Author: Arnes Biogradlija

Global greenhouse gas emissions grew 2.3% year on year to reach 57.7 gigatons of CO2 equivalent in 2024, according to UNEP’s Emissions Gap Report published in November 2025. Limiting warming to 1.5 degrees Celsius requires those emissions to roughly halve by 2030 relative to 2019 levels. Against that arithmetic, the Climate TRACE data released on May 28, 2026 showing global GHG emissions of 5.1 billion tonnes CO2 equivalent in March 2026, a decline of just 0.1% against March 2025, is a useful and uncomfortable baseline. It is not a crisis data point in isolation. It is, however, a precise illustration…

India’s green hydrogen production currently costs between $4.40 and $4.80 per kilogram in favorable states, against a grey hydrogen equivalent of $2.30 to $2.50 per kilogram. The National Green Hydrogen Mission’s target of $2 per kilogram by 2030 requires simultaneous progress on renewable energy tariff reduction, domestic electrolyser manufacturing scale-up, high utilization rates, and access to concessional finance. That cost gap is the central challenge against which every project announcement in India’s green hydrogen sector must be evaluated. The 4 MW project commissioned by NLC India Limited at Neyveli, Tamil Nadu, executed through a collaboration between Ohmium International and InSolare…

India’s Central Electricity Authority has set a target of 27 GW of pumped storage capacity by 2031-32, part of a broader 74 GW storage requirement across technologies needed to integrate renewable energy at scale. A national roadmap published in early 2026 extends that ambition further, targeting 100 GW of pumped hydro capacity by 2035-36, with cumulative investment projections of Rs 5 to 6 lakh crore. Against that backdrop, the eighth amendment issued by MP Power Management Company Limited on May 20, 2026, to its tender for 500 MW of pumped storage procurement, is not a bureaucratic footnote. It is a…

The Lawson well in central Saskatchewan returned hydrogen concentrations of up to 286,000 parts per million when results were confirmed in January 2026, establishing Canada’s first verified subsurface natural hydrogen system through drilling validated by three independent laboratories. That single data point placed MAX Power Mining Corp. among a small and growing cohort of companies globally that have moved natural hydrogen from theoretical resource to confirmed subsurface occurrence. What happens next is considerably more uncertain, and the company’s latest drilling campaign is the mechanism through which that uncertainty either narrows or expands. MAX Power’s announcement on May 22, 2026, details…

Since the effective closure of the Strait of Hormuz in late February 2026, close to 20% of global LNG supply has been removed from the market, triggering sharp price increases across key importing regions and reversing a trend of market rebalancing that had characterized the 2025/26 heating season. European TTF benchmark futures reached $14.80 per million British thermal units for the week ending April 24, 35% above pre-closure levels. EU gas storage levels have fallen below 30%, nearly 20 percentage points down from a year earlier, underscoring Europe’s vulnerability to further supply shocks. Against that backdrop, the decision by Türkiye,…

Germany recorded 573 hours of negative day-ahead electricity prices in 2025, up from 459 hours in 2024 and 301 in 2023. Each year sets a new record, and the trajectory shows no signs of reversing. Solar PV accounted for approximately 17% of Germany’s total electricity generation in 2025, up from 14% the previous year, and the EU as a whole is expected to reach 414 GW of installed solar capacity by year-end 2025. The structural consequence of this buildout is now visible not just in isolated price spikes but in the distributional shape of wholesale electricity prices, which has changed…

The economics of clean hydrogen have long been trapped in an uncomfortable paradox. Green hydrogen, produced through electrolysis powered by renewables, costs between €4 and €12 per kilogram to produce. Grey hydrogen, derived from natural gas without carbon capture, sits at €1 to €2 per kilogram. The gap between what the planet needs and what the market will bear has defined the hydrogen sector’s central challenge for years. Against that backdrop, Mantle8, the Grenoble-based natural hydrogen exploration company, is making a specific and audacious claim: that geological hydrogen can be extracted at production costs as low as €0.80 per kilogram.…

The moment when wind and solar overtook fossil fuels as the dominant source of electricity in the European Union was not supposed to arrive this soon. Yet wind and solar generated a record 30% of EU power in 2025, exceeding fossil fuels at 29%. That crossover is more than symbolic arithmetic. It fundamentally changes the calculus of electrification, transforming it from a long-run bet into the most rational near-term economic and strategic move available to governments, investors, and industries across the continent. The problem is that this inflection point arrives without a coherent operational framework for what to electrify first,…

The standard cost architecture of green hydrogen production is built around two capital-intensive components: a photovoltaic array to convert sunlight into electricity, and an electrolyser to convert that electricity into hydrogen through water splitting. Each component has its own capital cost, efficiency loss, maintenance requirement, and infrastructure dependency. The electricity generated by the PV array must be conditioned, managed, and delivered to the electrolyser at the correct voltage and current profile. The electrolyser requires deionised water, thermal management, membrane maintenance, and in most configurations a grid connection or battery buffer to handle the variability of solar input. The combined system…

The EU’s Connecting Europe Facility for Energy carries a total grant budget of €5.88 billion for the period 2021 to 2027, making it the primary public financing instrument for cross-border energy infrastructure across the bloc. Against that overall envelope, the €600 million indicative budget attached to the newly launched call for proposals represents a significant but not outsized allocation, reflecting both the selectivity of the Projects of Common Interest and Projects of Mutual Interest framework and the expectation that multiple tranches of funding will follow as the second PCI and PMI list matures. Organised by the Climate, Infrastructure and Environment…