🔋💨 Green Hydrogen Retreats: BP, Shell, Repsol, Engie
💬 “Green hydrogen is the fuel of the future — but for now, the future is on hold?
MrsSustainability
KtalystInsights | GreenHydrogen | MrsSustainability
📉 26 GW wind + solar. 1.6 million tonnes green H₂. AU$55 billion project.
🛑 BP exits Australia’s AREH in July 2025 — refocuses on oil & gas returns.
⚠️ From $30B planned low-carbon spend, BP slashes to ~$4B by 2030.
🧭 They’re not alone. A global correction is underway.
📌 BP – Exited AREH, Australia (2025)
📌 Shell – Paused Rotterdam H₂ hub (600 MW, 2024)
📌 Repsol – €2.5B Spain projects delayed; seeking new subsidies
📌 Equinor – Norway H₂ plans deferred due to cost overruns
📌 Engie – India JV with NTPC slowed down amid offtake issues
📊 Globally, over 70% of large-scale green H₂ projects are stuck at MoU or concept stage (IEA, 2025).
NetZero | EnergyTransition | HydrogenEconomy | BPExit | ClimateCapital
Originally published on LinkedIn on 2025-07-25 12:05:48: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A2474261-7354482000310812672
🧠💸 “Offsetting Reality” — How Carbon Credits Became Climate’s Cryptocurrency
> 🔍 “When profit meets planet, only integrity can keep the balance sheet honest.
Ktalyst Keystone
🎙️ A poem to stir your strategy soul:
They sold the smoke, they priced the air,
A ton of guilt, a clean affair.
But forests whisper what markets fake—
A credit bought can’t fix what we break.
🚨 Carbon Credits: The $700 Billion Climate Currency? 🌍
🌿 In the evolving climate economy, carbon credits are no longer the side hustle—they’re the main act. From voluntary offsets to full-blown compliance markets, we’re seeing the rise of a parallel economy where carbon has a price, a passport, and a passport control booth.
🌀 What’s Changing?
✔️ Market size: $120–135B (2024) ➡️ $700B+ (2037 forecast)
✔️ Voluntary market 💵 down, but removal credits 🌱 up
✔️ Article 6.4 has arrived—rules in place, trading begins
✔️ Corporate credit retirements ≈ issuances → Net neutral Q1 2025
📉 BUT… the fine print matters:
🔺 Greenwashing is still lurking
🔺 Quality is inconsistent
🔺 Trust depends on tech (MRV, satellite, blockchain)
💼 For investors, ESG heads, CFOs:
This is no longer just a checkbox.
Carbon is a tradable asset, a reputational hedge, and a regulatory lever.
🎯 TL;DR:
Is your company still paying to pollute, or profiting through accountability?
💬 Let’s talk credits, compliance, and credibility.
👇 Drop your thoughts. The market is watching.
Originally published on LinkedIn on 2025-06-17 16:10:06: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A4385073-7340772740360024064
🌊 Angels_in_the_Algae: Meet the Backers Fueling India’s Seaweed Revolution
KtalystInsights | AngelInvesting | SeaweedStartups | BlueEconomy | SustainableIndia | ClimateCapital | NamasteIndia
With 7,500 km of coastline and over 844 native species, India has what it takes to lead the green tide.
Potential seaweed yield? 👉 9.7 million tonnes annually
Actual production? 👇 ~34,000 tonnes
The gap is a kelp-sized opportunity. And smart capital is starting to swim in 🐟💸
Here’s how angel investors are seeding India’s blue economy boom:
🔹 🚀 Sea6 Energy (Bengaluru)
🔧 Mechanized ocean farming | 🌱 Bioplastics & biofuel | 📈 Exports to 20+ countries
💰 Backed by:
🔸 Aqua-Spark (Netherlands)
🔸 Silverstrand Capital (Singapore)
🔸 Tata Capital Innovations Fund
✨ Notable Innovation: SeaCombine harvester & AgroGain biostimulant
🔹 🌿 AquAgri Processing Pvt Ltd (TamilNadu)
🌾 Seaweed-to-carrageenan | 🧪 Crop yield boosters | 👩🌾 600+ fisherfolk employed
💰 Backed by:
🔸 Founder Abhiram Seth (ex-PepsiCo)
🏆 Winner of Tom Ford Plastic Innovation Prize
🔹 ♻️ ZEROCIRCLE Alternatives (Gujarat, Maharashtra)
🎯 Bioplastics for packaging, fashion, F&B
💰 Backed by:
🔸 Rainmatter Foundation (Zerodha)
🔸 GIZ Germany
🔸 Tom Ford Foundation / XPrize
🔹 🍴 Devaamritam | AMMACHI Labs (Kerala)
🥒 Seaweed pickles & superfoods | 🚺 Women-led rural ventures
💰 Backed by:
🔸 Amrita Vishwa Vidyapeetham (Institutional incubation)
🧺 Community-first entrepreneurship meets marine nutrition
🎯 Why It Matters
✅ Global seaweed market = $18.4B (2024)
✅ Climate-positive & methane-reducing
✅ Plastics, proteins, and petrol alternatives from the sea
✅ Supported by PMMSY, NABARD, and India’s Blue Economy 2.0
📉 But Watch the Undercurrents
⛔️ Capital-intensive tech & long product approvals
⛔️ Few earlyexits = investor hesitation
⛔️ Environmental impact assessments required at scale
🧠 “Algae may be ancient, but India’s seaweed startups are new-age disruptors—decarbonizing one frond at a time.
KtalystKeystone
Originally published on LinkedIn on 2025-06-16 13:28:56: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7340369794669449216
