Amena H. Saiyid

Topsoe pauses work on Virginia factory, as electrolyzer demand dips Scoop: The Danish manufacturer’s decision follows the earlier sunset of the 45V clean hydrogen production tax credit.

China's lead in manufacturing the electrolyzers needed for hydrogen production is growing as yet another major company pauses plans for a U.S. factory.

In this case, it's Topsoe's plant in Virginia, per @amenasaiyid.bsky.social in @latitudemedia.bsky.social:

www.latitudemedia.com/news/topsoe-...

U.S. leaps over China in battery investment — for now - Cipher News The role reversal in battery-investment dominance is the result of two converging trends: tax credits in the U.S. and China pulling back its expenditures in the sector.

"The U.S. has laid the groundwork for a 'renaissance in battery manufacturing,' said Hannah Pitt with Rhodium Group, but the changes being debated in Congress would be a 'double whammy' for the battery market, hitting both the supply and demand side."

www.ciphernews.com/articles/u-s...

Solar power is everywhere in Pakistan—here’s what that looks like - Cipher News To say solar power is booming in Pakistan is an understatement. On a recent trip to my native country, I was overwhelmed by the omnipresence of solar energy in nearly every corner.

Solar power is everywhere in Pakistan—here’s what that looks like www.ciphernews.com/articles/sol... @amenasaiyid.bsky.social in @cipherclimate.bsky.social

Home court advantage: Whirling turbines, solarized schools and of course, food poisoning - Cipher News For Amena Saiyid, returning to Pakistan to report on clean energy both challenged her as a journalist and gave her an opportunity to see her home country with fresh eyes.

Returning to my native country of Pakistan as a news reporter was quite the experience. It is one thing to visit your relatives; Quite another to experience it through the eyes of a news reporter, as I discovered:
www.ciphernews.com/articles/whi...

Charles Kenny raises valid points and some practical solutions for resolving the impending climate finance gap, which he says is due to cuts in public spending and a slump in private financing.

The question is what percentage of these 2000 projects are under construction and will they be completed in time to take advantage of the tax credits before they are ended by the current administration.

To be competitive in AI race, the political right will need to accept the need for solar+batteries, and the political left will need to accept the need for natgas peakers. So says

New politics needed for a new energy world.

3 charts tell the story of how China dominates critical minerals, especially in the crucial step of refining -- a mineral is not useful if not refined!

⬇️

Read more @cipherclimate.bsky.social: www.ciphernews.com/articles/how...

As Trump is sworn in, fossil fuels are already booming - Cipher News The evolving energy systems in the United States are a humbling reminder of the limited power American presidents have over this sector, despite the political rhetoric coming out of Washington.

As Trump is sworn in, fossil fuels are already booming www.ciphernews.com/articles/fos... by @amenasaiyid.bsky.social via Cipher News

2025 climate solutions trends: Scrutiny, humility and surprises (probably!) - Cipher News Amy Harder shares the five global climate solutions trends she's watching in 2025.

2025 climate solutions trends: Scrutiny, humility and surprises (probably!) www.ciphernews.com/articles/202... My annual Cipher News outlook, with help from @amenasaiyid.bsky.social, @catclifford.bsky.social and more.

Down and Out in London and Paris by George Orwell.

Eleventh-hour hydrogen rule to face uncertainty in Trump administration - Cipher News The Biden administration released its long-awaited final guidance for clean hydrogen tax credits. The rules are crucial for the nascent sector to move forward — and face uncertainty under the incoming...

Given the unknowns around Trump's position on hydrogen, "it wouldn’t make sense for developers to take a final investment decision based on this,” BloombergNEF analyst says re: final hydrogen tax credit guidance. www.ciphernews.com/articles/ele... by @amenasaiyid.bsky.social

Good question. I will certainly be looking into this angle. Right now we don’t track this technology but something worth considering for sure!!

Eleventh-hour hydrogen rule to face uncertainty in Trump administration - Cipher News The Biden administration released its long-awaited final guidance for clean hydrogen tax credits. The rules are crucial for the nascent sector to move forward — and face uncertainty under the incoming...

Here’s my take on what the Biden administration’s eleventh-hour guidelines for claiming #cleanhydrogen tax credits means for the nascent sector. The rules are more flexible than the ones proposed a year ago.
But only existing producers can take advantage of them.
www.ciphernews.com/articles/ele...

Eleventh-hour hydrogen rule to face uncertainty in Trump administration - Cipher News The Biden administration released its long-awaited final guidance for clean hydrogen tax credits. The rules are crucial for the nascent sector to move forward — and face uncertainty under the incoming...

The Biden administration finalized long-awaited federal guidelines for the clean hydrogen industry just over two weeks before President-elect Donald Trump enters office, injecting (more) uncertainty into the nascent sector.
www.ciphernews.com/articles/ele... by @amenasaiyid.bsky.social

Eleventh-hour hydrogen rule to face uncertainty in Trump administration - Cipher News The Biden administration released its long-awaited final guidance for clean hydrogen tax credits. The rules are crucial for the nascent sector to move forward — and face uncertainty under the incoming...

The #45V hydrogen production guidelines just dropped 3 weeks before the inauguration - @amenasaiyid.bsky.social at Cipher News breaks down the new policy and its future: www.ciphernews.com/articles/ele...

Investments in clean hydrogen, carbon capture, critical minerals & sustainable-aviation fuel drew nearly $48 billion in 2022 & nearly $42B in 2023.

Yet those numbers dwindled to $16.2B in the first 3 quarters of 2024. www.ciphernews.com/articles/cip...

By @amenasaiyid.bsky.social in Cipher News

Oil and gas techniques could unlock geothermal energy’s global potential - Cipher News Cutting edge technologies to tap the heat beneath the earth's surface could supply as much as 8% of the global electricity mix, according to the IEA's latest findings.

Oil and gas techniques could unlock geothermal energy’s global potential www.ciphernews.com/articles/oil... by @amenasaiyid.bsky.social in Cipher News

Season’s greetings to all from the nation’s capital.

We don’t track nuclear yet so I can’t tell you how the investments in this space fared this year. If you know then please do share.

You raise an interesting point but I am not sure which trend you are referencing here. Traditional nuclear power is an established and mature technology. Advancements in nuclear reactor technology such as small modular reactors aren’t mature; hence, they are considered emerging.

2024 reflections: AI power, elections and more - Cipher News We knew some of what this year would bring — like consequential elections — while some events took many of us by surprise — like a sudden boom in electricity demand fueled (largely) by artificial inte...

I've been looking back and ahead on energy/climate trends since 2018! This year, my Cipher News colleagues (including @catclifford.bsky.social & @amenasaiyid.bsky.social) are a big help as we reflect back on 2024: AI power, elections and more.
www.ciphernews.com/articles/202...

All #energysky reporters today awaiting LNG study when a DOE news release pops into their inbox (2 false alarms this morning)

OPPORTUNITY | More than HALF of global coal mine methane emissions could be avoided NOW by implementing cost-effective solutions we already have ✅

🧵1/6 👇

Dozens of luxury condos, hotels in Miami sinking at ‘unexpected’ rates, new study reveals First-ever observation of continuous subsidence shows as much as 70 percent of high-rises affected in some areas of Miami

Yikes, .8-3” of sinking, 2016-2023.“Globally, similar subsidence within such a large area has never been reported…this could be a sign that rising sea levels [are] accelerating the erosion of the limestone on which South Florida is built.” www.miamiherald.com/news/local/e...

Cipher analysis: Emerging clean technologies see sharp drop in investments this year - Cipher News Spending announced for several key emerging clean technologies in the United States fell this year, as market forces, lack of infrastructure and political and regulatory uncertainty disrupted the mome...

Emerging clean technologies see sharp drop in investments this year: Analysis by @amenasaiyid.bsky.social www.ciphernews.com/articles/cip...

Cipher analysis: Emerging clean technologies see sharp drop in investments this year - Cipher News Spending announced for several key emerging clean technologies in the United States fell this year, as market forces, lack of infrastructure and political and regulatory uncertainty disrupted the mome...

A Cipher analysis shows a sharp decline in this year’s investments in emerging clean technologies ranging from clean hydrogen production to critical mineral processing. Read my latest article: www.ciphernews.com/articles/cip...