Marco Lietz

I am proud to be one of three experts to be cited in the latest Frankfurter Allgemeine Zeitung article about the difficult market development in green #hydrogen - besides Werner Ponikwar from thyssenkrupp nucera and Katherina Reiche form Westenergie. The current situation in the clean hydrogen market uptake is unsatisfactory for all ecosystem players and Europe's as well as Germany's ambitions for 2030 are severely endangered - last chance for regulators to start easing conditions and enabling the required funding as done more than 20 years ago for renewable power as well! Find the article here:  https://lnkd.in/efZwiBSk and our latest hydrogen study "Navigating the global hydrogen ecosystem" here: https://lnkd.in/eEh-vP_z Folker Trepte Juergen Peterseim Florian Schäfer Florian Medwed Sebastian Föllner Anna Went Dr. Johannes Schneider Annabelle Kliesing Marcus Theurer

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Dear Friends, If you are new to R.Politik and have not yet signed up for our newsletters, we are pleased to offer you an exclusive opportunity to obtain our latest R.Politik Weekly Digest for free! To access the digest, please register here: https://lnkd.in/e_85KmBR In this edition, we cover four major topics: – Putin’s “Peace Plan”: Why now and what are the real intentions? – Undesirable Entities: A harsher approach to undesirable organizations. – Belousov’s Meeting with Military Correspondents: The balancing acts of the new Defense Minister. – New Secretary of United Russia’s General Council: The significance of Vladimir Yakushev’s appointment.

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Great insights and a lively debate today at “Rewiring Europe: Setting the stage for the new energy era” with Enrico Letta Ann Mettler Leo Birnbaum The main takeaways from the discussion: -The green transition is the primary catalyst for transformative change. -The last legislative term has laid the groundwork for the green transition by introducing key proposals, and now we need to shift the focus to implementation. -We need a Green Deal 2.0. that creates a compelling business case, considering energy not only in relation to climate but also to security and competitiveness.  #GreenDeal #SustainableFuture #TransformativeChange

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Statement: Hydrogen as the Key to the Future of Energy 🌟 The Bundesministerium für Wirtschaft und Klimaschutz is planning a rigorous dismantling of the gas network by 2045. But is that really the right approach? Dr. Thomas Klaue , CEO of SIQENS GmbH, urges a reassessment of these plans. 💡 Technological openness is the key: In a time when the future of the energy sector is still uncertain, we should not act hastily. The existing gas infrastructure could be used for the transport of green hydrogen, a sustainable solution for industry and communities. 🔍 Careful examination is essential: Why should we destroy a functioning #infrastructure that is already suitable for hydrogen? A parallel use of #gaspipelines and hydrogen pipelines would be efficient and cost-effective. 🚫 No blind action: Instead of pursuing blind activism, we should act rationally. Utilizing existing infrastructure and proven technologies will accelerate #decarbonization and support the #economiclocation of Germany. Together, we can shape a sustainable energy future. Do you agree? Share your thoughts with us! 💬 You can read the full interview in #Themenmagazin here: https://lnkd.in/d3GwXvjn

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In the next 5 years the EU Member States should launch ambitious programmes to replace old #heating systems. The EU should support them by establishing a dedicated fund and promote investments in efficient bioenergy use. #EPBD #energyefficiency

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Good news: 🐳 🐋 🦈 🐠 🐙 🦑 European Parliament consents by an overwhelming majority for the EU to ratify the #HighSeasTreaty. This is an important step forward for EU ratification; ifaw urges the EU Council to conclude the process as quickly as possible and all EU Member States to complete the ratification process domestically. The 27 EU Member States represent nearly half the remaining 56 ratifications needed for the treaty to enter into force. If EU Member States act quickly, they can be a driving force to conserve over half the Earth’s surface. Right now, only 1% of the High Seas are protected. The rest remains a mostly lawless space where millions of marine species have no protection. Yet oceans are the largest habitat on Earth, producing half the Earth’s oxygen, and absorbing about 30% of the carbon dioxide created. With this treaty, we have a formidable opportunity to help protect the planet and combat climate change. Governments around the world have committed to protecting 30% of our ocean by 2030, so we have no time to lose.   This is one of the most significant treaties of our times. While this decision by the European Parliament is an important milestone, EU Member States and other governments around the world need to take the plunge to make this a reality. #RaceForRatification High Seas Alliance 

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Promising words from Mario Draghi’s Speech at the High-level Conference on the European Pillar of Social Rights. These resonate enormously for the European #Aluminim industry in Europe, but also other strategic industries we need to preserve and protect. Let's hope it is not going to be another report just put in the drawer and lead to the "radical change" that is needed: " We are lacking a strategy for how to shield our traditional industries from an unlevel global playing field caused by asymmetries in regulations, subsidies and trade policies. Energy-intensive industries are a case in point. In other regions, these industries not only face lower energy costs, but they also face a lower regulatory burden and, in some cases, they are receiving massive subsidies which directly threat the ability of European firms to compete. Without strategically designed and coordinated policy actions, it is logical that some of our industries will shut down capacity or relocate outside the EU. And we are lacking a strategy to ensure that we have the resources and inputs we need to fulfil our ambitions without increasing our dependencies. We rightly have an ambitious climate agenda in Europe and hard targets for electric vehicles. But in a world where our rivals control many of the resources we need, such an agenda has to be combined with a plan to secure our supply chain – from critical minerals to batteries to charging infrastructure." For the full speech, read it here: https://lnkd.in/e5t9nyXU

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Embracing Germany’s energy transition 🇩🇪♻️. Aiming for 80% renewable electricity by 2030, can Germany achieve their ambitions without also investing in energy storage? By the end of 2023, 937MW/1,322MWh of storage was deployed, with another 485MW/681MWh coming this year ( Energy-Storage.news , LCP Delta). Energy storage is crucial for grids with intermittent renewables, providing stability, adaptability, and reducing excess energy. That’s where we come in: https://bit.ly/4bB2SeE #TrinaStorage #Renewables #CleanEnergy #EnergyStorage

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Even if prices have somewhat recovered recently, a Handelsblatt article from today rightly points out that the falling price of EU Emissions Allowances (EUAs) poses a risk to climate protection. Indeed, we saw a 40% decrease in just 12 months. That is cause for concern, as the EU Emissions Trading System (ETS) is the most important climate protection instrument we have. It is the centrepiece of European climate protection architecture and the most efficient means to reduce emissions at the most effective points. Why has this happened? In short: the EU ETS is currently being used contrary to its purpose to generate EU funds. Through this intervention in the system, market confidence is falling, interest in auctioned volumes is falling, and with it, the prices. And the result is that EU countries have fewer funds available to support and facilitate climate protection projects. This crucial climate protection instrument needs to be protected itself. So, we need to manage this. And there are ways we can, such as key short-term measures for the auctioning of EUAs. For example, maintaining, refusing to increase, the annual EU Allowances to be auctioned in 2024, creating greater transparency around adjustments to EU Allowance auction volumes, or bringing forward the impact assessment of auctioning on the EU Emissions trading system and carbon prices. In the longer term, necessary regulation amendments must also be implemented, suspending monetisation through additional EU Allowances and instead, offering alternatives. These are all measures that can and should be taken to limit this huge impact on the EU Emissions Trading System market and as a result, help ensure that the EU can continue towards its goal of reducing greenhouse gas emissions and reaching climate neutrality by 2050.

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👍As you know, one of the core legislative instruments of the #EUElectricityMarketReform is the new Regulation 2024/1747 to improve the Union’s electricity market design (published in the Official Journal of the EU on 26th June🗓️).   ✅In this context, much has been commented about the pros & cons of this Regulation, but... you know what… 🎬the true #EUElectricityMarketReform #EMD will start next 🗓️16th July with the enter into force of this key legislative text and consequently with its #Implementation phase.   ✅The current electricity prices scenario in Europe has nothing to do with the one that triggered the political negotiation about the new electricity market design #EMD in late 2022 and 2023, and this better “energy atmosphere” is precisely what should facilitate the proper #Implementation of this Regulation with regard to both #Timing and #Impact.   ✅I leave you below a #timeline with some milestones that might help you follow up and navigate the implementation of the long-debated #LongTerm market instruments as key componentes of the #EUElectricityMarketReform   🤞Intense months and years are coming to implement many things … but motivating ones towards #MoreEurope #MoreMarkets and #MoreDecarbonization.

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Important step towards a more technology neutral approach from the European Commission, supposedly opening up for #ICE also after 2035, if run on #efuels. Personally, I'd much rather see "renewable fuels" used in the definition, rather than specifying "e-fuels", as a lot of development will most likely take place also within the fuels industry in the coming decade. Voting takes place today. 🤞 Link to article in first comment.

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Today the European Court of Auditors published a report that highlights the EU’s green #hydrogen targets for 2030 are likely unrealistic: https://lnkd.in/dcqeTahE This once again underlines the following 3 things (known to most, but just to make sure): 1. If it can be electrified directly, by all means do so. Please don’t use green hydrogen for the built environment, passenger cars and all that jazz. Look at Mr Liebreich’s Hydrogen Ladder if you haven’t done so: https://lnkd.in/dAgCwx3P 2. Build the EU's industrial policy around lower electricity prices. It’s the one thing that almost all industries need, because the EU's electricity prices are 2-3 times higher than in the US. For green hydrogen, the cost of green electricity is probably somewhere around 80% of the production cost. So: Get that long-awaited Energy Taxation Directive reform through, double down on grid capacity, implement all those wonderful laws we already made for faster permitting etc etc. 3. Push the hydrogen industry to be laser-focussed on energy efficiency. My team and I are proud to be able to work with Topsoe, who’s solid oxide electrolysers (SOECs) are up to 30% more energy efficient than other electrolysers. We need innovations like this to minimise the electricity consumption of green hydrogen, because we need the scarse green electricity for so many other things. Perhaps even link it to my point 2: Companies most focussed on energy efficiency in their industry should get the lowest electricity prices. #REPowerEU #Fitfor55 #NetZero #EUGreenDeal #EUETS #CBAM

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We have a great pleasure to invite you for the upcoming event that we organise together with GOLAW. The topic for disscussion is crucial nowadays: “ Energy system of Ukraine”. Join us on July 11, at 10.00 CET (online). The link for registration is below! #ServiceDeskUkraine #OstAusschuss #DeutscheWirtschaft in #Ukraine #Osteuropa #GermanBusiness #SDU2024

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Is your voice ready to shape Europe? 🇪🇺 The countdown for the European Election has begun! #VoteforEurope 🎓 Yesterday - as we celebrated Europe Day, and just a few days after submitting my Master’s Thesis - I found myself having the time to reflect on just how dynamic and fragile our continental politics remain. This day was especially significant for me as I attended an enlightening event at the Hertie School with Damian Boeselager, Volt Europa co-founder and lead candidate for Volt Deutschland at the upcoming European Elections. 💡Despite a slightly shaky joint selfie (a good reminder that even in our fast-paced digital age, some things like capturing the perfect photo remain a serious challenge), Damian’s vision for a progressive and integrated Europe resonated clearly with the audience and me. His message was clear and compelling, drawing us all into the urgent need for thoughtful action in the upcoming European Election. 🌍With key policies on energy, climate, and migration at stake, this election is not merely about political preferences but about securing a future that aligns with our collective European ideals - transcending political affiliations. ✊I realise that not everyone in my network is as vocal about politics, but these Elections are about the future we share. Whether you are deeply interested in political currents or typically more reserved, your vote holds power. 🗳️Let’s approach these Elections with the awareness they deserve. Not just to vote, but to vote with intention and hope for a Europe that continues to thrive on democracy and progressive values. So, let’s not just stand by: let’s stand up and make our voices heard - democracy thrives in participation. #FutureofEurope

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📊 Great to see the increased focus on boosting industrial competitiveness and improving access to affordable green energy in European Commission President von der Leyen's 2024-2029 political guidelines! These are two things we must get right for Europe to continue leading the way in sustainability while not compromising its strategic autonomy. Graph by Bruegel - Improving economic policy #IndustrialCompetitiveness #EnergySecurity #UVDL

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The #EUelections are coming - and they matter! 👉 Who would have thought a few years ago that geopolitics are back with a vengeance and affecting business and trade so heavily? 👉 Who would have thought that we need to re-align our alliances when all seemed so simple in a world looking so globalized? 👉 And who would have thought that building-back home might be the right way ahead to manage the tides in international supply chains? 👉👉👉 All of the above questions pinpoint to one conclusion: we must get our act together in Europe. Lining up with colleagues from Instinctif Partners across the globe, here are my perspectives on the EU elections: https://lnkd.in/eYqYneeA

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Today is a big day for the ramp up of the hydrogen economy – a key element of the energy transition! RWE and other companies have received grants from the German federal and state governments to develop large-scale hydrogen projects. RWE has been awarded grants for two projects. They are part of the GET H2 initiative, a unique integrated approach along the entire value chain. Several partners are planning hydrogen production, transport as well as storage infrastructure – a huge effort for the decarbonisation of industry. RWE will receive funding for the construction of a 300-megawatt electrolysis plant in Lingen, Lower Saxony, which will be one of the largest facilities in Europe. The second project is our storage facility in Gronau-Epe, North Rhine-Westphalia, which will help to buffer the fluctuating production of green hydrogen. Furthermore, we are also part of a consortium that is working towards the construction of a 100-megawatt electrolysis plant in Rostock. This is another project that has received a grant. The EU has certified all the projects as “Important Projects of Common European Interest” (IPCEI), which was the basis for the funding commitments. I am very happy that we are moving forward, after more than three years, more than 1,000 pages of documents and countless hours answering detailed questions. I think we can all agree that there are opportunities for speeding up such bureaucratic processes on a European level to uphold Europe’s competitiveness. For today, we can celebrate that the ramp-up of the hydrogen economy is now underway. A massive well done to everyone involved from #TeamRWE and our partners.

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