In light of exciting positive policy developments in Australia and the impact on domestic and export sales of green electrons, hydrogen, and ammonia; the EAH team speaks with Isaac Hinton, Head of Australia for InterContinental Energy (ICE), a global pioneer in large-scale green hydrogen development. Isaac unpacks the ‘Future Made in Australia Act’, other Federal and Statewide government initiatives and their impact on the green hydrogen industry. He delved into the positive ramifications for InterContinental Energy projects in Western Australia (WGEH and AREH), and overall Company leadership, partnership and activities intended to truly move the decarbonization needle.

About Isaac Hinton:

Isaac is the Head of Australia for InterContinental Energy, a global pioneer in large-scale green hydrogen development, now in its 11th year with mega-projects in Western Australia and Oman.

Isaac oversees the Company's strategic initiatives, activities, and partnerships in Australia, supporting long-term growth and project implementation. Isaac also chairs the consortia developing the Western Green Energy Hub (WGEH) and the Australian Renewable Energy Hub (AREH).

With a career spanning two decades in energy and resources, including over a decade at BHP in various senior roles across Sales, Procurement, Finance and Operations; coupled with his leadership in key Australian green energy initiatives, Isaac brings a wealth of expertise and insight to the renewable energy landscape.

About InterContinental Energy:

InterContinental Energy (‘ICE’) is an industry leader, with three flagship projects attracting partnerships from energy giants such as Shell, bp, and KEPCO. The company's innovative approach has gained support from major institutional investors such as one of the largest sovereign wealth funds GIC of Singapore, and the largest hydrogen only fund, Hy24. Beyond project development, it has emerged as a leading technology provider through its patented Power to Hydrogen nodal innovation, P2(H₂)NodeTM.

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Links:

Intercontinental Energy

https://www.intercontinentalenergy.com

EPA Release

https://intercontinentalenergy.com/wp-content/uploads/2024/12/20241125-EPA-media-release-FINAL.-Header.pdf

Western Green Energy Hub

https://en.wikipedia.org/wiki/Western_Green_Energy_Hub

Back by popular demand, Christopher Jackson, Alicia Eastman, and Patrick Molloy speak about the industry highlights and lowlights, expectations for 2025 and what we can do to improve outcomes across the board. Equal parts sweepingly generalist and mind numbing minutiae create the perfect pundit cocktail. Wallow in the bad news and celebrate the bright sides together!

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Links:

https://www.eahpod.com

The EAH team discuss Sustainable Aviation Fuels (SAF), chemicals, plastics and the route to hydrogen at scale with Andrew Symes of OXCCU.

About Andrew Symes:

Climate Tech investor and entrepreneur Andrew Symes is focused on net zero technologies. He helped spin out the company and led the first investment round from IP Group in 2021 before joining as CEO in 2022. He was previously Investment Director at IP Group (now Kiko Ventures), an Associate at BP Ventures, and held commercial roles in the BP commodity trading business.

Andrew has a first-class Masters degree in Chemistry from the University of Oxford.

About OXCCU:

OXCCU combines CO2 with H2 and renewable electricity to create sustainable fuels and materials such as Electrolytic Sustainable Aviation Fuel (eSAF), chemicals and plastics.

They have developed cutting-edge technological processes and catalysts that could revolutionise the way we produce fuels, chemicals, and biodegradable plastics. They combine CO2 from a variety of sustainable sources with H2 and renewable electricity, resulting in a sustainable and environmentally-friendly energy solution.

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Links:

OXCCU

https://www.oxccu.com/about

The EAH team sits down with power pioneer Marco Dell’Aquila, Patient Zero of the hydrogen bug. Under his tutelage, Andrew Leedom, Patrick Molloy and Chris Jackson were motivated to launch their successful and rewarding careers in hydrogen. Alicia Eastman has also found inspiration and an excellent lunch time raconteur.

About Marco Dell’Aquila:

Marco is an investor, adviser, developer, author and professor with nearly 35 years experience in the energy sector. He is currently the Chief Investment Officer at Protium and he co-founded and chairs Power Capital. Marco is also a Senior Adjunct Professor of Energy, Resources and Environment at the Johns Hopkins University, School of Advanced International Studies and the co-founder of Inspiratia.

He co-founded Infrastructure Journal (now IJ Global) in 1997. In the 1990s, he was an Executive Director of General Electric Capital’s projects group based in London, developing and investing in energy projects in the EMEA region.

Professor Dell'Aquila has taught at SAIS since 2011 and is a member of the SAIS Europe Advisory Council. As Chairman of inspiratia and previously IJGlobal, Dell’Aquila has spent 25 years as an author and commentator on the evolution of energy and infrastructure markets, as well as regulation and emerging technologies to combat climate change. He has also advised on numerous energy transactions around the world spanning virtually all forms of cleantech and renewables.

Marco has a BSc (Tech) in Civil and Structural Engineering from the University of Manchester and an MA in International Relations and Economics from SAIS.

About Power Capital

Power Capital is a financial advisory firm which has won mandates of corpus €13 billion since 1997.

About Inspiratia

UK based Energy and Infrastructure data & analysis provider.

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Links

Protium: https://protium.green/team/

Inspiratia: https://inspiratia.com/

SAIS: https://sais.jhu.edu/

Power Capital: https://www.powercapital.ie/

EAH spoke with Miguel, after a little over a year in the CEO post, to understand where the group is heading. He describes his plans for the Company and in particular, the DeCarbon Technologies Group, which is working with many important partners to accelerate emissions elimination innovation.

About Miguel López Borrego:

Miguel began his professional career in 1987 as a controller at VDO AG. He was subsequently CFO of VDO Instrumentos in Spain and the worldwide VDO Instrument Division. Within the Siemens Group, López was CFO of various business units of Siemens AG from 2001 – including the Industry Automation Division from 2008, the Digital Factory Division from 2014 and Siemens Gamesa Renewable Energy from 2017. In the years from 2018 to 2022, he was President & CEO of Siemens in Spain. During this period, he also performed the role of Non-executive Chairman of the Board of Directors at Siemens Gamesa. From 2022 to May 2023, he held the position of Chairman of the Board of NORMA, an automotive and industrial supplier. Since June 2023 he has been CEO of thyssenkrupp AG.

Miguel studied business administration at the Mannheim University of Cooperative Education. López also completed a global MBA program at the universities of Toronto (Canada), Erftstadt (Germany), Linz (Austria) and Shanghai (China).

About thyssenkrupp:

thyssenkrupp is an international industrial and technology company employing ~100,000 people. Across 48 countries it generated sales of €38 billion in fiscal 2022/2023. Since October 1, 2023, the business activities have been bundled into five segments: Automotive Technology, Decarbon Technologies, Materials Services, Steel Europe and Marine Systems. Backed by extensive technological know-how, the businesses develop cost-effective and resource-friendly solutions to the challenges of the future. Around 4,000 employees work in research and development at 75 locations all over the world, mainly in the fields of climate protection, the energy transition, digital transformation in the industry and mobility of the future. thyssenkrupp currently has a portfolio of approximately 14,630 patents and utility models. Under the thyssenkrupp umbrella brand the company creates long-term value with innovative products, technologies and services and contributes to a better life for future generations.

To this end, the company pursues ambitious climate protection targets and optimizes its own energy and climate efficiency. At the same time, it uses its diverse abilities along the relevant value chains to play a significant role in driving forward its customers’ green transformation. thyssenkrupp is listed in the MDAX index. thyssenkrupp shares are traded on Frankfurt Stock Exchange (symbol: TKA) and as American depositary receipts (symbol: TKAMY) in the USA.

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Links:

thyssenkrupp:

https:/www.thyssenkrupp.com/en/home

thyssenkrupp DeCarbon Technologies:

https://www.thyssenkrupp.com/en/company/corporate-structure/decarbon-technologies

The team sits down with Gene Gebolys CEO and founder of World Energy to discuss his and World Energy's journey to producing sustainable fuels and their plans in the hydrogen space.

About Gene Gebolys:

Gene Gebolys is the founder and CEO of World Energy. For over 25 years, World Energy has been at the forefront of commercializing renewable fuels and was the world’s first commercial-scale sustainable aviation fuel producer.

Today, World Energy is investing over $15 billion into major new projects in California, Texas, and Newfoundland to help leaders accelerate their efforts to make net-zero real. Gene launched World Energy to accelerate the commercialization of alternatives to fossil-based motor fuels and has played a leading role in building today’s global biofuels industry. Under Gene’s leadership, World Energy is currently undergoing a $2.5 billion dollar conversion project at its Los Angeles facility that will convert the facility into a 100% renewable production hub. The Los Angeles project is the model for World Energy’s Houston facility conversion, currently underway. Once complete, the LA and Houston facilities will allow World Energy to produce a total of 500 million gallons of SAF by 2026.

World Energy:

World Energy is a low-carbon solutions provider focused on helping the world's leading companies make their net-zero commitments real. Our solutions Include sustainable aviation fuel, renewable diesel, and renewable naphtha, with plans to create renewable propane and green hydrogen.

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Links:

Announcement of World Energy’s SAF certificate insets deal with BCG (5/7/24) https://www.worldenergy.net/bcg

The Sustainable Aviation Buyers Alliance (SABA) announcement from April aggregating 20 corporate buyers for a $200 million investment in the SAF industry via SAFc.

More about World Energy: https://www.worldenergy.net/

The team sits down with Rishi Jain to discuss Cross River’s marquee wind, hydro, nuclear, hydrogen, ammonia project in the revitalized heavy industrial Port of Belledune, New Brunswick, Canada.

About Rishi Jain:

Rishi is a Partner and Managing Director at Cross River Infrastructure Partners. He leads the hydrogen and nuclear business development activities of the firm and is responsible for all aspects of project origination. Rishi also manages commercial processes, stakeholder relations, is closely involved with financial structuring of projects, and is the lead for strategic partner relationships.

Prior to joining Cross River, Rishi was a special situations and macro analyst at Great Oaks Capital Management, focused on energy, natural resources, and industry. Rishi also originated and managed the firm’s earlier stage investments in new industrial clean-tech and clean-resource companies.

Rishi is a graduate of the Wharton School at the University of Pennsylvania and also completed the Chartered Financial Analyst program.

About Cross River Infrastructure Partners:

Cross River is an early-stage developer of clean energy infrastructure including clean fuels production such as clean industrial-scale hydrogen and ammonia production via water electrolysis, as well as nuclear and renewable power generation. Within nuclear, Cross River is focused on development of advanced nuclear projects, deploying generation IV SMRs for industrial CHP and hydrogen, as well as medical and industrial radioisotope production. The group also develops wind, solar and storage solutions primarily for upstream green hydrogen and green industrial production.

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Links:

https://crossriverip.com/

https://www.portbelledune.ca/green-energy-hub/green-hydrogen-project

Co-hosts Chris Jackson and Alicia Eastman had the pleasure to interview Bart White of Santander Corporate and Investment Banking (SCIB). The discussion was mostly regarding optimizing different bespoke tools to accelerate the energy transition with some case examples provided by Bart. After the interview, Patrick Molloy stepped in to unpack and discuss some of the wide-ranging topics with the same rigor we have come to expect.

About Bart White:

Bart runs the SCIB Energy financing activities across EMEA and parts of Latin America. The team is primarily focused on financing and advisory for Renewables where Santander has ranked #1 in 2022, 2023 and 2024 YTD Europe). They are also involved in Hydrogen, CCS, BESS, Biogas, and other tangential subsectors such as EfW and Smart Meters.

Previously, Bart ran the Santander UK and Nordics structured finance business, and before that he led the Santander European structured finance advisory practise. Bart has also worked at UBS leading their EMEA Utilities and Infrastructure Finance business, as well as RBS. Bart holds an MA in Physics from the University of Oxford.

About SCIB:

In 2023, Santander CIB was named global leader in export finance for the second year running and ended the year In 2023 as the world's leader in export finance, with transactions amounting to US$13.2 billion and a market share of 12.1%.

The bank’s global scale and local knowledge of the sectors and markets where its clients operate has ensured Santander’s position on top of the ranking published by Dealogic, one of the most widely used tools for analysing the performance, trends, activity and market share of financial institutions.

With this positioning, the Group demonstrates its ability to meet client needs globally in a tough landscape. Santander CIB reached the first position in Europe and is among the top 10 in Latin America, the Middle East and Africa.

Credit insurance from ECAs and other multilateral institutions is one of the main means of financial support for international expansion. It helps companies obtain financing through specialised products with competitive terms and conditions that are tailored to their needs and mitigate the risks that their cross-border activities can pose.

In recent years, Santander CIB has been developing its Export & Agency Finance (EAF) business, with the spotlight on import and export clients. It has contributed to the design of innovative products hand in hand with ECAs, combining global and local origination and structuring capabilities that underpin the franchise's success.

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Links:

www.santandercib.com

https://www.santandercib.com/press-room/santander-cib-named-global-leader-export-finance-second-year-running