ICIS Hydrogen Insights

Written by: ICIS Energy Editorial
  • Summary

  • The ICIS Hydrogen Insights podcast features experts from around the world to discuss key hydrogen market topics, including policy developments, regulation, supply, demand and cost of production.

    Copyright 2024 ICIS Energy Editorial
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Episodes
  • Episode 19: Global ammonia market review
    Nov 14 2024

    In episode 19 of the ICIS Hydrogen Insights podcast, hydrogen editor Jake Stones meets with ICIS senior ammonia editor Sylvia Tranganida to discuss today’s global ammonia market.

    The pair review the current supply/demand balance of grey ammonia today and whether this balance could shift in the future, as well as whether price levels from the 2021-2022 commodity price spike are likely to return.

    Looking to the future, Sylvia explains the interest the current ammonia market has in decarbonizing and how renewable and low carbon ammonia trade is developing.

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    22 mins
  • Episode 18: CertifHy’s positive technical assessment, RFNBO trading and Europe’s position in hydrogen
    Oct 14 2024

    In episode 18 of the ICIS Hydrogen Insights podcast, ICIS global hydrogen editor Jake Stones is joined by Matthieu Boisson, managing director for CertifHy, a voluntary hydrogen certification company.

    Matthieu explains the impact of the European Commission’s “positive technical assessment” for RFNBO certifiers, as well as the commercial value hydrogen certificates could hold.

    Beyond this, Matthieu’s experience with companies seeking pre-certification sheds light on where Europe stands as a global market leader.

    Finally, the pair discuss whether there is interest in low-carbon hydrogen certification.

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    27 mins
  • Episode 17: H2Global as a driver of hydrogen market liquidity and trade
    Sep 10 2024

    On 11 July, H2Global Holding and Hintco announced it had accepted Fertiglobe’s bid of €1000/tonne of renewable ammonia into the Port of Rotterdam as the sole winner of the H2Global pilot auction programme.

    In this episode of the ICIS Hydrogen Insights podcast, ICIS hydrogen editor Jake Stones sits with the co-founder of the H2Global mechanism and H2Global Holding and Hincto CEO Timo Bollerhey to discuss the results of the auction, the status of the contract between Fertiglobe and H2Global and the role that the H2Global mechanism plays in the evolution of the hydrogen market. Finally, the pair discuss in detail the conditions around the E-SAF lot for the pilot auction, which received no bidders.

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    31 mins

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