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World Hydrogen Week

September 30 - October 4 | Bella Center, Copenhagen

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Cutting Edge Energy Transition Insights

World Hydrogen North America Conference: Post-Event Report

World Hydrogen North America 2024 was a resounding success, bringing together over 900 attendees from across the hydrogen value chain in Houston. With six content-rich tracks, the event offered something for everyone, covering a diverse range of topics, including tax incentives, political instability, hydrogen hubs, production, community development, tribal land, public transport and hydrogen, hard-to-abate sectors, infrastructure, finance, and risk... and more. Check out our post-event report to see a breakdown of who attended, the key takeaways from the conference debates, the 2024 expert speaker faculty, as well as our sponsors and industry partners.

World Hydrogen North America Conference: Navigating Regulatory Roadblocks and Political Headwinds

World Hydrogen North America 2024 took place in Houston from May 21-23 bringing together over 900 senior level clean hydrogen professionals. The six content-rich tracks covered diverse topics including hydrogen production methods, hydrogen derivatives, end-use, finance, risk, infrastructure and export markets. The event kicked off with a popular pre-conference intelligence day, featuring an insightful session unpacking the latest developments on the Inflation Reduction Act (IRA), where the ongoing debate over 45V tax credits were discussed along with 45Q. There is still a lot of uncertainty for projects as they wait for further announcements from the Department of Energy, there is concern that the elections will hold up announcements even further. Attendees also had the opportunity to participate in interactive group discussions under Chatham House rules, providing a platform for open and candid discussions. While a wide range of topics were covered during the main two days of the event, one overriding theme emerged – policy and regulation. With the looming presidential elections in the USA, political uncertainty looms large over the country. During the keynote speech by Carol Browner, the potential implications of the election's outcome on the future of hydrogen were explored, highlighting the resilience of the industry regardless of the political landscape. Some key takeaways across the main two days include:Simple, cost-effective regulations are needed; overly complex rules could diminish tax credit effectiveness.Call for global policy and certification harmonization to enable cross-border coordination.Community engagement, workforce development, collaboration and trust-building are critical enablers.Global coordination is required to unify fragmented demand and supply of low-carbon fuels like hydrogen.Projects need policy stability and consistency to reach FID; political uncertainty breeds delays.Some major projects progressing without IRA incentives, demonstrating viability. Over $46B in direct hydrogen investments planned through 2030. Despite some stagnation in hydrogen projects this year due to increasing costs, lack of clear regulatory guidance, and difficulties defining incentives, the momentum in the industry remains strong. Attendees and speakers at World Hydrogen North America demonstrated a resolute ambition to overcome these challenges and make these projects a reality. Save the date: 4th Annual World Hydrogen North America, March 31– April 2, 2025, Houston, Texas. www.worldhydrogennorthamerica.com

Hydrogen Markets Americas: A summary

Dive into an electrifying conversation with Shankari SrinivasanVice President of Energy, and Catherine RobinsonExecutive Director of GasPower, and Energy Futures at SP Global Commodity Insights. Together, they unravel the latest groundbreaking trends and pivotal strategies shaping the future of the industry, straight from the Hydrogen Markets Americas conference.This dynamic discussion is part of a series spotlighting the hottest topics from the Hydrogen Markets Americas conference, held on May 7-8 in San DiegoUSA. Don't miss out on the full series—check out the other captivating episodes through the links below!Hydrogen Markets Americas with Alan HayesHydrogen Markets Americas with Bala Suresh

Data quality’s critical role in emissions accounting

When it comes to carbon, the key to understanding opportunities and risks is access to consistent, comprehensive and credible data, writes Kevin BirnCarbon intensity has emerged as a new metric of competitiveness. The interest is driven by the belief that whether through the energy transition, more carbon-intensive assets, companies or commodities could be more exposed to faster-than-expected changes in demand or face new costs from incremental climate policy.Companies and their investors are keenly interested in how they can benefit from this new potential competitive framework, as well as understanding the potential risks. Key to understanding the opportunities and risks is access to consistent, comprehensive and credible data.Companies have been responding to greater interest in these data from stakeholders and regulators with increasing levels of emissions disclosure. But inconsistencies in disclosures, and the carbon accounting frameworks that underpin them, continue to limit the comparability of these data, even when comparing within the same industry.Common sources of inconsistency go beyond scope 1 and scope 2 definitions and can also include how certain emissions are estimated and which factors are used (if they are used), how co-products are treated, and the units used to present the information, with the different units not always readily convertible and thus comparable. The absence of a consistent framework continues to limit the utility of disclosure, leading to an increasing call for greater information. The irony is that more information may only exacerbate the confusion. This challenge is widely recognized by financial companies through to large industrial emitters.At CERAWeek 2024, one of the themes that presented itself around decarbonization and carbon markets was the need for a harmonized emissions accounting framework to support greater comparability across estimates. This is an active area within S&P Global Commodity Insights, which has been sharing detailed methods behind its emissions work to ensure market participants can understand and compare against our growing array of large, standardized datasets.Data quality is another source of inconsistencies between estimates that warrants more attention. For the market to be able to incorporate carbon into business decisions, the information must be believed to be accurate or representative. A greenhouse gas (GHG) emissions estimate, or claim is often based upon a spectrum of information, from observed or metered fuel or energy use to complex models and formulas based on expected or historical performance. Given the array of information often required, it is almost inevitable that some assumptions must be made. For users of these data, it is not clear what level of assumptions are being made between estimates, and thereby affecting the reliability of the result. Given sufficiently high-quality data, estimates of high reliability can be made. Today, however, emissions estimate can exhibit a wide range of rigor. Moreover, users of these data have limited ability to distinguish the differences. This erodes the confidence in these numbers, and the utility of them.Consider the scatter plot of data above contrasting S&P Global Commodity Insights’ assessment of the quality of a number of our own upstream GHG estimates against the corresponding estimate of the carbon intensity. Most of the discussion today about carbon intensity has been one-dimensional: better versus worse or high versus low.The introduction of data quality brings in another dimension and introduces trade-offs. Obviously, highly reliable estimates of lower carbon commodities or assets are desirable in all cases (bottom left in the figure). However, if a carbon intensity estimate is low but unreliable is that still more desirable? Contrast this dilemma to the market today where there is limited ability to differentiate.If the market is to act upon GHG emissions data, it must be believed to be accurate or sufficiently representative. This requires the ability to systematically communicate and track quality. The inability to distinguish quality limits the ability for users to assign value to the relative effort between estimates.For companies reporting their GHG emissions, the ability to distinguish rigor is critical to support investments in estimation improvement, such as projects to measure and monitor methane. This is a particularly important point when the outcome of investments is uncertain and could result in upward revision of emissions.The principles of data and estimate quality are well documented throughout the GHG estimation and life-cycle analysis literature. Most of the work and literature has been focused on self-assessment to identify area of improvement. However, in today’s world the need is to be able to compare.To this end, S&P Global worked with the US Department of Energy National Energy Technology Laboratory to develop a means to communicate data quality. The result was the Data Quality Metric (DQM).The initial DQM was developed with the oil and gas sector in mind. However, the concept of the DQM has broad applicability to GHG estimation and reporting with the appropriate sectoral guidance. The Data Quality Metric was first proposed in a 2022 special report by S&P Global Commodity Insights titled "The Right Measure: A guidebook for life-cycle GHG estimation of crude oil."The DQM assesses quality along two variables – reliability and representativeness – using a five-by-five pedigree matrix. Reliability is the degree to which an estimate can be depended on to be accurate, for example, the comprehensiveness of underlying data; while representativeness refers to the degree an estimate can be expected to reflect reality or to what degree the data represents the asset or assets in question.The system can be scaled from an individual flow, through to an asset and even across a value chain. Throughout, the DQM delivers a consistent two letter grade assessment. In this way, the communication value can be consistent across companies, sectors, and even value-chains, making it easily understood.The DQM is far from a perfect solution as there are far more rigorous means to assess quality. It does, however, provide a balance between granularity and ease of communication. Over time the DQM will evolve as the rigor of estimates improve, and so will our estimation. S&P Global is currently deploying the DQM at scale against its own estimates.The aim is to provide a data quality assessment with each carbon intensity estimate. We are also seeing some traction in the market with this approach. Frameworks similar to the DQM can be found as part of the Open-Hydrogen Initiative, and the advancing US Department of Energy Greenhouse Gas Supply Chain Emissions Measurement, Monitoring, Reporting, Verification Framework.If the market is going to transact on carbon, then it needs to have a consistent framework to compare, contrast and ultimately make choices. Quality needs to be part of that framework. This article was first published in the May 2024 issue of Commodity Insights Magazine

Decarbonization opportunities await

WPC: Energy transition faces discord amid geopolitical pressures

New satellite launched to expose large polluters of methane

Rain brings relief ahead of Panama Canal's dry season

The Panama Canal Authority raised their vessel transits per day to 24 due to unexpected rain in December, and plan to keep it that way until April, the end of the country’s dry season. Jose Arango, Senior Analyst with the Strategic Planning Division of the Panama Canal Authority spoke with SP Global Commodity Insights LIVE about what’s to come, noting that the authority hopes to return to an average 36 vessel transits per day in May depending on water levels.Mr. Arango was a speaker at the Caribbean Energy Conference held in Panama from January 28-31st.

State Department deputy assistant secretary outlines biggest challenges to energy transition investment in the Caribbean

Chris Davy, deputy assistant secretary with the US Department of State’s Office of Energy Transformation, discusses the challenges to investing in the energy transition in the Caribbean and the resources developers are looking at to drive the transition away from fossil fuels.

Feature: Pipeline network crucial to Europe's bold 2030 hydrogen plans

The planned European Hydrogen Backbone pipeline system is becoming increasingly critical to the success of the continent's nascent clean hydrogen economy, with major production project developers orienting plans around the network and offtakers opening tenders seeking pipeline deliveries.The Hydrogen Backbone is expected to reach 31,500 km by 2030, with 40 concrete projects managed by the EHB's transmission system operator members set to be commissioned this decade.TSOs are anticipating a demand boom."There is no risk in my view of overbuild," Co-chair of the European Hydrogen Backbone Maria Sicilia told S&P Global Commodity Insights. "It is rather the opposite. The risk is to not build enough infrastructure to meet our decarbonization goals."Two major European industrial companies have recently announced tenders to buy clean hydrogen to decarbonize operations, in addition to the numerous bilateral offtake discussions taking place for specific projects.Oil and gas major TotalEnergies in September issued a tender to buy 500,000 mt/year of renewable hydrogen for its European refinery operations.And Thyssenkrupp is preparing a tender to purchase up to 151,000 mt/year of renewable and low-carbon hydrogen under 10-year contracts, with lower volumes starting from 2028, for pipeline delivery to its Duisburg steelworks in Germany.Meanwhile, hydrogen production project developers increasingly eye the planned pipeline infrastructure as critical to their success.HH2E secured a connection earlier in January to the European Gas Pipeline Link for the 100-MW Lubmin plant it is developing on Germany's Baltic coast. The company is working on several 100-MW plants in the country, with plans to increase to the gigawatt-scale.Also, Danish green hydrogen company Everfuel in 2023 refocused its strategy on developing large-scale production plants optimized for pipeline connection.The company highlighted a planned hydrogen pipeline between Denmark and Germany as presenting opportunities for the sector, with an anticipated start date of 2028.International pipeline trade The first phase of the Hydrogen Backbone will comprise 52% repurposed natural gas pipelines, with the rest coming from newbuild dedicated hydrogen pipes.The EHB anticipates the network expanding to 57,600 km by 2040, with 59% of this coming from converted infrastructure as the continent switches away from natural gas.Germany has committed Eur20 billion ($21.7 billion) in funds to develop its 10,000-km core hydrogen network, and the Netherlands has broken ground on a first leg of what will become a national pipeline network with cross-border connections.The EHB said its pipeline project could help lower clean hydrogen supply costs by Eur330 billion compared with a hydrogen hub model of localized regional supply and consumption.Europe's 2030 clean hydrogen plans are heavily focused on coastal Northwest Europe, while the Iberian Peninsula also has vast renewable hydrogen potential.Sicilia, who is also Strategy and Planning Director at Spanish gas transmission system operator Enagas, anticipated international pipeline hydrogen trade developing by 2030.The EHB "can create the liquidity and, as a result of cross-border trade, the internal market," Sicilia said in an interview. This would create a "pan-European market for hydrogen where you can compare costs from different regions," with substantial regional variations in price, depending on availability of renewable power resources.The pipeline network can connect low-cost production hubs with demand centers across the continent."It is going to be very different producing hydrogen from solar generation capacity in Spain or from offshore wind in the North Sea or imported from Algeria to Italy," she said.Sicilia highlighted the need for price discovery and benchmarks."Ideally, we would need to have benchmarks and reference prices so as to make the supply cost-efficient, starting with the cheapest resources."The Platts Hydrogen Price Wall shows European clean hydrogen production costs amongst the highest globally, without connections to low-cost renewables. Platts is part of S&P Global Commodity Insights.Supply and demand The EU is targeting 20 million mt/year of green hydrogen use, with half of this coming from imports. It could be a tall order, given the nascent nature of the market as it stands, and assumes sufficient offtake demand to underpin project finances, as well as sufficient availability of renewable power generation.However, the EHB has conducted a bottom-up assessment, finding some 14.7 million mt of hydrogen will be produced in Europe by 2030. This is higher than the EU's REPowerEU target, though sees imports lower.TSOs on average have around a seven-year lead time for projects, with many already underway. Final investment decisions would be needed around 2026-27 for commissioning in 2030, the EHB said.The buildout of the nascent European hydrogen economy is not without its challenges, with recent supply-chain disruptions, inflation and higher costs of capital presenting obstacles.The IEA issued a stark warning on global hydrogen developments in its Renewables 2023 report, expecting just 7% of projects targeting start dates this decade to be online by 2030 as a lack of offtakers hampers final investment decisions for project developers."We take this as a wake-up call," Sicilia said. "You can set goals, but you have to implement the policies and the funding in order to meet those goals."The EU should incentivize hydrogen demand "if we want those projects to make FID in time for 2030," she added.Just 5% of capacity targeting a start date within three years has reached FID, with many projects needing to secure an offtake in order to secure financing, S&P Global hydrogen analyst Matthew Hodgkinson said."While the commitment of public funding to revenue support schemes is encouraging for project developers, demand-side incentives are still required to facilitate uptake of hydrogen in new demand sectors," he said.

The Inside Track X Transportation Fuels, Electrification, and Fuel Alternatives

Listen now as Felipe PerezHead of Latin America Fuels and Refining Research StrategySP Global Commodity Insights sheds light on the key topics of alternative energy sources, energy security, integration towards energy transition and more from the Caribbean Energy Conference 2024. 

Clean Hydrogen: Where will clean hydrogen have the biggest impact?

Alex Klaessig, Senior Director, Hydrogen and Renewable Gas Forum at SP Global Commodity Insights, explores the potential impact of clean hydrogen in different sectors, from transportation and electric power to chemical feedstocks and industrial heat. Finally, Alex addresses how hydrogen developers in the US view the Inflation Reduction Act (IRA) as they await the final guidance.Conferences LIVE

Emerging battery technologies with Susan Taylor & Jesline Tang

The growing use of renewable energy and the phasing out of fossil fuels is creating a large flexibility gap that needs to be filled by clean technologies such as energy storage. Long-term storage technologies are critical to solar and wind power, addressing the challenge of intermittency.While lithium-ion stands as the incumbent, scaling it for extended durations proves costly. Alternative solutions poised to fill this role will need to demonstrate scalable manufacturing and large-scale deployments to meet soaring demand.In this special miniseries of the Platts Future Energy podcast, metals engagement lead Jesline Tang and energy storage analyst Susan Taylor join metals markets reporter Euan Sadden to discuss the evolving landscape of alternative long-term storage technologies, their impact on the battery sector, and how they compare to existing lithium-ion battery systems.More listening options:

World Hydrogen Week

Sept. 30 - Oct. 4 | Bella Center, Copenhagen

Featured trainings

Comprehensive training courses, led by industry experts, in multiple formats and frequencies for professionals across the globe

Global NGL & LPG Market Fundamentals

Singapore, SG | August 20-21, 2024

Energy Transition Industry Fundamentals: Hydrogen, Renewables & Carbon Markets

Dubai, UAE | October 8-10, 2024

Energy Transition Industry Fundamentals: Hydrogen, Renewables & Carbon Markets

Singapore, SG | November 5-7, 2024

All Conferences

JANUARY | Ft. Lauderdale, FL

Platts Aluminum Symposium

The non-ferrous industry’s key moment in the calendar for the entire aluminum value chain.

JANUARY | Santo Domingo, Dominican Republic

Caribbean Energy Conference

Convening organizations from across the hemisphere to discuss energy and electrification in the Caribbean for more than 20 years.

FEBRUARY | London, UK

London Energy Forum

The curtain raiser for the International Energy Week, LEF attracts the most influential energy trading participants, while providing critical insights on net-zero goals and key market trends.

FEBRUARY | Dubai, UAE

World Hydrogen MENA

Hear the latest regional project developments, engage with thought-leaders and policy makers, connect with key off-takers and explore innovative solutions to industry- wide challenges.

MARCH | Houston, TX

World Petrochemical Conference

Established in 1985, the World Petrochemical Conference is the premier assembly of industry leaders, global experts and government officials convening for thought-provoking dialogue and in-depth discussions around the major strategic issues facing all…

MARCH | Germany

World Electrolysis Congress

Exclusively dedicated to electrolyzer technology for clean hydrogen production, this is a fantastic platform to create collaborations and discover the future of electrolysis technology.

APRIL | Las Vegas, NV

Platts Global Power Markets

For close to 40 years this event has been a must-attend for power market investors and developers –where deals get done!

APRIL | Geneva, Switzerland

Geneva Sugar Conference

Bringing together producers, traders, and buyers, the Geneva Sugar Conference has established itself for over a decade as the premier gathering for European sugar industry leaders.

APRIL | Fujairah, UAE

FUJCON

Held biennially in Fujairah, FUJCON is the leading platform for the bunkering industry, convening key stakeholders to address critical market issues and shape the future of the sector.

APRIL | London, UK

World Hydrogen UK

World Hydrogen UK connects policymakers, industry leaders, researchers, technology providers and investors across the hydrogen industry, to address adoption challenges in the UK.

MAY | Houston, TX

World Hydrogen North America 2024

The #1 hydrogen industry event to learn, network, and help shape the future of clean hydrogen in North America and beyond.

MAY | Singapore

Asia Coking Coal Conference

A key part of Singapore International Ferrous Week, this event plays a pivotal role in APAC’s ferrous markets.

MAY | Dubai, UAE

MPGC

For over 30 years, this event has been bringing together the most influential leaders in the Mideast O&G sectors.

JUNE | Denver, CO

Carbon Management Americas

This inaugural event will assemble various communities, from O&G, to tech to finance and more, in pursuit of meaningful decarbonization across economic sectors.

September | Boston, MA

World Electrolysis North America

The premier event for the North American clean hydrogen market, bringing together industry stakeholders to discuss the latest electrolysis technologies, project development, and financing.

SEPTEMBER | Singapore

APPEC

Celebrating its 40th anniversary, APPEC has become the region’s most significant and prominent gathering in energy. The inherent prestige, influence and seniority the APPEC community is the focal point for exchanging ideas and networking.

SEP/OCT | Copenhagen, Denmark

World Hydrogen Week

The largest community of senior hydrogen professionals convenes in Copenhagen for a week of knowledge-sharing, innovation and networking.

OCTOBER | Washington, DC

Nodal Trader Conference

​A must-attend event for high-ranking government officials, investors, senior power traders, utility executives, regulators, ISOs and RTOs.

OCTOBER | Houston, TX

Financing US Power Conference

Annual conference gathering executives from finance, utilities and power generation to discuss the direction of US power development.

DECEMBER | Barcelona, Spain

Global Carbon Markets Conference

A truly global community gathers to pave the way for the growing importance of voluntary carbon markets.

DECEMBER | New York City, NY

Excellence in Energy Conference

A dynamic gathering of industry leaders, innovators, and visionaries shaping the future of global energy through critical debates, innovation showcases, and investment insights.

DECEMBER | New York City, NY

Platts Global Energy Awards

The energy an chemical industries’ annual moment to celebrate their achievements and reaffirm commitments to making the energy of tomorrow a reality.

DECEMBER | Santiago, Chile

World Hydrogen Latin America

Bringing together over 500 hydrogen experts and professionals to explore the region’s challenges and exceptional opportunities in its journey toward becoming a global clean hydrogen powerhouse.

DECEMBER | Stuttgart, Germany

World Hydrogen Mobility

A gathering of over 200 senior-level hydrogen mobility executives coming together to discuss the challenges and opportunities of bringing hydrogen-powered transport to market.