade. Although I am a huge fan of James's books, I disagree with him on a number of counts. 1/13
2/13. First, it's easy to rebut some of the claims James makes, or at least show that they are not relevant to the trade deal just struck with Australia. And for the record, I find mulesing a repellent practice that has no place in the 21st century.
3/13. Let me also say that I think James and I would agree 100% on the need not just for there to be a competitive farming sector, but one that can contribute fully to the UK's environmental targets, including net zero emissions by 2050 and still be economically successful.
Read 13 tweets
2 Apr
ICYMI because of the launch of Biden's $2tr Infrastructure Plan, the other big news this week was the JRC report on nuclear power which gave it the green light under Do No Significant Harm, clearing it for inclusion in the EU Sustainable Finance Taxonomy: ec.europa.eu/info/sites/inf…
It's not that nuclear power is a climate silver bullet, as silly ecomodernist bros endlessly and boringly claim. In fact, the current generation of nuclear plants has been tested pretty much to economic disruption, as I wrote in this piece in July 2019.
about.bnef.com/blog/liebreich…
The point is that nuclear power is still the largest single producer of near zero-carbon electricity in the EU, responsible for over 25% of all power. At the very least, prolonging the life of existing, safe nuclear plants must be considered a sustainable activity.
Read 22 tweets
3 Mar
Countries responsible for 78% of global GDP will have pledged net-zero emissions by 2050 or (in the case of China and Brazil) 2060. But is the financial system on track to deliver this scale of change? My deep dive on green finance for @BloombergNEF...
about.bnef.com/blog/liebreich…
Over $500 billion went to net-zero compatible sectors last year. But no amount of investment in clean energy and transportation will get the world to net zero if the capital markets continue to invest at the same time in fossil fuel-based infrastructure. about.bnef.com/blog/liebreich…
Back in 2012 I attended the @WEF Global Agenda Councils Annual Meeting in Dubai. Not one of the Agenda Councils on the future of the financial system had #ClimateChange on its radar. If you don't believe me, you can check: www3.weforum.org/docs/GAC/2013/…
Read 40 tweets
3 Mar
Someone please tell me why this is not a big story: London bus drivers are dying from Covid at 2.4 times the national rate for bus & coach drivers. (TfL/ONS data). The Mayor, always banging on about being the son of a bus driver, is the chair of TfL and is seeking reelection. 1/5
Don't believe me? Here's the ONS national data for 2020 showing the national figure for bus and coach driver Covid deaths in 2020 was 70.3 per 100,000.
2/5
ons.gov.uk/peoplepopulati…
By early January 42 London bus drivers had died, out of 25,000. That's 168 per 100,000, making it the nation's most dangerous occupation. Since then the figure has risen to at least 50.
3/5
bbc.co.uk/news/uk-englan…
Read 6 tweets

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