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Adi Bhashyam @abhash.bsky.social · 09/12/2025

BloombergNEF just published its latest battery price survey and the massive drop in stationary storage costs is the most surprising findings for me. We are already seeing this translate into record-low storage auction bids in Italy while longer storage durations are also becoming more viable.

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Evelina Stoikou @evelinastoikou.bsky.social · 09/12/2025

The results from BloombergNEF's 2025 lithium-ion battery price survey are out. Lithium-ion battery pack prices dropped 8% from 2024 to a record low of $108 per kilowatt-hour. Pack prices are now 93% cheaper than they were in 2010.

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Akshat Rathi @akshatrathi.bsky.social · 06/10/2025

There's a growing desire for a product. It happens to be lower carbon. China is meeting it, regardless of where the demand comes from. Gift link: www.bloomberg.com/news/article...

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Mathias Koch @mathiaskoch.bsky.social · 13/03/2025

In a nutshell, a green gases quota ("Grüngasquote") mandates an increased share of "green gases" (which need to be defined) to be sold in the covered sectors. The basic idea is that this ramps up to 100% eventually, perhaps like this.

A chart showing an s-curve of increasing green gases.

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Adi Bhashyam @abhash.bsky.social · 12/12/2024

#Germany just cancelled funding for green hydrogen projects allocated as part of the first EU Hydrogen Bank auction. Apparently because the EU insisted the subsidy can’t be higher than €1.44/kg. www.bloomberg.com/news/article...

bloomberg.com

Germany Scraps €350 Million in Subsidies for Hydrogen Projects

Germany abandoned plans to funnel €350 million ($368 million) into hydrogen projects, putting clean-fuel goals even further from reach.

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Adi Bhashyam @abhash.bsky.social · 06/12/2024

We should expect to see more hydrogen project cancellations over the next years with a few remaining that actually make sense or that survive because they find ways to layer multiple subsidies (eg US tax credits and import incentives in Europe). #energysky

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Adi Bhashyam @abhash.bsky.social · 05/12/2024

If you are interested in spicy takes on the energy transition directly from the BloombergNEF analysts who write the research, give this starter pack (made by @solarchase.bsky.social ) a follow: go.bsky.app/SRQaZno #energysky 🔌💡

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Jenny Chase @solarchase.bsky.social · 04/12/2024

Wait are we all denying being journalists? I can do that too, but I do think 'analyst' is a lot like 'journalist with some spreadsheets'.

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Jenny Chase @solarchase.bsky.social · 03/12/2024

A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here. go.bsky.app/SRQaZno

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Michael Liebreich @mliebreich.bsky.social · 02/12/2024

Today's #HydrogenSoufflé is brought to you by Norsk Hydro. It turns out that there are more promising ways to decarbonise aluminium production, even in a country with endless renewable electricity and a storied role in the history of electrolysis. www.gasworld.com/story/norsk-...

gasworld.com

Norsk Hydro drops green hydrogen investment

Norsk Hydro (Hydro) is to drop investment in green hydrogen and batteries after citing challenging market conditions.

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Adi Bhashyam @abhash.bsky.social · 28/11/2024

Will be interesting to see the network tariffs for the German hydrogen network. Also the slower market ramp up for H2 could mean much of the 9,000km+ pipelines would carry only small amounts of H2 when they become operational in 2032.

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Gniewomir Flis @gnievchenko.bsky.social · 27/11/2024

Heard one of the heads of a pure play hydrogen fund today admit that hydrogen cars “didn’t work out”.

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Adi Bhashyam @abhash.bsky.social · 27/11/2024

Important to note that very little money is actually being given out at the moment and there is no clarity on how the funds will actually be used yet.

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adriawilson.bsky.social @adriawilson.bsky.social · 26/11/2024

DOE’s $2.2B investment in the Gulf Coast & Midwest H2Hubs isn’t just about infrastructure—it’s a bold experiment in using public funding to enable the deployment of key clean technologies. Getting these hubs started is a major step toward clean industrial solutions. www.energy.gov/articles/bid...

energy.gov

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Adi Bhashyam @abhash.bsky.social · 23/11/2024

Co-firing clean ammonia in coal and gas plants is costly and has limited environmental benefits. South Korea just learnt this the hard way: ❌ Only 1 of 5 bidders in its first ever clean hydrogen power auction qualified for final negotiations www.hydrogeninsight.com/power/south-... #energysky

hydrogeninsight.com

South Korea chooses controversial coal plant as sole winner of first clean hydrogen power auction

KOSPO will generate only a tenth of the power that had been tendered by co-firing ammonia

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Adi Bhashyam @abhash.bsky.social · 22/11/2024

Not surprising. The 20Mt goal never had a chance of realistically being met by 2030. This reality check is now having negative consequences too, with Germany trying to reopen discussions on what counts as renewable hydrogen.

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Colin McKerracher @colinmckerracher.bsky.social · 21/11/2024

I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over. I'm sure this will come up again around ~2030. With similar results.

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Adi Bhashyam @abhash.bsky.social · 21/11/2024

BloombergNEF hosted a #hydrogen roundtable yesterday in #Brussels. The discussion focused on the state of the industry and the competitiveness of US and European electrolyzer manufacturing. Some takeaways below:

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