Author: Arnes Biogradlija

In 2023, the global electrolyzer market hit $5.8 billion; projections show it will reach $8.5 billion by 2027. Yet, 78% of planned projects focus on gigawatt-scale installations. This fixation on size might be the industry’s biggest strategic error since the 1970s hydrogen economy hype. A deeper analysis reveals a startling reality: while mega-projects grab headlines, modular systems under 10MW demonstrate 37% better capital efficiency and reduce project timelines by 64% on average. The Economic Blindspot Consider this: A typical 100MW centralized electrolyzer installation requires $145 million in upfront capital and 30 months for completion. Meanwhile, the modular approach to manufacturing—splitting…

In an era where green energy dominates headlines and shapes policy, Lars Schernikau brings a perspective that challenges our fundamental assumptions about energy transition. As an energy economist and commodity trader who’s witnessed energy markets evolve across Europe, Africa, Asia, and the Americas, his insights force us to confront uncomfortable questions about our path to a sustainable future. WATCH THE FULL INTERVIEW The Physics We Can’t Ignore “There’s a physical limit,” Schernikau emphasizes early in our conversation, addressing the common belief that renewable technology will follow the same exponential improvements we’ve seen in computing. “Energy does not follow Moore’s Law.…

In an era where every company’s logo has gone green, and sustainability reports are thicker than phone books, one uncomfortable truth remains: most corporate environmental claims are about as solid as a sandcastle at high tide. While businesses rush to paint themselves in various shades of green, few are willing to face the cold, hard math of their environmental impact. WATCH THE FULL INTERVIEW The Corporate Sustainability Game Here’s an inconvenient truth: up to 90% of corporate emissions hide in what’s called “scope 3” – the environmental equivalent of sweeping dirt under the rug. While companies trumpet their LED lighting…

As the aviation industry scrambles to find sustainable solutions, hydrogen-powered aircraft have emerged as the darling of eco-friendly aviation promises. But beneath the shiny veneer of “zero-emission” marketing lies an uncomfortable truth: hydrogen aviation is shaping up to be one of the industry’s most expensive pipe dreams. WATCH THE FULL INTERVIEW The Physics Don’t Lie Let’s start with an inconvenient truth: hydrogen hasn’t changed its properties since the beginning of the universe. And those properties are exactly what makes it such a problematic aviation fuel. While hydrogen boasts impressive energy content by weight, its volume efficiency is abysmal. To power…

In a presentation at the 2024 EAGE Global Energy Transition Conference, geologist Arnout JW Everts from AEGeo unveiled a comprehensive framework for understanding natural hydrogen occurrences that could revolutionize our approach to clean energy development. A New Classification System Everts’ research introduces three distinct “play types” for natural hydrogen, offering crucial insights for both exploration and commercial development: Commercial Viability and Future Potential What makes this research particularly valuable is its practical focus on commercial development potential. Everts meticulously analyzes each play type’s capacity to meet industrial hydrogen demands, concluding that Reservoir-Trap-Seal configurations show the most promise for large-scale commercial…

The year is 2024, and over 60 companies worldwide are frantically drilling holes in the ground, chasing what could be humanity’s holy grail of clean energy – natural hydrogen. There’s just one small problem: they might be looking for something that doesn’t exist. WATCH THE FULL INTERVIEW “They drilled 24 wells in Mali between 2017-2019, with no commercial flow from any well except the original accidental discovery,” reveals Vitaly Vidavskiy, a geoscientist with over 35 years of experience in the field. “The forecast is quite gloomy… investors will get disappointed to the degree of pulling out.” This isn’t just another…

Donald Trump’s victory in the 2024 U.S. presidential election could have significant implications for the future of hydrogen energy in the United States. The incoming administration’s stance on hydrogen technology, particularly in the automotive sector, appears to be skeptical and could potentially reshape the country’s energy landscape. Trump’s Stance on Hydrogen During a recent rally in Michigan, Trump made a controversial statement about hydrogen-powered vehicles, pledging to end their production. He claimed, “You’re going to build electric cars and you’re going to build all kinds of cars except hydrogen. There will be no hydrogen. They tend to blow up. And…

In an era where hydrogen is being hailed as the silver bullet for decarbonization, chemical engineer Paul Martin drops a sobering truth bomb: we’re watching history repeat itself, but this time with taxpayers footing a multi-billion dollar bill for what he calls “hydrogen hyperbole.” WATCH THE FULL INTERVIEW The Inconvenient Truth About Green Hydrogen The stark reality? After decades of development and massive, largely public funding, many leading hydrogen companies have never turned a profit. With 30 years of hands-on hydrogen expertise, Martin argues that the current hydrogen rush bears an unsettling resemblance to the blockchain bubble—lots of promises and…

While the world debates the merits of solar panels and wind turbines, a quiet revolution is brewing in the clean energy sector: nuclear-powered hydrogen production. This unlikely marriage of technologies could be the key to unlocking a zero-emission industrial future, and Canada is at the forefront of this transformation. WATCH THE FULL INTERVIEW The Perfect Marriage: Nuclear and Hydrogen The concept is deceptively simple: take a nuclear power plant’s two main outputs – clean electricity and high-temperature steam – and use them to split water molecules into hydrogen and oxygen. This process, known as high-temperature steam electrolysis, could revolutionize how…

In the rush to embrace hydrogen as a clean energy solution, we might be putting the cart before the horse. This stark warning comes from George Verberg, former CEO of Gasunie and past president of both the European Gas Association and the International Gas Union. With over eight decades of experience in the energy sector, Verberg’s perspective on the current hydrogen infrastructure push is both sobering and enlightening. WATCH THE FULL INTERVIEW The Pipeline Problem The European Union’s ambitious 2030 timeline for hydrogen pipeline infrastructure faces several critical challenges that many aren’t discussing openly. According to Verberg, the current cost…