JOSE PAREJO & ASSOCIATES’ Post

For energy stakeholders, this information should be scrupulously studied. The 47% cut in Denmark’s hydrogen forecast highlights a critical gap between traditional oil&gas companies' investment needs, and the financial sector. For the financial sector, as capital allocation progressively shifts toward ESG-compliant assets, companies keeping significant exposure to fossil fuels-based portfolios risk seeing diminished investor appetite and a re-rating of their equity valuations. This trend is particularly pronounced in regions where institutional investors and pension funds are under heightened scrutiny to meet sustainable investment mandates. On the other side, the green energy sector, while advancing, is not yet fully mature. The hydrogen market faces project delays, regulatory fragmentation, and evolving policy frameworks that introduce operational risks and capital inefficiencies. These dynamics are impacting investment timelines and return profiles, forcing financial institutions to recalibrate their risk models -- and due diligence processes. Balancing exposure between hydrocarbons and renewables has become a critical task, directly framing capital market performance and financial sector returns. For energy share and stakeholders, the time for half-measures is over. At JOSE PAREJO & ASSOCIATES, we provide strategic intelligence that helps our clients make informed decisions, ensuring they stay ahead in the market; mind this: waiting is no longer an option. #banking #financial #economy #geopolitics #ESG

https://lnkd.in/dBfEcM4Z This interesting study shows that Germany could save more than €4 billion annually from hydrogen production on offshore “energy islands” for the future German energy system. Offshore Energy Islands (OEI's) can reduce costs and increase efficiency in how they integrate offshore wind energy into the EU/German energy systems. Increasingly it is being demonstrated that offshore systems with both a hydrogen gas pipeline and a (bi-)directional power cable is more efficient than installing either/or, this is because surplus energy from the mainland grid can be exported offshore to produce hydrogen (eg. on a bright windless day when solar farms are generating a surplus). Strategic planning is key, but great to see these types of studies highlighting how renewable energy can be best exploited in the Baltic Sea. StreamTec Solutions AG provide project management services for these types of offshore projects and have extensive experience in offshore projects in the Baltic Sea. #OffshoreEnergy, #EnergyIslands, #RenewableEnergy, #GreenHydrogen, #OffshoreWind, #EnergyTransition, #SustainableEnergy,  #HydrogenEconomy, #WindEnergy

TOTALENERGIES ACQUIRES 50% OF ORANJEWIND PROJECT FOR GREEN HYDROGEN TotalEnergies and RWE have partnered on the 795 MW OranjeWind offshore wind project in the Netherlands, with TotalEnergies acquiring a 50% stake. The French energy company plans to use its share of electricity to power 350 MW of electrolyzers, producing about 40,000 tonnes of green hydrogen annually for its Northern European refineries. This move aligns with TotalEnergies' goal to decarbonize its European refineries and reduce CO2 emissions by 5 million tonnes per year by 2030. The green hydrogen production is expected to cut approximately 400,000 tonnes of CO2 emissions annually. The partners have taken the final investment decision on OranjeWind, located 53 km off the Dutch coast. Construction is set to begin in 2026, with full commissioning expected in early 2028. The project will feature 53 Vestas V236-15 MW turbines and incorporate innovative solutions like floating solar and seabed battery systems. Further reading: https://lnkd.in/epjW6_De ⚡ Follow MPS (Modern Power Systems) for all the latest news daily from the global power generation industry ⚡ #MPS #power #energy #offshorewind #hydrogen

Building “energy islands” in the North Sea to produce green hydrogen using 20 gigawatts of offshore wind power can save Germany billions of euros, according to a report by the Fraunhofer Institute for Energy Economics and Energy System Technology (Fraunhofer IEE). “Germany can achieve annual savings of up to 4.3 billion euros by establishing offshore hydrogen production on two energy islands,” which would be connected to 10 gigawatts offshore capacity each, located around 150 kilometres from shore with a limited connection to the power grid, concluded the report. https://lnkd.in/eHQh8R3B #energy #utilities #hygrogen #greenhydrogen #windpower #offshorewind #energytransition

𝐂𝐚𝐧 𝐋𝐍𝐆 𝐚𝐧𝐝 𝐫𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞𝐬 𝐡𝐚𝐫𝐦𝐨𝐧𝐢𝐬𝐞 𝐒𝐨𝐮𝐭𝐡 𝐊𝐨𝐫𝐞𝐚'𝐬 𝐞𝐧𝐞𝐫𝐠𝐲 𝐟𝐮𝐭𝐮𝐫𝐞? Just one week after the 1.8 GW wind auction, South Korea rolls out another  𝟏.𝟏 𝐆𝐖 𝐋𝐍𝐆 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐮𝐜𝐭𝐢𝐨𝐧, signalling a layered approach to energy transition. Unlike renewables, which dominate headlines this week, this LNG auction highlights role of natural gas as a transitional backbone in the Korean energy grid. This auction isn't just about price—projects must score highly on 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲, 𝐝𝐞𝐬𝐢𝐠𝐧, and 𝐫𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲. It’s a 𝟓𝟎/𝟓𝟎 𝐬𝐜𝐨𝐫𝐢𝐧𝐠 𝐬𝐲𝐬𝐭𝐞𝐦 where low costs alone won’t cut it. 💡 South Korea’s message: Scale renewables but secure grid stability today. LNG is still a vital bridge toward a net-zero future, balancing demand as renewables ramp up. 𝐖𝐡𝐚𝐭’𝐬 𝐲𝐨𝐮𝐫 𝐭𝐚𝐤𝐞? 𝐂𝐚𝐧 𝐋𝐍𝐆 𝐚𝐧𝐝 𝐫𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞𝐬 𝐩𝐨𝐰𝐞𝐫 𝐚 𝐛𝐚𝐥𝐚𝐧𝐜𝐞𝐝 𝐞𝐧𝐞𝐫𝐠𝐲 𝐟𝐮𝐭𝐮𝐫𝐞? Let’s discuss! 👇 #EnergyTransition #LNG #Renewables #SouthKorea #SustainableEnergy

FOSSIL FUELS AND CLEAN ENERGY Charts of global energy coming from fossil fuels and consumption (left) based on J.P. Morgan’s updated analysis of Energy Institute data, show: ➡ the percentage of energy the world is getting from fossil fuels has been decreasing gradually over the last half a century as the renewable transition progresses ➡ fossil fuel consumption is declining in USA and Europe, while in China and rest of the world has been growing ✔ clean energy (right chart) has been growing rapidly since 2000, especially wind and solar. ✔ renewables show an exponential growth while fossil fuels global energy consumption has not risen in recent decades even as the demand for energy around the globe has continued to climb. ✔ the energy transition is happening at different paces in different parts of the world. #fossilfuels #oilandgas #renewables #energy #cleanenergy #wind #solar #energytransition #consumption

Region: Bulgaria and Italy strengthen energy cooperation with focus on renewables, hydrogen and market integration #Bulgaria #Electricity #HydrogenProjects #Italy #NuclearEnergy #Region #RenewableEnergySources https://lnkd.in/dPvWXByA

Hydrogen from renewables could save the UK £1.5 billion. In a new article in Forbes, our latest Danfoss Impact Paper is highlighted for showing how flexible green hydrogen production can potentially help save on UK curtailment costs by acting as a valuable means of energy storage and utilization for surplus renewable energy. From January 2021 to April 2023, £1.5 billion has been spent in the UK to curtail more than 6.5 TWh of wind power. But these costs could be slashed by producing green hydrogen during periods of high production of renewables, as a means of supporting demand side flexibility, by making use of otherwise discarded renewable energy generation. As Mika Kulju, President, Danfoss Power Electronics and Drives, explains in the article, “The potential of hydrogen as a clean energy carrier is immense. But it must be produced efficiently to minimize costs, and we must deploy it judiciously. To maximize its impact, which is paramount, green hydrogen should be channeled into sectors where alternatives to fossil fuels are limited, ensuring the greatest reduction in greenhouse gas emissions." Read the article here: https://bit.ly/4bZnEFt #DanfossImpact #GreenHydrogen #EnergyEfficiency #WhyEE #Decarbonization #EnergyStorage #FutureFuel #Hydrogen #CleanEnergy #RenewableEnergy #EnergyTransition

Some 250GW of power generation projects are in the planning and procurement stages in the Middle East and North Africa region. These include renewable energy plants that support some of the planned green hydrogen schemes across several Mena states. Renewable energy plants outperform and outnumber planned fossil fuel-fired schemes, although the latter comprise a sizeable share of the capacity under construction A short analysis of the state of the region's power generation landscape is on MEED.com. #renewableenergy #gas #energytransition #powergeneration #solarpower #wind

Another great article from Danfoss! From January 2021 to April 2023, £1.5 billion has been spent in the UK to curtail more than 6.5 TWh of wind power. But these costs could be slashed by producing green hydrogen during periods of high production of renewables, as a means of supporting demand side flexibility, by making use of otherwise discarded renewable energy generation. This green hydrogen production could be made even more efficient if the enormous amounts of waste heat were utilised. In many cases the excess heat can be used for space and water heating, or for low-temperature industrial processes such as drying, processing hot water, district or domestic heating and product pre-heating etc.