EU ETS1, EU ETS2, North American Carbon, GCC
GOs, REGOs, Global Certificates
Asset valuation, Deal flow, Market prices
Biomethane, Transport fuels
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First quantities of RFNBO are expected to hit the market in 2025 (bar Luxembourg); countries with the most ambitious early hydrogen consumption targets (Italy, Hungary, and Lithuania) are expected to satisfy this demand via a combination of domestic production and imports from neighbouring countries and North Africa.
Summary Submitted National Energy and Climate Plans (NECPs) signal a potential for growing hydrogen demand, projected at 419 GWh by 2025 and 6.2 TWh by 2030. However, these targets are relatively small compared to the ambitious REPowerEU goal of 10 Mt of …
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