The future of the European hydrogen supply industry lies at the heart of the European Union’s energy policy, demanding the reconciliation of conflicting interests in liberalization, sustainability, and security of supply. This paper analyses the unique challenges faced by the emerging hydrogen...

This paper considers potential import routes for low-carbon and renewable hydrogen (H2) to main European markets like Germany. In particular, it analyses claims made by Hydrogen Europe and subsequently picked up by the European Commission in its Hydrogen Strategy that there will be 40GW of...

In the wake of the gas crisis, in March 2022 the European Council called on the Council and the Commission to examine how ‘an aggregator model / single buyer’ could help reduce gas prices. The Council also said that Member States and the Commission would ‘work together on voluntary common...

This Paper gives the results of the Author’s in-depth analysis of the European traded gas hubs in 2020, as well as explaining the ‘LNG effect’ on increased volumes in Belgium, France, and Spain in particular. The purpose of the analysis is to confirm that the hubs are all still relevant...

This year’s key themes outlook focuses heavily on the resilience of hydrocarbon markets in the face of disruptions of many kinds; how sustainability and energy transition are becoming a strategic political objective that reaches well beyond the energy economy; and the technology elements of...

This paper compares the potential of three countries Morocco, Chile, and Australia to export green hydrogen to the European Union (EU). The three countries are ranked relative to each other based on ten indicators: • The estimated levelized cost of green hydrogen delivery over time • The...

This study explores the structural shifts in Europe’s energy landscape following the loss of over one-third of its natural gas supplies due to the conflict in Ukraine, effectively severing the traditional natural gas trade “bridge” between Russia and Europe. Amidst Europe’s deep...