Category: Report

May 29 2024

1H 2024 Hydrogen Market Outlook: Targets Meet Reality

Clean hydrogen production could as much as triple in 2024 and rise 30-fold by 2030. While impressive, it is a far cry from what most governments have envisioned in their strategies.

May 28 2024

Power Market Outlook: East Meets West as Japan Prices Cool

BloombergNEF expects Japan’s power prices to ease in the coming two years – underpinned by nuclear and renewable capacity additions amid sluggish demand. However, a combination of rising solar penetration and variable weather-driven demand spells deepening duck curves and intraday volatility.

May 21 2024

Direct Lithium Extraction on the Cusp of Commercialization

Many companies are utilizing direct lithium extraction (DLE) to efficiently and sustainably extract lithium. If commercialized, the supply of lithium from evaporation and DLE technology will likely be comparable by 2030.

May 20 2024

US Clean Power at “Inflection Point”: BNEF Summit New York

At the latest BloombergNEF Summit in New York, leaders unpacked key themes facing US clean power in 2024 including: siting and permitting of grids, supply chain uncertainty, negative pricing, tax credit transferability, clean form capacity, and demand growth.

May 14 2024

Hydrogen Supply Outlook 2024: A Reality Check

BNEF expects clean H2 supply to skyrocket 30-fold to 16.4 million metric tons per year by 2030, driven by supportive policy and a maturing project pipeline. However, this is still not sufficient to meet most government targets.

May 8 2024

Nature: The New Risk Shaping Sustainable Finance Policies

As policymakers incorporate broader environmental considerations into legislation, banks and investors will be compelled to better understand how to manage nature-related risks in their portfolios and processes.

May 7 2024

Power-to-Liquids Primer: Fuel From Thin Air

E-fuels made from hydrogen and captured carbon dioxide via the power-to-liquids process can boast extremely low emissions compared to fossil fuels, and their capacity is expected to grow through 2030.

May 2 2024

US Coal Plants Face New Rule: Capture CO2 or Shutter

The US Environmental Protection Agency’s final rule on carbon pollution from power plants may not be the boon for carbon capture that it seems.

May 1 2024

EU ETS Market Outlook 1H 2024: Prices Valley Before Rally

BloombergNEF expects the price of EU emission allowances to dip to an average of €65 per metric ton ($70/t) this year, before more than doubling to €146/t by the end of the decade.

April 25 2024

Global Energy Storage Market Records Biggest Jump Yet

The global energy storage market almost tripled in 2023, the largest year-on-year gain on record, and that growth is expected to continue.