James Burgess

@Bluesky: @jamesjburgess.bsky.social

Energy transition reporter at S&P Global Commodity Insights @SPGCI. Views my own.

[Oil by S&P Global Energy @SPGEnergyOil]

NEW #CommodityTracker: Charts 📊 to watch this week
🛢️ US diesel exports to Europe
⛽ Brazil's LNG imports to rise
🔋 US battery storage capacity rises
and more...

https://t.co/YFIRNAOiLa
#diesel #LNG #EnergyStorage #blueammonia #soybean #Biobunker

[James Burgess @JamesJBurgess]

Orsted scraps Swedish FlagshipONE e-methanol project under development https://t.co/QgkkfV6NGY

[James Burgess @JamesJBurgess]

@Orsted scraps #Swedish #FlagshipONE #eMethanol project just a year after starting construction, citing difficulty securing offtake and escalating project costs. My story for @SPGCI here: https://t.co/QgkkfV6NGY #EnergyTransition @SPGCIEnergy

[Metals by S&P Global Energy @SPGEnergyMetal]

Our latest #infographic explores how Germany, as Europe's top #steel producer, is leading the charge in decarbonizing the sector. Low-carbon steel plants will soon tap into a national #hydrogen pipeline, attempting to slash #emissions.
🗺️ Check it out: https://t.co/8VR2SC6eo6

[Luca Pedretti @luca_pedretti]

Big envy: Very nice #PPA market snapshot done by @SPGCIPower

All in one page: break-even levels, capture rates, price indices, volumes

[James Burgess @JamesJBurgess]

@bp_plc enters final negotiations on planned #BlueHydrogen plant with #UK government:
**BP ready for funding talks for 1.2-GW H2Teesside project
@CostainGroup, @TechnipEnergies to conduct FEED studies into 2025
https://t.co/hAkec0Q3SC
@SPGCI @SPGCIEnergy #EnergyTransition

[Eklavya Gupte @eklavyagupte]

From the third quarter of this year importers of key goods will need to report actual embedded #emissions rather than using default values provided by the EU.
Here is our latest #CBAM #infographic focusing on the emissions intensity
https://t.co/GxD4nNwvk8 #OCTT #OOTT #carbon

[James Burgess @JamesJBurgess]

Here comes #LaNina, and its impact on global #energy and #commodity markets: https://t.co/Q7bb9zARjH

Great infographic from @Euan_SPG @SPGCI @SPGCIEnergy #EnergySecurity

[James Burgess @JamesJBurgess]

Latest #EnergyTransition newsletter from @SPGCI:
** @fertiglobe wins first #German H2Global green #ammonia import tender at Eur1,000/mt
** #Indonesia to start #CCS projects as early as 2026

https://t.co/jsVjyfusY5
@SPGCIEnergy

[James Burgess @JamesJBurgess]

#Germany's H2Global #GreenAmmonia tender has just been awarded to @fertiglobe at Eur1,000/mt delivered Europe. Interesting early price signal for the green ammonia market. My story for @SPGCI here: https://t.co/3dCHfLljym #EnergyTransition

[James Burgess @JamesJBurgess]

Here's the weekly #EnergyTransition highlights from @SPGCI:
**#LowCarbon #hydrogen market tests waters with early shipments
**#European #CCS industry faces delays as challenges stack up
**#German #steelmaker @SalzgitterAG launches green H2 tender
https://t.co/EmY8P14PP7

[James Burgess @JamesJBurgess]

Stunning new infographic from @SPGCI on #Hydrogen trade flows. Early supply contracts and trial shipments, indicates potential future flows. #EnergyTransition https://t.co/SEpsx38de8

[Oil by S&P Global Energy @SPGEnergyOil]

#CommodityTracker : 📊Charts to watch this week
🔷 Eastbound dirty tanker risk premiums
🔷 #Russia as lead supplier for #hsfo
🔷 VCM dropped in May
...and more 🔗https://t.co/dqcvWA4RAR
#RedSeaShipAttacks #carboncredits #HSFO #vcm

[James Burgess @JamesJBurgess]

The recent @EU_Commission #Hydrogen Bank auction results were much lower than expected, sending early price signals to the market. Will green H2 be cheap? Or will consumers have to pay up? Check out the #PlattsFutureEnergy podcast on the topic with me and my colleagues:

[Energy Expansion and Sustainability by S&P Global @SPGEnergyES]

What do recent #hydrogen auctions reveal about Europe's green #energy future? Dive into early pricing insights, market trends, and the sector's evolution in the latest #PlattsFutureEnergy podcast.

🎧 Listen to the full episode: https://t.co/AexFAAB1Fh

[James Burgess @JamesJBurgess]

The EU has confirmed the 2nd #hydrogen bank auction budget of Eur1.2 billion. That's substantially less than the Eur2.2 billion expected, but the EC said some will also go to support imports. See the latest #EnergyTransition news highlights from @SPGCI:

https://t.co/Dnhuq9BMaU

[James Burgess @JamesJBurgess]

Norwegian oil and gas company @Equinor has pushed back target FID for its H2H Saltend blue #hydrogen plant amid government funding uncertainty that has left Humber decarbonisation projects "stranded."
https://t.co/cxhXyLvdFv

[James Burgess @JamesJBurgess]

The barriers and delays to #hydrogen FIDs are well documented and widespread. But a significant number of projects are forging ahead. My feature for @SPGCI on how they're doing this here, with @singh_ruchira and Daniel Weeks:
https://t.co/5NpxsK1Rq6 #energytransition

[James Burgess @JamesJBurgess]

Latest #EnergyTransition highlights from @SPGCI: EU’s Hydrogen Bank auction clears below 50 euro cent/kg, funding 1.5 GW https://t.co/NsDgcGWfsr #renewables #hydrogen

[James Burgess @JamesJBurgess]

CEO of Madoqua Ventures, project partner for the 500-MW winning project in Portugal says "there will always be a green premium associated with 'green' products." Notes the world is moving into "uncharted territory" with hydrogen production at scale from intermittent renewables.

[James Burgess @JamesJBurgess]

The super-low clearing price for the @EU_Commission's 1st #Hydrogen Bank auction reflects a willingness to pay a green premium for renewable hydrogen, along with competitive renewables in Spain, Portugal, Nordics, industry says.