Author: Arnes Biogradlija

Thyssenkrupp’s potential annual carbon certificate costs of €500 million against operating profits of just €260 million expose the financial pressure driving Germany’s steel sector toward hydrogen transition, yet infrastructure delays and policy uncertainty threaten industrial viability across the Rhine-Ruhr region. The disparity between the global green hydrogen market’s projected growth from USD 12.31 billion in 2025 to USD 199.22 billion by 2034 at a 41.46% CAGR and Germany’s stagnant deployment reveals fundamental disconnects between market expectations and operational realities. The Hy Summit Rhine-Ruhr conference in September 2025 highlighted these contradictions, with industry leaders describing an environment where euphoria has shifted…

NAAREA’s validation of plutonium chloride fuel synthesis through collaboration with the European Commission’s Joint Research Centre addresses a critical bottleneck in the molten salt reactor industry, which is projected to reach $41.55 billion by 2031 from $17.71 billion in 2023, growing at a 12.95% CAGR. The French startup’s breakthrough in pyrochemical synthesis of NaCl-PuCl₃ salt from plutonium oxide represents the first systematic validation of proliferation-resistant fuel production methods for fourth-generation microreactors, potentially accelerating commercial deployment timelines across the sector. The technical achievement occurs within a rapidly evolving advanced nuclear landscape where China became the first nation to operate a demonstration…

In 2024, the EU absorbed 70 percent of the UK’s crude oil exports—worth £11.4 billion—and nearly all gas exports at £3.9 billion. This heavy reliance on European buyers places the UK oil and gas sector at the center of the EU’s Methane Emissions Regulation (MER), a law that could reshape trade flows by 2030. With methane now a pivotal metric in energy diplomacy, UK exporters face regulatory gaps that threaten their commercial position. The MER introduces methane intensity standards for imports of oil, gas, coal, and eventually fossil-based hydrogen with carbon capture. Importers bear the compliance burden, but producers supplying…

The global transportation liquid hydrogen market is projected to reach $10 billion by 2032, growing at a 21.44% CAGR, creating an opportunity that Paul Louis Kiesow believes justifies his ambitious entry strategy. At 20, the CEO’s €10 million Qatari-backed venture proposes 60,000 cubic meter hydrogen tankers—vessels that would dwarf current capabilities yet remain modest compared to those of established competitors. WATCH THE FULL INTERVIEW HERE Scale Disparity Reveals Strategic Positioning Kiesow’s proposed ship capacity positions his venture between current demonstration vessels and the ambitions of industry leaders. Kawasaki’s pioneering SUISO FRONTIER operates with a 1,250 cubic meter tank, while the…

In 2024, more than 20% of announced hydrogen projects in Europe were halted or cancelled, according to Westwood Global Energy. The latest casualty is ScottishPower, Iberdrola’s UK subsidiary, which has suspended development of its Cromarty (10.6 MW) and Whitelee (7.1 MW) green hydrogen plants, despite having secured support under the UK’s Hydrogen Allocation Round (HAR1). Both projects were part of a £2 billion revenue support package designed to narrow the cost gap with fossil-derived hydrogen. The company cited a “complicated business environment” and “limited commercial opportunities,” echoing Iberdrola chairman Ignacio Galán’s warning at Davos that momentum for green hydrogen had…

Thyssenkrupp Nucera paid less than €10 million to acquire key technology assets from the insolvent Danish electrolyser manufacturer Green Hydrogen Systems, completing a strategic transaction that underscores the pressures facing smaller players in the alkaline water electrolysis sector. The deal, which includes intellectual property and a full-size prototype test facility in Skive, Denmark, reflects broader consolidation patterns in a market where the global alkaline water electrolysis market size is estimated at USD 1.75 billion in 2024, set to expand to USD 4.75 billion by 2033, growing at a CAGR of 11.73%. The acquisition enables thyssenkrupp nucera to strengthen its pressurized…

With 44 gigawatts of renewable energy capacity ready for deployment but lacking Power Purchase Agreements, India confronts a market paradox that exposes fundamental structural weaknesses in the world’s third-largest energy system. The stranded capacity represents approximately $44 billion in investment based on typical renewable project costs of $1 million per MW, highlighting how demand-side failures are undermining the country’s ambitious clean energy transition despite recording 28.64 GW of renewable energy capacity additions in 2024, a 119.46% year-on-year increase. The contradiction becomes stark when examined against India’s energy consumption trajectory, projected to grow at over three percent annually for two decades…

The global sodium ion battery market was valued at USD 270.1 Million in 2024 and is set to grow at a CAGR of 26.1% from 2025 to 2034, creating significant opportunities for new entrants like Estonia-based Freen OÜ, which has launched its latest generation of sodium-ion battery storage systems targeting European markets with a strategic focus on Germany. The BSH and BSL product lines represent Freen’s entry into a rapidly expanding sector driven by supply chain diversification concerns and cost optimization requirements. Unlike lithium-ion alternatives, these systems avoid critical material dependencies while offering competitive pricing structures that challenge conventional assumptions…

Saudi Arabia targets 1.2 million tons of green hydrogen production and 10% of global demand by 2030, yet renewable energy currently generates just 1% of the kingdom’s electricity, while oil exports represent 82% of total exports. This stark contradiction highlights the central tension in Saudi Arabia’s energy transition strategy, where climate ambitions compete directly with economic fundamentals that generated 73% of government revenues in 2024. The Middle East green hydrogen market was estimated at USD 168.4 million in 2024 and is projected to reach USD 1,254.8 million by 2033, growing at a CAGR of 22.8%, positioning the region for significant…

Germany’s transmission and distribution system operators now face over 500 GW of battery energy storage system connection requests, representing more than eight times the country’s peak electricity demand. This surge from 340 GW in February to 470.5 GW across four TSOs and three DSOs reflects fundamental systemic failures in grid connection procedures rather than genuine market development, according to industry analysis. The battery energy storage systems market in Germany is expected to reach $2.27 billion by 2030 with a compound annual growth rate of 30.7%, yet current grid connection processes create artificial bottlenecks that distort actual deployment timelines. Almost 600,000…