Meredith Annex

Head of clean power analysis @BloombergNEF. London based, North Carolina native. Improviser, baker, always excited to talk energy. Opinions are my own.

[Meredith Annex @meredith_annex]

@ThomasNowakEU @heatpolicyrich @BloombergNEF Sorry I missed you @heatpolicyrich! Hope you had a good time at the roundtable! (@ThomasNowakEU too kind!!)

[Lachlan Carey @lachlanrcarey]

"The bill includes a provision to support production of what it calls “clean” hydrogen... This means that, as with the Build Back Better Act, the Inflation Reduction Act could make clean hydrogen immediately competitive with gray production in the US."

[Lachlan Carey @lachlanrcarey]

@EthanAll and his team @BloombergNEF have put together an awesome summary the Inflation Reduction Act. I hope he won't mind me pulling a few choice quotes out from behind the paywall w/ gifs ofc, but if you subscribe, this report is really worth the read
https://t.co/mpUmzKX4Cu

[Albert Cheung @albertwycheung]

Our latest Levelized Cost of Electricity figures are out! Renewables and storage costs have risen year-on-year as much as 14%, due to supply chain challenges and rising input costs.

But you should see the other guy...

Read more:
https://t.co/3CRW9tqCDp

[Adithya Bhashyam @AdithyaBhashyam]

Hydrogen pipelines are happening already.

@Gasunie is now starting construction on the first phase of its national H2 backbone, expected to be in operation by 2025.

https://t.co/g0QOyHqW04

[Meredith Annex @meredith_annex]

Honoured to be speaking on May 10th at the @SEC_Sustainable World Hydrogen 2022 Summit in Rotterdam. I will be presenting highlights from @BloombergNEF’s latest Hydrogen Market Outlook. #WorldHydrogen2022

[Meredith Annex @meredith_annex]

@heatpolicyrich @FullyChargedDan @gnievchenko Another version is around 11min45sec into my talk from BNEF’s London summit last fall! (Link here for a clearer screenshot than I get on my phone: https://t.co/ZKPCGvMlS3)

[Meredith Annex @meredith_annex]

@NatBullard @shaylekann But there are examples of new networks in the US/Canada. Massachusetts has a pilot for geothermal heating that's essential communal/district heat. It's just the challenges mentioned above make it hard wherever you go, and costs for district heat are higher with low CO2 sources.

[Meredith Annex @meredith_annex]

@NatBullard @shaylekann We've seen the data center-district heat opportunity in NL and IE too. In US we've seen district heat around campuses, especially universities and hospitals. Building new networks can be a challenge, because you need dense heat use and demand certainty (for sizing the network).

[Akshat Rathi @AkshatRathi]

Russia’s invasion of Ukraine has brought a wartime energy transition to Europe. How far and how fast can it go when economic and political constraints are suddenly loosened?

The big take, with @MathisWilliam & @johnainger https://t.co/6W0NdSaZTN

[Dan Finn-Foley @DanFinnFoley]

Pawnee Indiana has unexpectedly passed a city-wide 100% clean electricity law. Here’s how every Parks and Rec character reacts to the new decarbonization effort.

/Thread

[Meredith Annex @meredith_annex]

@albertwycheung This is amazing!

[Meredith Annex @meredith_annex]

@trapezoidschme @BloombergNEF I think the report covers these caveats, but it's a fair point. This isn't to say H2 is *the* solution. It may be the only choice for a large ferlizer company, but I haven't done a comparison to myself to wider comparisons of renewables deployment. One for the research pipeline!

[Meredith Annex @meredith_annex]

Ukraine War Makes Green Hydrogen Competitive

My latest for @BloombergNEF. The economics may change, but more companies may view #greenhydrogen & ammonia as viable – especially as a way to reduce gas for social, sustainable and security-of-supply reasons.
https://t.co/46VkTHfWLT

[Meredith Annex @meredith_annex]

Hydrogen - the "magic" fuel. Great video breaking down the potential and challenges for #hydrogen, its potential for #netzero and where we need to see progress this decade. @DeutscheWelle @mrohwerkahlmann
https://t.co/saDO6m6PCS

[Meredith Annex @meredith_annex]

@trapezoidschme @EWaerness @guillaumefouche @BloombergNEF @H2Chile @h2_view @HydrogenEnergy @H2Europe @IEA_Hydrogen @FCHEA_News @israelhurtadoa @MexicoHidrogeno @HidrogenoAragon @H2OHidrogeno We've done analysis on the compatibility of electrolyzers with variable renewables and don't think this will be a major concern. The economics of variable renewables is factored into these costs, but we have other reports and models that include firming options

[Meredith Annex @meredith_annex]

@trapezoidschme @EWaerness @guillaumefouche @BloombergNEF @H2Chile @h2_view @HydrogenEnergy @H2Europe @IEA_Hydrogen @FCHEA_News @israelhurtadoa @MexicoHidrogeno @HidrogenoAragon @H2OHidrogeno I can't speak for other research houses, but in our case blue H2 costs are flat or rising depending on the market. The main driver is that our natural gas team expects the price of natural gas to rise in most markets, which offsets declining CCUS costs.

[Guillaume Fouché @guillaumefouche]

The Hydrogen team at @Bloombergnef led by the great @meredith_annex just published its 10 predictions for #Hydrogen in 2022, in the next posts are the titles, but for more details check-out this link: https://t.co/d06YppHpX5