For more than a decade, BloombergNEF has been forecasting the price of carbon credits under the European Emissions Trading Scheme (EU ETS), and in the latest edition, the forecast breaches the 100-euro barrier for the first time ever. This week, Switched On speaks with Jahn Olsen, lead carbon analyst for BNEF about the factors contributing to this price forecast, and what it means for carbon emissions and the players involved.

This episode is based on the 1H 2021 EU ETS Market Outlook. BNEF clients can access this at BNEF<GO> on the Bloomberg Terminal, on bnef.com or BNEF Mobile.

Switched On is hosted this week by Dana Perkins and Mark Taylor.

For more than a decade, BloombergNEF has been forecasting the price of carbon credits under the European Emissions Trading Scheme (EU ETS), and in the latest edition, the forecast breaches the 100-euro barrier for the first time ever. This week, Switched On speaks with Jahn Olsen, lead carbon analyst for BNEF about the factors contributing to this price forecast, and what it means for carbon emissions and the players involved.This episode is based on the <a href="https://www.bnef.com/insights/25943">1H 2021 EU ETS Market Outlook</a>. BNEF clients can access this at BNEF&lt;GO&gt; on the Bloomberg Terminal, on <a href="https://cms.megaphone.fm/organizations/0bbaaaa6-027b-11e7-b684-3717adf9e9b8/podcasts/17d0d27e-92a8-11e9-9d5e-43538e740cb6/episodes/d676f67c-c555-11eb-b215-5fcfe2ac28f2/bnef.com">bnef.com</a> or <a href="https://about.bnef.com/mobile/">BNEF Mobile</a>.Switched On is hosted this week by Dana Perkins and Mark Taylor.

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins sits down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins sits down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

Carbon to Hit 100 Euros Sooner Than You Think

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ecc63264-0d99-435f-abed-ae3c00067a95/transcript

As part of the Inflation Reduction Act, draft guidance for the US hydrogen production tax credit was introduced in December 2023, with the aim of promoting decarbonization in hard-to-abate sectors and enhancing energy security in the country. While some applauded the draft guidance for preventing greenwashing and driving real decarbonization, others view these requirements as excessive, and fear they could potentially discourage investment in green hydrogen production.

On today’s show, BNEF’s head of hydrogen research, Martin Tengler, hosts a conversation on hydrogen production in the US, with panelists Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation; Claire Behar, Chief Commercial Officer at Hy Stor Energy; Elena Scaltritti, Chief Commercial Officer at Topsoe; and Andy Vesey, President and Chief Executive Officer at Fortescue North America. They discuss whether the tax credit rules are helping or hurting green hydrogen production in the US, the lack of demand incentives compared with the EU, and the role that nuclear could play in the hydrogen sector’s future.

Today’s episode was recorded live at the BNEF Summit New York. To learn more about BNEF’s Summits and to listen to more interviews, please visit https://about.bnef.com/summit/

As part of the Inflation Reduction Act, draft guidance for the US hydrogen production tax credit was introduced in December 2023, with the aim of promoting decarbonization in hard-to-abate sectors and enhancing energy security in the country. While some applauded the draft guidance for preventing greenwashing and driving real decarbonization, others view these requirements as excessive, and fear they could potentially discourage investment in green hydrogen production.
On today’s show, BNEF’s head of hydrogen research, Martin Tengler, hosts a conversation on hydrogen production in the US, with panelists Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation; Claire Behar, Chief Commercial Officer at Hy Stor Energy; Elena Scaltritti, Chief Commercial Officer at Topsoe; and Andy Vesey, President and Chief Executive Officer at Fortescue North America. They discuss whether the tax credit rules are helping or hurting green hydrogen production in the US, the lack of demand incentives compared with the EU, and the role that nuclear could play in the hydrogen sector’s future.
Today’s episode was recorded live at the BNEF Summit New York. To learn more about BNEF’s Summits and to listen to more interviews, please visit <a href="https://about.bnef.com/summit/">https://about.bnef.com/summit/</a>

US Hydrogen Industry at Odds Over Tax Credit Rules

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/76882c6e-6985-4a2e-8260-b16300aac754/transcript

Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification.

On today’s show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF’s renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

2024 Sustainable Aviation Fuel Outlook: Getting Airborne - https://www.bnef.com/insights/33497/view

Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification.
On today’s show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF’s renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
2024 Sustainable Aviation Fuel Outlook: Getting Airborne - <a href="https://www.bnef.com/insights/33497/view">https://www.bnef.com/insights/33497/view</a>

Green Jet Fuel Mandates Lift Demand for Scarce Supply

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40db5ce8-3c8a-42f2-8027-b15c0088ab4d/transcript

China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn’t be worse for the many countries that are looking to onshore clean-tech equipment manufacturing.

On today’s show, Dana is joined by BloombergNEF’s Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government’s drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it’s already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

China’s Clean-Tech Overcapacity Threatens Onshoring Dreams - https://www.bnef.com/insights/33543

Mexico Won’t Be China’s EV Export Hub to US Anytime Soon - https://www.bnef.com/insights/33761

China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn’t be worse for the many countries that are looking to onshore clean-tech equipment manufacturing.
On today’s show, Dana is joined by BloombergNEF’s Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government’s drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it’s already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
China’s Clean-Tech Overcapacity Threatens Onshoring Dreams - <a href="https://www.bnef.com/insights/33543">https://www.bnef.com/insights/33543</a>
Mexico Won’t Be China’s EV Export Hub to US Anytime Soon - <a href="https://www.bnef.com/insights/33761">https://www.bnef.com/insights/33761</a>

China’s Clean-Tech Glut Undercuts US Onshoring Hopes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f685234-66a3-4101-96c6-b15600aea64e/transcript

Carbon to Hit 100 Euros Sooner Than You Think

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