Martin Lambert

Head of Hydrogen Research

Martin Lambert is an independent consultant and joined the Oxford Institute for Energy Studies in 2017 where he is Head of Hydrogen Research, specialising in renewable gas and hydrogen,.  He also writes occasionally on global LNG.   His areas of expertise include commercial strategy, project development and structuring, economics, gas and LNG marketing and trading.

Martin’s 34 year career with Shell included several senior leadership positions in the gas and LNG businesses.    His overseas assignments included Japan, where he was responsible for marketing Shell’s LNG to gas and power companies, the Philippines where he was commercial manager during the development of the Malampaya gas field, and Australia where he was seconded to North West Shelf Australia LNG as Senior Vice President Marketing.  From his UK base, his career also included frequent international travel, and was a key member of the team which closed a major LNG project in the Middle East.

Martin’s career also included several years in related areas outside the core gas business: managing research teams developing products from Gas to Liquids and leadership roles in Shell’s biofuels business.

Martin holds an MA in economics and engineering from the University of Cambridge.

Contact

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                    [post_date] => 2024-03-19 11:05:50
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                    [post_content] => Green hydrogen emerges as a promising solution to the intermittency of renewable energy resources, offering storage and transport capabilities essential for a sustainable energy future. However, establishing a viable supply chain poses challenges due to high conversion costs and logistical complexities. Hence, considering the cost dynamics of the entire supply chain is crucial to derive effective strategies and policies. Also, international collaboration is deemed necessary to bridge the gap between regional supply and projected demand. Hence, the paper investigates the green hydrogen’s potentials as an energy carrier, addressing the challenges and opportunities in terms of production, trade, and utilization from an interdisciplinary perspective. Herein, the analyses focus on the potential hydrogen route from the Gulf region (the Kingdom of Saudi Arabia) to Europe (Germany) as an illustrative case study.

The study emphasizes the importance of factoring in uncertainties, externalities, technological advancements, and transportation while assessing the economic viability of the potential value chain and trading route. Additionally, location strategies, product selection, competitiveness, and geopolitical factors all play significant roles in shaping the green hydrogen market. For potential exporters like Saudi Arabia, addressing these strategic aspects is essential to capitalize on their renewable energy potentials and establish themselves as key players. The discussion also delves into the perspectives of exporters (e.g. KSA) and importers (e.g. Germany), revealing key considerations for each party and suggesting appropriate strategies to mitigate risks and uncertainties.
                    [post_title] => MENA region as a potential hydrogen supplier for the European market: analysing a prospective route between Kingdom of Saudi Arabia and Germany
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                    [post_content] => The May 2021 edition of the Oxford Energy Forum covered the role of hydrogen in the energy transition in some detail,  starting from an observation that the decarbonized energy system was expected to see an increase in the share of electricity in final consumption rising from its current 20 per cent to around 50 per cent by 2050. If anything, in the intervening 18 months, the perceived role of electricity has strengthened further, with advances in battery technology and rapid uptake of electric vehicles, such that the 2023 update to the International Energy Agency’s Net Zero scenario sees the share of electricity in final consumption at 53 per cent, up slightly from the 49 per cent in the 2021 edition.  There has been a corresponding slight reduction in the envisaged role of hydrogen, now seen to be at 8 per cent of final consumption by 2050, compared to a projection of 10 per cent previously. While such projections more than 25 years ahead are extremely uncertain, it remains clear that there will be several hard-to-abate sectors which are not suitable for electrification and where other decarbonization solutions will be required.

Hydrogen remains a key technology for such sectors along with other carbon management activities, such as the deployment of carbon capture and storage (CCS) technologies, whether that be from industrial emission sources or to drive carbon removals compensating either for historic emissions or those which cannot otherwise be avoided. In January 2022, OIES published an edition of the Forum examining trends in CCS and exploring the regulatory and commercial barriers limiting the deployment of CCS at large,  including regional and country experiences, and the increasing role of carbon dioxide removal (CDR) technologies in net-zero paths. In June 2022, this was followed by an issue of the Forum focused on carbon markets, evaluating global trends in compliance and voluntary market developments,  including the role of complementary mechanisms such as carbon border adjustments.

As part of its increasing focus on the energy transition, the Oxford Institute for Energy Studies established two additional research programmes in 2022, one on carbon management and one on hydrogen. For this edition of the Forum, it is therefore timely for these two programmes to come together to consider how carbon management and hydrogen can play a role in decarbonization of the energy system.
                    [post_title] => Carbon Management and Hydrogen: Potential solutions for hard-to-decarbonise sectors - Issue 138
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                    [post_content] => The Oxford Institute for Energy Studies started researching the role of hydrogen in the energy transition in 2020.  Since then the interest in hydrogen has continued to grow globally across the energy industry. A key research question has been the extent to which clean hydrogen can be scaled up at reasonable cost and whether it can play a significant role in the global energy system. In April 2022, OIES launched a new Hydrogen Research Programme under the overarching theme of ’building business cases for a hydrogen economy’. This overarching theme was selected based on the observation that most clean hydrogen developments to date had been relatively small-scale pilot or demonstration projects, typically funded by government grants or subsidies. For clean hydrogen to play a significant role there will need to be business cases developed in order to attract the many hundreds of billions of dollars of investment required,  most of which will need to come from the private sector, albeit ultimately underpinned by government-backed decarbonisation policies.  Just over a year has passed since the start of the Hydrogen Research Programme, and the intention of this paper is to pull together key themes which have emerged from the research so far and which can form a useful framework for further research, both by OIES and others.

The six key themes in this paper, listed below, are intended to create a framework to at least start to address the challenges:
  1. Hydrogen is in competition with other decarbonisation alternatives.
  2. The business case for clean hydrogen relies on government policy to drive decarbonisation.
  3. It is essential to understand emissions associated with potential hydrogen investments.
  4. Hydrogen investments need to consider the full value chain and its geopolitics.
  5. Transport of hydrogen is expensive and so should be minimised.
  6. Storage of hydrogen is an essential part of the value chain and requires more focus.
[post_title] => Clean Hydrogen Roadmap: is greater realism leading to more credible paths forward? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => clean-hydrogen-roadmap-is-greater-realism-leading-to-more-credible-paths-forward [to_ping] => [pinged] => [post_modified] => 2023-09-25 11:08:15 [post_modified_gmt] => 2023-09-25 10:08:15 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=46569 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [3] => WP_Post Object ( [ID] => 45107 [post_author] => 111 [post_date] => 2022-07-25 12:34:08 [post_date_gmt] => 2022-07-25 11:34:08 [post_content] => On 8 March 2022, the European Commission published its communication “Joint European Action for more affordable, secure and sustainable energy”, referred to as “REPowerEU”.  The communication was in immediate reaction to the Russian invasion of Ukraine in February 2022, and had the objective to “make Europe independent from Russian fossil fuels well before 2030”.  On 18 May the European Commission released a further package of documents, putting more detail around the aspirational targets set in the 8 March publication.  Based on both the earlier communication and the further details released on May 18, this Comment considers the EU proposals for biomethane and hydrogen, assessing the objectives to increase significantly the production of renewable gas by 2030. [post_title] => RePowerEU: Can Renewable Gas help reduce Russian gas imports by 2030? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => repowereu-can-renewable-gas-help-reduce-russian-gas-imports-by-2030 [to_ping] => [pinged] => [post_modified] => 2022-07-25 12:34:08 [post_modified_gmt] => 2022-07-25 11:34:08 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=45107 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [4] => WP_Post Object ( [ID] => 44933 [post_author] => 111 [post_date] => 2022-05-25 09:55:14 [post_date_gmt] => 2022-05-25 08:55:14 [post_content] => The cement industry is responsible for seven per cent of global industrial greenhouse gas emissions. Despite all the environmental techniques adopted by the industry, clinker production is, and will be, associated with significant amounts of CO2 emissions due to the calcination process. In contrast to other energy-intensive industries, emissions caused by fuel consumption do not constitute the major part in total emissions. Because of this, carbon capture and utilization/storage (CCUS) is essential to mitigate such hard-to-abate industrial emissions. The paper discusses the role of CCUS in decarbonizing the cement industry by means of analyzing prospective supply chains, the different options that cement producers will have to mitigate their emissions and their techno-economic requirements, advantages, drawbacks, boundaries and challenges. Some of these themes are generally applicable, while others are regional and can be linked to the geographical features of a certain location. By way of illustration, the paper addresses these topics while providing a case study from the German federal state of North Rhine-Westphalia (NRW). [post_title] => The role of CCUS in decarbonizing the cement industry: A German case study [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => the-role-of-ccus-in-decarbonizing-the-cement-industry-a-german-case-study [to_ping] => [pinged] => [post_modified] => 2022-08-08 11:56:16 [post_modified_gmt] => 2022-08-08 10:56:16 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=44933 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [5] => WP_Post Object ( [ID] => 44311 [post_author] => 111 [post_date] => 2021-11-10 10:11:49 [post_date_gmt] => 2021-11-10 10:11:49 [post_content] => In October 2020, the then newly-appointed Japanese Prime Minister surprised the world, and many of his officials, by announcing a commitment for Japan to reach Net Zero by 2050.   In April 2021, he strengthened the commitment by setting a 2030 target for reduction of greenhouse gas emissions of 46 per cent compared to 2013 levels.  Net Zero and associated interim targets will be challenging for many countries, but are particularly challenging for Japan.   Following the Fukushima nuclear accident in 2011, Japan’s nuclear power generation has been much reduced, resulting in significantly increased reliance on fossil fuels, notably coal and LNG. In July 2021, Japan’s Ministry of Economy Trade and Industry (METI) published a draft revised Basic Energy Plan, which envisaged considerable reliance on restart of nuclear power generation to move towards these targets.   Perhaps surprisingly, it did not consider any alternative scenarios.  The plan was endorsed by the Japanese Cabinet in October 2021. This Insight explores potential pathways for Japan to move towards its ambitious targets, considering the METI plan alongside two of our own scenarios and considers the implications for LNG.   Overall, the long term role of LNG is expected to decline, but there is considerable uncertainty around the speed of that decline, and that uncertainty will also have significant implications for the global LNG industry. [post_title] => Energy transition in Japan and implications for gas [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => energy-transition-in-japan-and-implications-for-gas [to_ping] => [pinged] => [post_modified] => 2021-11-24 09:28:06 [post_modified_gmt] => 2021-11-24 09:28:06 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=44311 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [6] => WP_Post Object ( [ID] => 44287 [post_author] => 111 [post_date] => 2021-11-02 14:11:57 [post_date_gmt] => 2021-11-02 14:11:57 [post_content] => Since early 2020, Turkey has been considering the role of hydrogen in its energy future with a view to producing a hydrogen strategy in the next few months.  Unlike many other countries considering the role of hydrogen, Turkey has only recently (October 2021) ratified the Paris Agreement addressing climate change and its interest is driven more by geopolitical, strategic and energy security concerns.   Specifically with concerns about the high share of imported energy, particularly gas from Russia, it sees hydrogen as part of a policy to increase indigenous energy production.   Turkey already has a relatively high share of renewable power generation, particularly hydro, and recent solar auctions have resulted in low prices, leading to a focus on potential green hydrogen production.  However, it still generates over half of its electricity from fossil fuel, including over 25% from coal and lignite.  Against that background, it provides an interesting case study on some of the key aspects that a country needs to consider when looking to incorporate low-carbon hydrogen into the development of their energy economy. [post_title] => What role for hydrogen in Turkey's energy future? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => what-role-for-hydrogen-in-turkeys-energy-future [to_ping] => [pinged] => [post_modified] => 2021-11-02 14:11:57 [post_modified_gmt] => 2021-11-02 14:11:57 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=44287 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [7] => WP_Post Object ( [ID] => 43719 [post_author] => 111 [post_date] => 2021-05-18 11:08:43 [post_date_gmt] => 2021-05-18 10:08:43 [post_content] => The last two years have seen growing momentum behind the global recognition of the urgency of the ‘climate emergency’, with more and more countries committing to achieve net zero emissions. There has also been a growing conviction that hydrogen will play a significant role in the decarbonisation of the energy system. Electrification will certainly be very important, with many commentators suggesting that the share of electricity in final consumption is likely to rise from typically around 20 per cent today to around 50 per cent by 2050. Even if that proves to be an underestimate, it will still leave considerable demand for low-carbon molecules, and, with current technologies, the most likely low-carbon (or preferably zero-carbon) molecule is hydrogen. A growing number of countries have now published national hydrogen strategies, and more such strategies are under development. These strategies set bold ambitions for development of hydrogen but are relatively unclear on the pathways and steps to reach those ambitions. Low-carbon hydrogen is starting from a small base, and current costs do not support a commercial business case. For hydrogen to achieve the ambitious targets will require many players across the energy industry (private sector, government, regulators, and consumer groups) to work together to drive the required policies and behaviours. The structures to enable that collaboration will need to be developed as a matter of urgency in the next year or two. Against that background, it is very timely that this May 2021 edition of the Oxford Energy Forum is dedicated to exploring the role of hydrogen in the energy transition. [post_title] => Oxford Energy Forum - The Role of Hydrogen in the Energy Transition - Issue 127 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => oxford-energy-forum-the-role-of-hydrogen-in-the-energy-transition-issue-127 [to_ping] => [pinged] => [post_modified] => 2023-04-04 10:35:46 [post_modified_gmt] => 2023-04-04 09:35:46 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=43719 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [8] => WP_Post Object ( [ID] => 43551 [post_author] => 111 [post_date] => 2021-03-22 11:23:21 [post_date_gmt] => 2021-03-22 11:23:21 [post_content] => European countries approach the market ramp-up of hydrogen very differently. In some cases, the economic and political starting points differ significantly. While the probability is high that some countries, such as Germany or Italy, will import hydrogen in the long term, other countries, such as United Kingdom, France or Spain, could become hydrogen exporters. The reasons for this are the higher potential for renewable energies but also a technology-neutral approach on the supply side. In the study "Contrasting European Hydrogen Pathways: An Analysis of Differing Approaches in Key Markets", the Institute of Energy Economics at the University of Cologne (EWI), together with the Oxford Institute for Energy Studies (OIES), analysed what the economic and political parameters relevant to a future hydrogen economy look like in the six European countries Germany, France, the Netherlands, Italy, Spain, and the United Kingdom. Green hydrogen, produced by electrolysis using water and electricity from renewable sources, is favoured by the southern European countries - Spain and Italy. Both are characterised by a high potential for renewable energies, especially photovoltaics. Germany also relies exclusively on producing green hydrogen in its National Hydrogen Strategy. France is taking a special path. Due to its large share of nuclear energy in the electricity mix, the country relies among other technologies on nuclear-based hydrogen. The advantage: It can be produced cost-effectively in times of low electricity demand. Although the long-term significance of nuclear energy in France is unclear, this approach could ensure a fast and cost-effective market ramp-up with hydrogen in the short- and medium-term. In heavy industry, hydrogen could be of central importance for decarbonisation. However, future demand also depends heavily on the price. In this respect, import-dependent countries such as Germany, which will not have sufficient domestically produced hydrogen available in the foreseeable future due to limited potential for renewable energies, could be at a disadvantage. [post_title] => Contrasting European hydrogen pathways: An analysis of differing approaches in key markets [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => contrasting-european-hydrogen-pathways-an-analysis-of-differing-approaches-in-key-markets [to_ping] => [pinged] => [post_modified] => 2021-08-19 10:42:55 [post_modified_gmt] => 2021-08-19 09:42:55 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=43551 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [9] => WP_Post Object ( [ID] => 40863 [post_author] => 111 [post_date] => 2020-09-10 12:01:54 [post_date_gmt] => 2020-09-10 11:01:54 [post_content] =>

Since the birth of the LNG industry, Asia has been the key market, providing high value, reliable demand. The 3 foundation markets of Japan, South Korea and Taiwan have been joined more recently by China and India to form the “big 5” which is often the focus for much analysis and comment. However, it would be wrong to ignore the smaller, emerging Asian LNG markets. By considering the 10 most significant emerging Asian markets, this report demonstrates that when combined, they have potential LNG demand over the next 2 decades as the combination of India and China. Like all demand forecasts, whether that potential is achievable is, however, depends on overcoming some significant challenges, as discussed in the report.

In addition, these smaller countries offer a diversity of analytical interest.  Malaysia and Indonesia are LNG exporters, now looking to become significant importers. Thailand, Pakistan, Bangladesh, Vietnam and the Philippines all see LNG as needed to supplement declining domestic gas production. Myanmar started LNG imports to address a power crisis, and Hong Kong and Singapore are largely driven by environmental and security of supply concerns.

With a chapter on each country and detailed breakdown of the forecasts generated by our World Gas Model, the document provides a useful reference of current perceptions of future prospects in those emerging LNG markets.

[post_title] => Emerging Asia LNG Demand [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => emerging-asia-lng-demand [to_ping] => [pinged] => [post_modified] => 2020-09-10 12:01:54 [post_modified_gmt] => 2020-09-10 11:01:54 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=40863 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [10] => WP_Post Object ( [ID] => 39802 [post_author] => 111 [post_date] => 2020-07-30 10:53:07 [post_date_gmt] => 2020-07-30 09:53:07 [post_content] => Interest in hydrogen as one route to the decarbonisation of energy systems has risen rapidly over the past few years, with the publication of a number of hydrogen strategies from countries across the global energy economy. The momentum in Europe has increased sharply this month with the publication of an EU strategy to incorporate hydrogen into its plans for a net zero emission future. This Comment reviews the key elements of this strategy and provides an initial commentary on the main goals. We highlight the challenges that will be faced in meeting hydrogen production targets, in particular via the "green hydrogen" route, and analyse the plans for expanding the consumption of hydrogen in Europe. We also assess the infrastructure questions that will need to be answered if and when hydrogen takes on a greater role in the region, and note the extensive state support that will be needed in the early years of the implementation of the strategy. Despite this, though, we applaud the ambition laid out by the EU and look forward to the provision of more detailed plans over the coming months and years. [post_title] => EU Hydrogen Strategy - A case for urgent action towards implementation [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => eu-hydrogen-strategy-a-case-for-urgent-action-towards-implementation [to_ping] => [pinged] => [post_modified] => 2021-08-23 14:31:40 [post_modified_gmt] => 2021-08-23 13:31:40 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=39802 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [11] => WP_Post Object ( [ID] => 35907 [post_author] => 111 [post_date] => 2020-03-09 11:40:41 [post_date_gmt] => 2020-03-09 11:40:41 [post_content] => This Insight continues the OIES series considering the future of gas. The clear message from previous papers is that on the (increasingly certain) assumption that governments in major European gas markets remain committed to decarbonisation targets, the existing natural gas industry is under threat.   It is therefore important to develop a decarbonisation narrative leading to a low- or zero-carbon gas implementation plan. Previous papers have considered potential pathways for gas to decarbonise, specifically considering biogas and biomethane , and power-to-gas (electrolysis) . This paper goes on to consider the potential for production, transport and use of hydrogen in the decarbonising energy system. Previous papers predominately focused on Europe, which has been leading the way in decarbonisation. Hydrogen is now being considered more widely in various countries around the world, so this paper reflects that wider geographical coverage. Since the term ‘hydrogen economy’ was first used in 1970 , there have been a number of ‘false dawns’ with bold claims for the speed of transition to hydrogen.  This Insight argues that this time, for some applications at least, there are grounds for optimism about a future role for decarbonised hydrogen, but the lesson from history is that bold claims need to be examined carefully and treated with some caution. There are no easy or low-cost solutions to decarbonisation of the energy system and this is certainly the case for possible deployment of low-carbon hydrogen. A key challenge is to demonstrate the technical, commercial, economic and social acceptability of various possibilities at scale. Hydrogen will certainly play a role in decarbonisation of the energy system, although the size of the role may be more limited than envisaged in some more optimistic projections. [post_title] => Hydrogen and decarbonisation of gas: false dawn or silver bullet? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => hydrogen-and-decarbonisation-of-gas-false-dawn-or-silver-bullet [to_ping] => [pinged] => [post_modified] => 2021-08-23 14:32:43 [post_modified_gmt] => 2021-08-23 13:32:43 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=35907 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [12] => WP_Post Object ( [ID] => 34928 [post_author] => 111 [post_date] => 2020-01-30 14:11:31 [post_date_gmt] => 2020-01-30 14:11:31 [post_content] => The OIES Natural Gas Quarterly aims to provide a regular insight into the thoughts of Research Fellows on topical issues as well as providing a different angle on trends in global gas pricing. In the pricing section, the Quarterly reviews the LNG Tightness measure, looks at the Russian gas export price to Europe versus the marginal cost of US LNG and also reviews prices on Gazprom’s Electronic Sales Platform (ESP). In Asia we compare the Japanese LNG import price with the LNG spot price and also look at Chinese domestic prices compared with JKM. The Quarterly also outline our views on the Key Themes for 2020, including thoughts from Mike Fulwood on LNG project FIDs and how developers may need to accelerate plans if they are not going to miss the next window of opportunity in the mid-2020s. Mike Fulwood and Jack Sharples then question the availability of LNG for Europe and ask whether sufficient storage will be available to take all the possible supply. Anouk Honore then looks at a possible cause for optimism for European gas demand, highlighting key legislation that should be passed in 2020 concerning coal phase out in Germany. Continuing the European theme, Marshall Hall discusses likely further progress this year in the transformation of the Dutch gas market, while James Henderson considers the increasing diversity of Russian gas export flows via pipeline and LNG. Jack Sharples develops the theme of Russian gas exports further, suggesting that the Gazprom ESP can provide further evidence concerning the company’s export strategy in 2020. On a different, but still European, theme Anouk Honoré considers the potential impact of the new EU Green Deal and considers how it could be developed further during the year with potentially long-lasting consequences for the energy system. Martin Lambert then suggests that 2020 could be the year when we start to see more active progress in decarbonisation outside Europe, with Australia, Japan and even the US highlighted as possible sources of technology development and practical action in the decarbonisation of the gas sector. Michal Median then outlines her view on the outlook for the Chinese gas sector in 2020, suggesting that coal to gas switching could regain some momentum and that LNG could benefit as a result. Finally, Patrick Heather looks at the emergence of the JKM price marker as a benchmark for gas prices in Asia and suggests that further progress could be made this year towards it becoming the pre-eminent pricing tool in the region.   [post_title] => Quarterly Gas Review - Issue 8 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => quarterly-gas-review-issue-8 [to_ping] => [pinged] => [post_modified] => 2020-01-30 14:11:31 [post_modified_gmt] => 2020-01-30 14:11:31 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=34928 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [13] => WP_Post Object ( [ID] => 32161 [post_author] => 111 [post_date] => 2019-10-16 10:49:30 [post_date_gmt] => 2019-10-16 09:49:30 [post_content] => In the last couple of years there has been increasing recognition by key players in the European gas industry that to mitigate the risk of terminal decline in the context of a decarbonising energy system, there will need to be rapid scale up of decarbonised gas. This has led to several projections of the scale of decarbonised gas which could potentially be supplied by 2030, 2040 or 2050. This paper, joint with the Sustainable Gas Institute at Imperial College, London, considers the very significant rate of scale up and the significant cost reductions contemplated by such projections.  Based on a database of actual announced projects (both committed and in earlier stages of development) for production of decarbonised gas, it then considers the extent to which project activity is consistent with meeting the ambitious projections. It identifies a significant gap in current levels of activity, largely because there is not yet sufficient economic incentive for investors to develop the required projects. It is intended that this paper will form the basis of continued tracking of the level of activity over the coming years, to help inform industry players of further actions which may be required. [post_title] => A mountain to climb? Tracking progress in scaling up renewable gas production in Europe [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => a-mountain-to-climb-tracking-progress-in-scaling-up-renewable-gas-production-in-europe [to_ping] => [pinged] => [post_modified] => 2019-10-16 10:49:30 [post_modified_gmt] => 2019-10-16 09:49:30 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=32161 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [14] => WP_Post Object ( [ID] => 31225 [post_author] => 111 [post_date] => 2018-10-08 10:57:15 [post_date_gmt] => 2018-10-08 09:57:15 [post_content] => Since the COP 21 meeting in Paris in December 2015, there has been a growing realisation that with the long-term objective that the energy system should be approaching carbon-neutrality by 2050, continuing to burn significant quantities of fossil-derived natural gas will not be sustainable. If existing natural gas infrastructure is to avoid becoming stranded assets, plans to decarbonise the gas system need to be developed as a matter of urgency in the next three to five years, given the typical life expectancy of such assets of 20 years or more. One of the options to decarbonise gas is “power-to-gas”: production of hydrogen or renewable methane via electrolysis, using surplus renewable electricity. This Energy Insight reviews the status of power-to-gas and makes an assessment of potential future development pathways and the role which it could play in decarbonising the energy system. [post_title] => Power-to-Gas: Linking Electricity and Gas in a Decarbonising World? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => power-gas-linking-electricity-gas-decarbonising-world [to_ping] => [pinged] => [post_modified] => 2020-04-29 09:39:04 [post_modified_gmt] => 2020-04-29 08:39:04 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=31225 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [15] => WP_Post Object ( [ID] => 30771 [post_author] => 111 [post_date] => 2017-12-11 11:04:25 [post_date_gmt] => 2017-12-11 11:04:25 [post_content] => The Caribbean has been described as a potentially ideal region for LNG imports due to its present dependence on diesel and fuel oil for power generation, high electricity tariffs and its proximity to regional LNG suppliers in Trinidad & Tobago and on the US Gulf Coast. Central America is also attracting investor interest as demonstrated by the construction of an LNG import terminal in Panama. The region is of interest to the wider LNG industry, as some of the technical, commercial and logistical innovations being developed for the Caribbean may be useful models for developing smaller potential LNG markets elsewhere in the world (e.g. in Africa, SE Asia, Mediterranean islands). While other parts of the world have struggled to progress LNG import plans, new projects have been developed in the Caribbean, such as in Jamaica and Panama, both relying on supply to power plants and alternative business models appropriate to the local markets. The small size of the markets presents logistic and commercial challenges for the supply of LNG and for financing the projects. This paper provides an overview of the Caribbean markets and the potential for LNG imports across the region. It also investigates the key commercial, logistical and regulatory challenges for the development of a natural gas market in the region. [post_title] => The potential market for LNG in the Caribbean and Central America [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => potential-market-lng-caribbean-central-america [to_ping] => [pinged] => [post_modified] => 2020-04-29 09:39:25 [post_modified_gmt] => 2020-04-29 08:39:25 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=30771 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) [16] => WP_Post Object ( [ID] => 30490 [post_author] => 111 [post_date] => 2017-06-21 12:01:27 [post_date_gmt] => 2017-06-21 11:01:27 [post_content] => With a current focus on the need to decarbonise the energy system, and increasing interest in decarbonising the gas industry[1], this short paper provides an overview of the current status and considers the potential for further growth in the production and use of biogas and biomethane. It focuses on key countries in Europe, which have been leading the way in commercial scale production, and touches briefly on the potential in the rest of the world. The paper includes a short overview of the feedstocks and technologies involved, an assessment of the potential supply growth, a review of the economics and comparison with alternative approaches towards decarbonising the energy system, and a consideration of the impact of government policy on the rate of growth of the industry. [1] Stern 2017: The Future of Gas in Decarbonising European Energy Markets [post_title] => Biogas: A significant contribution to decarbonising gas markets? [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => biogas-significant-contribution-decarbonising-gas-markets [to_ping] => [pinged] => [post_modified] => 2020-04-29 09:39:55 [post_modified_gmt] => 2020-04-29 08:39:55 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.oxfordenergy.org/?post_type=publications&p=30490 [menu_order] => 0 [post_type] => publications [post_mime_type] => [comment_count] => 0 [filter] => raw ) ) [post_count] => 17 [current_post] => -1 [before_loop] => 1 [in_the_loop] => [post] => WP_Post Object ( [ID] => 47119 [post_author] => 974 [post_date] => 2024-03-19 11:05:50 [post_date_gmt] => 2024-03-19 11:05:50 [post_content] => Green hydrogen emerges as a promising solution to the intermittency of renewable energy resources, offering storage and transport capabilities essential for a sustainable energy future. However, establishing a viable supply chain poses challenges due to high conversion costs and logistical complexities. Hence, considering the cost dynamics of the entire supply chain is crucial to derive effective strategies and policies. Also, international collaboration is deemed necessary to bridge the gap between regional supply and projected demand. Hence, the paper investigates the green hydrogen’s potentials as an energy carrier, addressing the challenges and opportunities in terms of production, trade, and utilization from an interdisciplinary perspective. Herein, the analyses focus on the potential hydrogen route from the Gulf region (the Kingdom of Saudi Arabia) to Europe (Germany) as an illustrative case study. The study emphasizes the importance of factoring in uncertainties, externalities, technological advancements, and transportation while assessing the economic viability of the potential value chain and trading route. Additionally, location strategies, product selection, competitiveness, and geopolitical factors all play significant roles in shaping the green hydrogen market. For potential exporters like Saudi Arabia, addressing these strategic aspects is essential to capitalize on their renewable energy potentials and establish themselves as key players. The discussion also delves into the perspectives of exporters (e.g. KSA) and importers (e.g. Germany), revealing key considerations for each party and suggesting appropriate strategies to mitigate risks and uncertainties. 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Latest Publications by Martin Lambert