Transition to Cleaner Energies

An insurmountable transition?
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Which future course will key issues and trends take? What is the complex reality behind why they will be that way and are we happy or seeking to present smart realisable and ultimately sustainable solutions where needed...

Transition to Cleaner Energies Page Tags:

An Insurmountable Trasition in the timeframes being set

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Core Basics

Mineral Resources

Mark Mills: The energy transition delusion: inescapable mineral realities Energy expert Mark Mills speaks at SKAGEN Funds New Years Conference 2023

The principles and benefits of electrical autarky • How fully self-sufficient electrical systems can be delivered for residential customers • How “smart energy hubs” can manage every energy flows to deliver a range of solar priority functionalities • The role of high-quality battery energy storage systems in self-sufficient energy systems • The importance of safety and durability in battery-based systems and how this can be achieved in production, design, and installation

Financing the Clean Energy Transition ...

  1. Security
  2. Competitiveness
    • Bullet 1
    • Bullet 2
    • Bullet 3
  3. Sustainability
    • Bullet 1
    • Bullet 2
    • Bullet 3
  4. New Technologies

    5. New technologies include Renewable Energy, but also

    • Hydrogen
    • Carbon Capture and Storage
    • Infrastructure for EV Charging
    • Sustainable Aviation Fuels
  5. Time horizon for investment decisions is long term

    6. Not just what will happen in 3-4 years.

  6. Mergers and Aquisitions M&A

    7. Is Scale driving markets... Volatility isn't good for M&A, Price willing to pay priced willing to accept driving divergence. Large scale global roll of out of renweables capacity. The question for large suppliers is we have projects developed/ developing in the pipeline. Doesn't make sense to consolidate now with so many projects in the inhouse such large pipeline projects. The case for M&A is a different case in a high growth for renewable environment. Increase capability of developing that pipeline... which may mean aquire company with a critical capability and capacity lacking, access to a different geography.... but not consolidations in this climate... Deconsolidation.. Efficiency when renewables sector well developed then consolidation.... Industrial players... Industrials clean up their own energy for their own uses, Oil and Gas producers in the energey business, and Private Equity, with Utilities leading the space as well... Players want access to Renewable Electrons which will be the source of the future... Deconsolidation...ivestment opportunities... Fragemented market, lots of players developing their own projects, but from a bigger profit making concern then they see fragementation. They can focus on their own initiatives and projects.... Space for everyone...

  7. Uncertainities in the market in the M&A market...

    8. Decarbonisation or concerns about interest rates and inflation. How build and develop a large infrastructure project if their is this uncertainty and volatility... Decarbonisation is winning... Decompression.... Developed market is linked to the growth of the economy. Local average set of investable assets... Whereas in renewables market there is high growth universe of companies and that is driving very high multiples... Companies that break multiples before prerevenue cycle... Billions costing projects...Supersized capabilities in companies that never generate any revenue.... These are companies that will succeed will have very high multiples.

    Decarbonisation will certainly win...High growth sector. Requiring trillions of dollars of investment, this investment will come... Appetite for investment is high, valuations will remain robust...

  1. Macros... Should we reopen Coal, build new pipelines, compensation for lack of Gas.... But renewables benefit...

    2. Problem to fix, symptom of problem is energy insecurity and price of energy, but drawing production back home...engineering capacity onshore,., by enhancing renewal capacity. Over reliance on Gas.... A lot of inertia to big moves in Europe... trigger accellerating and enabling investment and reducing the red tape. Focus on on the now, coal to keep homes heated... This reduces carbon stock, so accelerates need for renewables to fill this impending gap in declining fossil fuel assets... Lower resource base has impacted energy drawed finance to fund new capacity... Increasing greater investment... Acceleration of energy acquistion development...

  2. Inflation Reduction Act

    3. Lauded for right direction development simple provisions in IRA, what benefits will have in the energy transition. Regulatory environment that is simple clear and welcoming you to one which is more diffcult. US advantage to Europe.... Policy makers with the right intentions but trying to find a investment-agreeable framework... Styles of capitalism.... Side effect on Europe... EU is a work in progress system. Battling from crisis to crisis to operate and function in a better way. Green Deal announcement, reduce bureaucracy a Renewables Fund to be announced to help investment... Inestors in ivest in the continent. Clear reaction to subsidisation incentives to IRA... Reduction in barriers for permiting... IRA will accelerate that process.....in EU space...

  3. Social impact
    • Energy Poverty - in Africa and India, without access to grid....

      • Infrastructure... not necessarily economic viable to expand grid... Pay for it... Over hospitals or schools... Energy justice decentralised energy solutions not relying on the grid. Government, investors, looking to projects to enable these... Not great investment gain, but major social benefit. Great in Solar PV, and Biogas Biomass Organic Feed stock, from Agriculture... Do things right first time when developing a new national grid....

    • Societal Impact

      • Brazil and Canada have greater conversation about societal impact. Less in Europe.... A metric that investors look at.. Commercial markets investing this is a consideration... Asking the right questions about the whole set of variables they need to take into account when making certain decisions to invest....

    • Renewables in the Future

      • How quickly mindsets have changed - foundations laid for accelration for good actions. First deve Transition tecgnoligies ivestable class that everyone can bet on Banks and conservative investors bet on... Cycle of growth and development... Completely well undersood mainstream low cost benefit. Battery manufacturers communicating and providing services to the grid... Biogass, and Marine cleaning... Emerging Markets - mindset more ingrained, climate isn't the first preoccupation when mouths simpy to feed in emerging markets for renewables... further down the line...

    • Role of investment banking to help get to the positive renewables transition utilisation and mainstreaming...

      • Capital availability bottle knecks banks bring the capital neeeded to available,,, create strcutrue instruments to attract capital available to the project... Banks needed to start it...

    Everyone will have enhancements on their user experience...

    27 minutes in.... Enhancements and productivity on their workflow, projects, augmented workers 10 years in development AI enhancements are in point of culmination... Ultimately, SalesX win whether its Sales Cloud, or CRM cloud - sitting on a lot of data... Sales rep productivity... How does Generative AI not just change Sales function, but does it eliminate sales function.... Yes, but it also enhances everyone remaining or agile to adapt... A future in which no Sales Rep, or Manager doesn't have an AI dedicated to their work.... Close deals factor, manage their day, what accounts to focus on what not...

  4. Example 5
  5. Example 6

Hydrogen and Electrolysers

  1. Cost
  2. L&G market creating efficiencies,,,,
    • Renewable energy generation... Cables and connectors... Hydrogen medium for transporting electricity
      • Renewable energy generation... Cables and connectors round the globe... Hydrogen medium for transporting electricity. Converting renewable energy to Hydrogen has efficiency losses....Applications Fertislisers and refineries, current applications to sustain basic existence...gain. Need carbon intensive in these markets.. How far is the future to the big potential of Hydrogen.. Costs will go down... Hydrogen fundamental food Lumbar chain for molecules... for sustainable aviation fuels, only hydrogen helps do this.. Tested not ruled out till then if not works...
    • Bullet 2
    • Bullet 3
  3. Security
    • Declining Gas resource available and..

      • Decarbonisation Energy mix, seeking to replace coal and sooner or later Gas with. What demand for core exports of countries like Norway. Combine carbon capture and storage with Hydrogen as they reduce dependence on Natural has consumption. Selling Hydrogen as a fuel as a energy source to sell into the markets. Blue Hydrogen (through Fossil- reforming Natural Gas. Blue hydrogen is an industry term for hydrogen produced from natural gas and supported by carbon capture and storage. The CO2 generated during the manufacturing process is captured and stored permanently underground. The result is low-carbon hydrogen that produces no CO2. A byproduct of the oil extraction process. Whereas Green Hydrogen is energy source for the future. Creating a market for Green Hydrogen... requires a Road map and investment plan, and how the market was going to be created. What needed.

    • How Blue Hydrogen is produced

      • Oil and Gas refinery byproduct. Input to further refine your fossil in manufacturing as a gas as part of industrial process. It's usually a catalyst for some other gas state of industrial processes. Like CH4 Methane it can be used for a source of energy. Burn it generates energy and generates makes water. You can burn it and not generate CO2 as a by product. Reforming Natural Gas, or run Natural Gas as a process and seperate Co2 and Hydrogen gas diveted on the other hand. The problem is you have to install a carbon capture and storage facility as well. Rest carbon emissions, and then you have clean Hydrogen on the side. Many people feel this is still maintaining Natural Gas production. Effects of Fossil Fuel production. Still a good way to start a Hydrogen Market and another way of decarbonising other industries sectors clusters... Industrial sectors where there is a big reliance on Hydrogen as a catalyst, carbon capture and storage could be used with other processes. That's what is known as Blue Hydrogen where Hydrogen is produced as byproduct of natural Gas as the input source.

    • How Green Hydrogen is produced - with an Electolyser

      • Water as an input, you apply electricity (another energy source applied there, and your electrolyser will seperate your water molecules seperating your oxygen and Hydrogen as a gas output. This is a clean source of hydrogen as you are not using Natural Has. However, the problem is your using electricity you need an additional energy source. Input. The more expensive that Electricity the more expensive your Hydrogen extraction process / Hydrogen production process becomes through that Electrolysis process.

    • Excess Renewable production for extracting Green Hydrogen

      • Electricity from Solar Farm production. Excess Solar generation where you have surplus and you can't store that in any other way (Battery Storage less developed or practicable... Useful where you originally had to curtail Solar generation and thus wasting capacity. Balance between demand and supply at that time isn't enough to take into account the production. Excess production to power up an Electrolyser. Some of the models of producing Green Hydrogen. However currently there isn't an abundant source of affordable or economical Electrolysers... currently.....in the early 2020s. Renewable free,,,, But in the end what would the cost of the Hydroegn on the open market to cover cost of production. This will evolve... Too easy to be sceptical about the cost of producing Green Hydrogen. There simply isn't enough renewable excess renewable energy available. How do you have a constant stable production of hydrogen with a by nature intermittent Renewable energy generation. Even before Compression and movement costs... So this goes with the cost of Electrolyser source of renweable energy electricity and compression and movement costs. Building production infrastructure, place where its produced, transported to place where its needed. Hydrogen can certainly play a role to store energy when its not needed, and can play a role around some of the bottle knecks on Grid acessess. One can install an Electrolyser, and help it to balance the grid along the way. Green Hydrogen industry will be developed, maybe not in the industrial quantities people will want in the EU/ UK. Challenge of producing huge amounts of renewable power to produce X amount of Green Hydrogen. Or huge amounts of carbon capture and storage installed on Natural Gas to get Blue Hydrogen. However, the more it is produced the more learning curve effects gained in other industries will be replicated for Hydrogen. More Electolyser produced maybe the unit cost of each Electrolyser, the cheaper Hydrogen cost will get and cheaper over time. Whether the Learning Curve will be steep, just as with Batteries the learning curve with Electrolysers and otherwise will occur.

  4. Future of Hydrogen

    5. Powering cars and homes or more in specialist industries... Bigger role at first in addressing the need to decarbonise the big industrial clusters. In the UK Humber and Teeside region. Biggest source of emissions for UK and Northern Europe. Prime places you can use Hydrogen and Carbon capture and storage to have meaningful impact on a whole region and industrial base in the short term. Carbon capture and storage in Steel production. Early applications. Helps decarbonise those industrial clusters.... Balance the grid, in where energy storage is possible. Fixed pattern of transportation from point to point good way to decarbonise ferries etc... Worse offenders on transportation sector such bunker fuel for shipping sector. Hydrogen fuel cells as transportation source of energy e.g. Light Duty vechicles how many fuel stations are you going to need. Heat Pumps rather than Hydrogen domestic boiler...

Storage

XYZ

Storage V Transmission ...

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. Read more or less...

The principles and benefits of electrical autarky • How fully self-sufficient electrical systems can be delivered for residential customers • How “smart energy hubs” can manage every energy flows to deliver a range of solar priority functionalities • The role of high-quality battery energy storage systems in self-sufficient energy systems • The importance of safety and durability in battery-based systems and how this can be achieved in production, design, and installation

XYZ ...

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