On today’s bonus episode of the podcast, Dana is joined by Kathy Gao, a Senior Associate from BloombergNEF’s Hydrogen team, to unpack the things to watch for the sector in 2024.

Together they discuss offtake agreements and the potential for shipping and aviation to step up as customers, whether nuclear could become a viable method of hydrogen production among the plethora of available options, and the policies that could drive supply and demand in the year ahead.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

Hydrogen: 10 Things to Watch for 2024 - https://www.bnef.com/insights/33105/view

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