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It seems like only yesterday that a mysterious new program called Energy Earthshots was in the works for the US Department of Energy, and everybody was wondering what that could possibly be. The curtain has now lifted and the answer is clean hydrogen. If you’re thinking why clean hydrogen and not green hydrogen, that’s a good question. The answer could make fossil energy stakeholders very happy or very, very sad.

Green Hydrogen Vs. Clean Hydrogen

For those of you new to the topic, hydrogen is the cornerstone of the modern industrial economy. The booming market for hydrogen fuel cells is just one slice of a huge chemical pie that includes agriculture, food processing, and refining, among other areas.

The problem is that almost the entire global supply of hydrogen comes from natural gas and coal.

However, not for long. Low-cost renewable energy has fostered a rosier economic outlook for new and more sustainable hydrogen sources, aka green hydrogen. Most of the activity is concentrated in the field of electrolysis, which refers to systems that deploy electricity to tease bubbles of hydrogen gas out of water.

This is what is known as green hydrogen. Other renewable hydrogen sources include biomass, biogas, municipal wastewater, and municipal solid waste.

The idea of producing hydrogen from reclaimed industrial gasses and plastic waste is also catching on. That’s more sustainable than using virgin natural gas or coal to produce hydrogen, though much of the foundational feedstock is still fossil-based and not renewable.

Then there’s a public relations gimmick cooked up by fossil energy stakeholders, in which you still produce hydrogen from natural gas or coal, but you hook it up to a carbon capture system and call it “blue” hydrogen, which supposedly translates into “clean” hydrogen.

I know, right? We think so, too.

So What Is It, Green Hydrogen Or Clean Hydrogen?

All else being equal, the “clean hydrogen” referred to in the new Energy Earthshots initiative could include support for fossil-sourced hydrogen with carbon capture, as well as reclaimed hydrogen from wastes.

However, last week CleanTechnica eyeballed the Biden administration’s FY 2022 budget proposal, and we took a quick look back the Energy Department’s green hydrogen initiatives during the administration of former President and accused insurrectionist Donald Trump, and then we connected the dots to current Energy Secretary Jennifer Granholm’s pronouncements about renewable hydrogen earlier this year, and our conclusion is that when Energy Earthshots says clean hydrogen, they may be leaving a bit of wiggle room for fossil sources, but probably not all that much.

Get Ready For The Hydrogen Shot

The name “Earthshots Initiative” is a play on the successful 20th century Moonshot venture that shot US astronauts into space before anybody else got there, and the Energy Department’s early 21st century Sunshot Initiative, which launched during the Obama administration with the goal of bringing down the cost of solar power.

Energy Earthshots aims to replicate that all-hands-on-deck frenzy of collaborative innovation to tackle the energy challenges of the early mid-century period, which will make or break the ability of humankind to save itself from catastrophic climate change.

The Energy Earthshots Initiative aims to “accelerate breakthroughs of more abundant, affordable, and reliable clean energy solutions within the decade,” the Energy Department explained in a press release on Monday.

Skeptics were and still are laughing off the idea of the hydrogen economy of the future, but the Energy Department is a big fan and they just clapped back bigly when they picked hydrogen as the very first focus of the new Energy Earthshots initiative.

“The first Energy Earthshot — Hydrogen Shot — seeks to reduce the cost of clean hydrogen by 80% to $1 per kilogram in one decade,” the Energy Department said. “Achieving these targets will help America tackle the climate crisis, and more quickly reach the Biden-Harris Administration’s goal of net-zero carbon emissions by 2050 while creating good-paying, union jobs and growing the economy.”

“Clean hydrogen is a game changer. It will help decarbonize high-polluting heavy-duty and industrial sectors, while delivering good-paying clean energy jobs and realizing a net-zero economy by 2050,” Secretary Granholm added.

Here’s the money quote from the press release:

“By achieving Hydrogen Shot’s 80% cost reduction goal, we can unlock a five-fold increase in demand by increasing clean hydrogen production from pathways such as renewables, nuclear, and thermal conversion. This would create more clean energy jobs, reduce greenhouse gas emissions, and position America to compete in the clean energy market on a global scale.”

Fossil-Sourced Hydrogen With Carbon Capture, Or Maybe Not

If you caught that thing about renewables and nuclear, that’s a reference to electrolysis, meaning green hydrogen. There is also something called thermochemical conversion, which deploys high heat from nuclear or concentrating solar plants to split hydrogen from water, but that seems a bit too early-stagey to fit into the Hydrogen Shot timeline. The other option is thermal conversion, which generally refers to steam reformation and other processes that apply to natural gas and coal, meaning not green hydrogen.

The Hydrogen Shot Request for Information emphasizes diverse energy sources in the US, and it specifically mentions fossil energy plus carbon capture for ramping up hydrogen production, so it looks like fossil energy stakeholders have something to cheer about after all.

Or, maybe not. Climate action has become a mainstream business model. It’s a good bet that the market for fossil-sourced hydrogen will shrink as the supply of sustainable hydrogen grows, carbon capture or not.

The Energy Department’s RFI appears to recognize that the private sector is already leaning towards green hydrogen. Despite the nod to fossil-sourced hydrogen, the agency highlights green hydrogen in a shortlist of major projects currently under way:

“… hydrogen production, storage, and end use in turbines through the $1 billion Advanced Clean Energy Storage project in Utah; a 5 MW electrolyzer project planned in Washington State; first-of-a -kind nuclear-to-hydrogen projects in multiple states; a 20 MW electrolyzer plant to produce hydrogen from solar power in Florida; and the first GW-scale factory for electrolyzers announced in New York, with a 120 MW electrolyzer soon to be installed.”

If you can spot the thermal conversion project in that list, drop us a note in the comment thread (hint: there is none).

But What About Hydrogen Fuel Cell Vehicles?

Yes, what about them? Hydrogen Shot is not taking aim at the hydrogen fuel cell passenger car and SUV markets, though Toyota and a small but growing list of automakers have been pitching the idea (for the record, the growing list includes Hyundai, Jaguar Land Rover, and most recently, BMW).

Instead, Hydrogen Shot is focusing on long haul trucks and other heavy applications. That could include locomotives as well as hydrogen aircraft and hydrogen watercraft.

Green hydrogen has already been incorporated into much of the planning for transportation applications, so it’s no surprise that green hydrogen producers are already jockeying to compete for business.

In the latest development on that score, the firm SGH2 Energy is pitching a “greener than green” hydrogen product that draws from biomass and other bio-based waste. The company claims that its green H2 displaces more carbon than both electrolysis-based process as well as thermal conversion, so hold on to your hats.

Follow me on Twitter @TinaMCasey.

Image: Hydrogen production from various sources courtesy of US Department of Energy.


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Lunatic hero builds electric kart with nearly 700 lb-ft of mind-bending TQ [video]

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Lunatic hero builds electric kart with nearly 700 lb-ft of mind-bending TQ [video]

The mad scientists over at Critical have taken a high-torque electric motor from an obscure motorcycle brand, stuffed it into a go-kart chassis, and created a life-altering wheelie machine that is truly and completely bonkers.

Critical is a YouTube channel and Instagram that does all sorts of crazy powersports stuff, and this latest build has to be one of their craziest yet.

“I’v [sic] taken apart a STARK VARG electric Motocross (80 Horsepowers, 938 Nm Torque) and placed the power train in a Go Kart,” reads Critical‘s video description – and, if you’ve ever spent real time in a proper racing kart, you already know how crazy/awesome that sounds.

Our own Micah Toll covered the STARK VARG donor vehicle back in 2021, calling the bikes revolutionary, “with specs that crush gas bikes.” And, while STARK hasn’t made much noise since, its massively powerful electric motors (at least) proved not to be vaporware! But, while the motor is interesting and the video is fun in a Song of the Sausage Creature kind of way, the kart’s not the real story here.

There’s a bigger story here than a 700 lb-ft kart, though (938 Nm = 691 lb-ft). And it’s playing out over at Dodge, come to think of it. And at drag strips all over America. Heck, even the Hemi faithful and the hillclimbers and the import tuner scenesters understands what’s coming – and that’s this: if you want to go fast, really, truly, pants-s**ttingly fast, you need to start taking electric power seriously.

That’s more than enough opining from me, though. Click play on that video up there, and revel in the smoke-free madness.

SOURCE | IMAGES: Critical, via Ride Apart.

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Many ‘doubted the vision’: Saudi investment minister touts ‘green shoring’ on path to diversification

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Many 'doubted the vision': Saudi investment minister touts 'green shoring' on path to diversification

Khalid Al-Falih, Saudi Arabia’s investment minister, during the Bloomberg New Economy Forum in Singapore, on Wednesday, Nov. 8, 2023. 

Bloomberg | Bloomberg | Getty Images

Saudi Minister of Investment Khalid al-Falih pushed back against skepticism over the country’s economic diversification plan, as Riyadh touts “green shoring” investment opportunities to woo foreign financing.

“There was many people who doubted the vision, the ambition, how broad and deep and comprehensive it is, and whether the development of a country like KSA who is so dependent for so many decades on a commodity business like oil would be able to do what we are aspiring to do with Vision 2030,” al-Falih told CNBC’s Steve Sedgwick on Saturday at the Ambrosetti Forum in Cernobbio, Italy.

One of the largest economies in the Middle East and a key U.S. ally in the region, Saudi Arabia has been shoring up investments in a bid to materialize Crown Prince Mohammed bin Salman’s Vision 2030 economic diversification program, which spans 14 giga-projects, including the Neom industrial complex.

Under this initiative, Riyadh seeks to pivot away from its historical dependence on oil revenues — which the International Monetary Fund now sees rising until 2026, before starting to descend — and hopes to draw financial flows in the domestic economy exceeding $3 trillion, as well as push foreign domestic investment to $100 billion a year by 2030.

The Saudi minister on Saturday said that, eight years into manifesting Vision 2030, the kingdom is now “more committed, more determined” to the program and has already implemented or is about to complete 87% of its targets. Critics of the plan have previously questioned whether Riyadh will successfully deliver on its goals by its stated deadline.

In recent years, the kingdom has been attempting to liberalize its market and improve its business environment with reforms to its investment and labor laws — but has also formulated less popular requirements for companies to set up their regional headquarters in Saudi Arabia to access government contracts.

The number of foreign investment licenses issued in Saudi Arabia nearly doubled in 2023, the IMF noted, with government data pointing to a 5.6% annual increase in net flows of foreign direct investment in the first quarter.

Concerns have nevertheless lingered over the potential uncertainty and unpredictability of the kingdom’s legal framework and its dispute resolution system for foreign investment. Al-Falih insisted that Saudi Arabia boasts predictability, as well as domestic political and economic stability.

Watch CNBC's full interview with Saudi Investment Minister Khalid Al Falih

‘Green shoring’

The Saudi investment minister said that part of Riyadh’s offering to foreign investors is the Saudi-coined initiative of “green shoring,” which seeks to decarbonize supply chains in areas with renewable energy resources.

“Green shoring is basically saying you need to do more of the high energy processing [and] manufacturing value add in areas where the materials, as well as the energy, are [located],” al-Falih said, adding that Saudi Arabia has the logistics, capital and infrastructure to achieve this.

Under Vision 2030, the world’s largest oil exporter aims to achieve net-zero emissions by 2060. Along with its neighbor, the United Arab Emirates — which hosted the 2023 gathering of the annual U.N. Conference of the Parties — Riyadh has been a high-profile presence at climate summits, but has still drawn questions over its commitment to decarbonization.

Riyadh — along with other members of the Organization of the Petroleum Exporting Countries oil alliance — has repeatedly called for the simultaneous use of hydrocarbons and green resources in order to avoid energy shortages throughout the global transition to net-zero emissions.

Some climate activists have also criticized Saudi Arabia’s promotion of solutions like carbon capture and storage (CCS) technologies as a smokescreen to push ahead with its lucrative oil business.

As part of “green shoring,” Saudi Arabia sets out to “address global supply chain resilience issues” and “build a new global economy that is certainly moving more electric, as we bring the copper, as we bring the lithium, the cobalt, the other critical materials, rare earth metals, as we address semiconductor shortages, green fertilizers, green chemicals,” al-Falih stressed.

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Volvo CE opens new facility to support production of electric wheel loaders

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Volvo CE opens new facility to support production of electric wheel loaders

The construction industry’s shift takes another step forward as Volvo CE inaugurates a new, state-of-the-art manufacturing facility to support the production of electric wheel loaders at its plant in Arvika, Sweden.

The new facility is the latest expansion for the Arvika site, which already manufactures medium and large wheel loaders. The new facility measuring approx. 1,500 sq. m (over 16,000 sq. ft.), and was built in less than a year, following an investment of SEK 65 million ($6.3 million) in 2023.

The expansion is technically an after flow facility, where nearly finished loaders comes off the regular assembly line for completion and testing. This allows Volvo to free up areas inside its existing factory and more readily enable the production of electric wheel loaders alongside more conventional, ICE-powered units.

“This new facility is an inspiration for a future built on sustainable solutions,” explains Melker Jernberg, Head of Volvo CE. “We are proud to be at the forefront of industry change with large-scale investments, not just here in Arvika but around the globe, that support a transformation towards electrification. Together, we are moving closer towards fossil-free machines.”

Volvo is calling the new expansion a first step in electrification for the site, but notes that it’s part of a wider transformation strategy to reduce the company’s internal climate footprint by 350 tons of CO2 through a variety of emission reduction efforts already in progress.

“Action on climate change is nothing new to us here in Arvika, but it is incredibly exciting to see our vision come to life with these new facilities,” says Mikael Liljestrand, General Manager at Arvika. “We now have the framework in place to drive electrification and expand our growing global portfolio of electric wheel loaders. This will have a positive impact on our industry and society as a whole, but it is also a personal journey for each of us here in Arvika who are playing a significant role in building a more sustainable future.”

Electrek’s Take

Prince Carl Philip and Princess Sofia visit the new facility; via Volvo CE.

The improved Volvo production site was given the royal welcome with a visit by Prince Carl Philip, a member of the Swedish royal family, and Duke of Värmland, where the site is located – and remembering that Sweden still has a royal family always trips me out a bit.

That said, one of the biggest obstacles to broader fleet electrification remains availability of electrified assets. A fleet like PITT Ohio that wants to order 100 electric Volvo Trucks might have to wait eighteen months or more, when a comparable diesel order may take six months to fill. The same is true on the equipment side.

More production, and more availability, will mean more fleets giving electric solutions a shot – and that’s what we need.

SOURCE | IMAGES: Volvo CE, via Construction Equipment.

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