The Energy Gang at the London Hydrogen Confer...

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI dem ...  Show more

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The r ...  Show more

What’s the outlook for low-carbon hydrogen in 2024?Green hydrogen energy, by now well-regarded as a critical component in the energy transition, is still faced with significant challenges. It’s anticipated to significantly contribute to energy needs, with projections suggesting i ...  Show more

The joke about hydrogen is that it’s the fuel of the future, and always will be. But green hydrogen is made from renewable energy and emits only water vapour, so amidst the fight to reduce carbon emissions, has green hydrogen’s moment now finally arrived? In the latest episode ...

This week, Michael invites Jorgo Chatzimarkakis, CEO of Hydrogen Europe, to debate the importance of hydrogen in powering Europe and the world towards a decarbonized economy. 

Hydrogen Europe is an industry association of more than 400 members that promotes the role of h ...

On today’s bonus episode of the podcast, Dana is joined by Kathy Gao, a Senior Associate from BloombergNEF’s Hydrogen team, to unpack the things to watch for the sector in 2024. Together they discuss offtake agreements and the potential for shipping and aviation to step up as cus ...  Show more