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Ensin Northvolt, nyt vety.. EU:n cleantech-keskustelussa on selvästi siirrytty kriittisempään vaiheeseen (syystäkin) ja tunnelmat alkaa olla kuin Pohjoiskaarteen faneilla eilisen Kreikka-ottelun jälkeen: “Yes, the EU is home to the world's most advanced policy framework for the energy transition, with bold targets for 2030 and 2050 and a new set of 2040 targets currently under discussion. But what is actually happening in the real economy? We need to have a hard, honest look at what is working and what is not. Otherwise, what is supposed to be evidence-based policymaking risks turning into policy based evidence-making - or simply wishful thinking?” #akku #vety #teollisuuspolitiikka #investoinnit #EU

EUROPEAN CLEANTECH NEEDS A REALITY CHECK 🚨 Written with Ann Mettler As the EU gears up for a new Clean Industrial Deal, it's time for a "by-the-metrics" analysis of the gap between ambitious targets and realities on the ground. Restoring competitiveness will prove impossible without corresponding deployment and scaling of clean technologies. That's why a fact-based and real-time 'reality check' is not only in order but long overdue. 🇪🇺 Yes, the EU is home to the world's most advanced policy framework for the energy transition, with bold targets for 2030 and 2050 and a new set of 2040 targets currently under discussion. ⁉️ But what is actually happening in the real economy? We need to have a hard, honest look at what is working and what is not. Otherwise, what is supposed to be evidence-based policymaking risks turning into policy based evidence-making - or simply wishful thinking? 🏭 In our latest collaboration with Cleantech for Europe, with analytical support from Systemiq Ltd., we will be publishing a series of brief, fact-based Cleantech Reality Checks on key technologies for Europe's energy transition, its future resilience and competitiveness. 🧪 The first edition looks at the state of Europe's much-hyped hydrogen economy. Apart from a Hydrogen Bank, Hydrogen Valleys, Hydrogen Alliance, IPCEI Hy2Tech, countless conferences and announcements, what do we actually have to show for? 📊 Our reality check assesses the hydrogen project pipeline, final investment decisions (FIDs), cost-competitiveness, demand generation and market dynamics, shedding necessary light on a performance that has hitherto lingered largely in the dark. 🛢️✈️🚢 And we even dig deeper, zeroing in on three key hydrogen end-uses: oil refining, e-SAF for aviation and e-fuels for shipping. 🚥 While some slow progress is happening at refineries - already major consumers of (grey) hydrogen - eSAF projects will not reach FID unless they are given a final push to get through the finish line. Meanwhile, policy flexibility in shipping creates incentives for a switch to fossil LNG rather than near zero-carbon efuels like methanol and ammonia. 💡 Find out more here https://lnkd.in/eXMRreGD and stay tuned for the next Cleantech Reality Check, which will serve up some ⚡️ electrifying ⚡️ data nuggets following #COP29. European Commission European Investment Bank (EIB) Jules Besnainou Breakthrough Energy Mariano Berkenwald, Philipp Offenberg, Alison Menon Mario Fernandez James Blake Cody Evans  Laetitia de Villepin, Lukas Marthaler, Abindra P. S. , Philip Lake, Eveline Speelman  Amy Chiang, Amy Hebert Amy Harder, Anne-Laure de Chammard, Johannah Christensen, Tanja Ebbe Dalgaard, Marjan Rintel, Lise Duetoft Topsoe Sunfire, INERATEC , Siemens Energy, Battolyser Systems, Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping, Renewable Hydrogen Coalition, Global Maritime Forum, Transport & Environment (T&E) France, Project SkyPower

🌍 Cleantech Reality Check: Building the EU industries of tomorrow 🚀 Another week, another milestone! We’re thrilled to have provided the analytics for the Cleantech Reality Check, a series of publications by Breakthrough Energy and Cleantech for Europe, assessing how well (or not well) the EU is advancing key clean technologies. This timely initiative comes at a pivotal moment for Europe’s industrial and climate ambitions: 📋 The Draghi Report emphasizes the urgent need to transform the EU’s cleantech innovation into sustained global competitiveness. 🇪🇺 The European Commission kicks off its 2024–2029 term, shaping a Clean Industrial Deal to drive net-zero industries. The Cleantech Reality Check dives deep into deployment progress (project pipelines, investments, green premiums) and the readiness of enabling environments to scale technologies. This first edition spotlights Europe’s hydrogen economy, featuring three case studies: 1. Low-carbon fuels for maritime shipping (green ammonia and e-methanol) 2. Sustainable Aviation Fuels (e-SAF) 3. Low-carbon hydrogen for refineries The first Cleantech Reality Check reveals the EU is at risk of missing 2030 targets for clean aviation and maritime transport unless the rollout of critical clean technologies accelerates. Key takeaways include: 🏭 Refineries, major consumers of (grey) hydrogen, show some early progress toward lower-carbon alternatives and could be instrumental in driving economies of scale ✈️ e-SAF projects remain stuck at the brink of FID, needing a final policy and investment push. 🚢 Policy gaps in shipping risk incentivizing fossil LNG over near-zero-carbon alternatives like methanol and ammonia. The message is clear: while progress is underway, Europe must address critical bottlenecks to maintain leadership in the cleantech revolution. Well done to our partners and to the team for this much-needed work! Breakthrough Energy Julia Reinaud Mariano Berkenwald, Cleantech for Europe Jules Besnainou, and Systemiq Ltd. Laetitia de Villepin Philip Lake Maximilian Held Lukas Marthaler 🔗 Read the full report here: https://lnkd.in/enFxWFsh and stay tuned for the next Cleantech Reality Check!

⚠️ Cleantech Reality Check: Is Europe Off-Track in Building Industrial Capacity ⚠️   As the EU prepares to welcome a new European Commission and roll out the promised Clean Industrial Deal within its first 100 days, our latest research collaboration with Breakthrough Energy , based on analysis by Systemiq Ltd., reveals we are off-track in building clean aviation and maritime transport capacity.  The Cleantech Reality Check is a new series of reports offering policymakers a “by-the-metrics” accounting that examines where Europe stands on scaling up several promising clean technologies. It’s clear that without an accelerated rollout, Europe will miss critical 2030 targets for crucial clean industrial sectors. The first Cleantech Reality Check focuses on where Europe stands on the emergence of renewable #hydrogen and its derivatives for transportation. Key findings include:  🚢 Maritime E-Fuels (i.e., e-ammonia, e-methanol): Only two projects for shipping have reached final investment decisions (FIDs). We need rapid demand growth for zero-emissions fuels to meet the 2030 target of 3 million tonnes.  ✈️ Sustainable Aviation Fuel (#SAF): No projects have reached final investment decision (FID), putting EU targets at risk. However, scaling SAF could unlock a global market worth €350+ billion by 2050.  🏭 Hydrogen for Refineries: Promising early progress with 60+ projects announced, yet Europe must ensure the momentum to scale this sector continues. Europe’s clean transition demands a reality check. As Mario Draghi’s landmark report warns, a loss in industrial competitiveness represents an existential threat to Europe’s climate ambitions and future prosperity. To stay globally competitive, the EU must act decisively, addressing regulatory certainty, support for first-of-a-kind projects, and scaling strategies.  🔗 For more, download the Cleantech Reality Check: https://lnkd.in/ekqBcnuB Ann Mettler Julia Reinaud Mariano Berkenwald Philipp Offenberg, Alison Menon Laetitia de Villepin Lukas Marthaler Abindra P. S. Philip Lake, Eveline Speelman Amy Chiang, Amy Hebert, Anne-Laure de Chammard Johannah Christensen Tanja Ebbe Dalgaard, Marjan Rintel Nils Aldag Tim Boeltken Lise Duetoft Arcadia eFuels Siemens Energy Battolyser Systems Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping Renewable Hydrogen CoalitionGlobal Maritime Forum Transport & Environment (T&E) France Project SkyPower Topsoe Sunfire

We were honored to be included in the delegation of B-20. business leaders partaking in the Energy Transition discussions held along the G20 Brasil 2024 ministerial meetings. Ana Cabral was one of the Representatives of the B-20 working group in energy, which included all segments: ethanol, biogas, SAF, critical minerals and its industrial materials. They met with the Ministers of Energy Ministério de Minas e Energia Alexandre Silveira of Brazil and US Jennifer Granholm during one of the G-20 events. Sigma’s Zero Carbon / Zero Tailings Greentech Lithium Industrial plant was a “highlight”During the discussions of critical minerals/ industrialization of materials: demonstrated Brazil’s competitive advantages in enabling a “truly green” and sustainable global energy transition.

We are delighted to announce the launch of G20 Brasil 2024 T20 Brasil policy brief on Decentralized Renewable Energy Systems, which highlights how decentralized renewable energy (DRE) is a catalyst for transforming economies and addressing energy inequity, in strategic alignment with economic resilience and local innovation. 💡 The brief features practical models for financing DRE and integrating it into broader economic recovery efforts, particularly in underserved regions. This is where real progress lies—unlocking potential through tailored energy solutions that drive both climate action and local growth. 👉 https://lnkd.in/ggqsEGuN Syed Munir Khasru, Gauri Singh, Dr. Vibha Dhawan, Shailly Kedia, Dr. Sarwat Chowdhury TERI - The Energy and Resources Institute International Renewable Energy Agency (IRENA) The Institute for Policy, Advocacy, and Governance (IPAG)

Exciting insights from RMI’s latest research: The Global South is outpacing the Global North in cleantech deployment! 🌍⚡️ 🌟 73% of these countries are in the "sweet spot"—middle income, fossil fuel importers, low energy demand, and rich in renewables. 💡 A remarkable 87% of their generation capex is already invested in clean energy. 🚀 They're racing up the S-curve of renewable deployment; solar and wind additions are set to soar by nearly 60% this year to over 70 GW! With capex parity and support from Chinese supply chains, the door to a clean energy revolution is wide open. The Global South isn't propping up the dying fossil fuel system—they're harnessing cleantech for growth and prosperity. But to truly shift the trillions needed, we must reduce the cost of capital and break down barriers to investment. Check out the full presentation here: https://lnkd.in/epuE_Md4 Kudos to Vikram Singh and team Kingsmill, Daan Walter, Sam Butler-Sloss

The Global South is deploying cleantech faster than the Global North. 73% are in the sweet spot of change - middle income, fossil importer, low energy demand, huge renewables. 87% of generation capex is already on clean energy. They are racing up the S-curve of renewable deployment; solar and wind additions will be up this year by nearly 60% to over 70 GW. Capex parity and Chinese supply open up the door to change. So the Global South will not prop up the dying fossil fuel system, but will ride the cleantech revolution to growth and prosperity. Our latest presentation below https://lnkd.in/e86QqiCW

Holy smokes! What a paper! Last year I told a room of activists, policymakers and innovators in Dhaka that Bangladesh would be able to "leapfrog" Western countries by scaling up clean energy, transport and food. https://lnkd.in/ewpS-mz8 Now this fascinating analysis by RMI examines some of the latest data charting how rapidly the landscape is shifting. No one is pretending it's going to be 'easy' for the Global South to transform, but the data shows that the conditions of disruption are driving rapid transformation regardless. This is a huge, unprecedented opportunity space, and it shows that many Global South countries are in pole position. Let's go! #energy #renewables #cleanenergy #renewableenergy #energytransition #transformation #cleantech

"L&T Ignites Green Future: Leading 4% up move in stock." Let’s see why 1. Indigenous Production Breakthrough: L&T's launch of its first locally made hydrogen electrolyzer in Hazira marks a significant step towards self-reliance and supply chain stability, enhancing its market and stock value. 2. Tech Advancement & Expansion The electrolyzer's high capacity and scalability, with a potential to produce 200 Nm3/Hr of hydrogen, underscore its efficiency and future growth prospects in the clean energy sector. 3. Green Hydrogen Leadership L&T's investment in green hydrogen, a sustainable energy source, aligns with global environmental goals, drawing investor attention to its commitment to reducing carbon emissions.  L&T's innovations fuel the clean energy sector's growth, inspiring widespread adoption of sustainable solutions for a greener future.