All the Credit, Ep. 46
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
Clean hydrogen has garnered considerable attention in recent years due to its potential to address hard-to-decarbonize sectors—or—as James Malone, CFA, ESG Specialist, and host of this month’s podcast likes to refer to them, “hard-to-electrify sectors.” These are sectors where electrification has historically been—for a variety of reasons—less attractive, less commercial, or simply not viable.
In this episode of PGIM Fixed Income’s Fixed on ESG, James hosts special guest Catherine Klinger, Executive Director at the New Jersey Governor’s Office of Climate Action and the Green Economy, for a conversation on hydrogen and the Northeastern Regional Clean Hydrogen Hub (“the Hub”), an ambitious proposal to scale the availability and transport of clean hydrogen. Learn about the intricacies of clean hydrogen production and transportation; some considerations for how projects were selected for inclusion under the Hub’s funding opportunity; economic and employment benefits that the proposal is seeking to enable; and what’s next for the Hub and how Catherine’s team in New Jersey is thinking about future advancement for the clean hydrogen economy within the state. James also discusses some of the research he’s done here at PGIM Fixed Income to understand the long-term demand for hydrogen and factors we take into account while considering future investment opportunities.
Recorded on May 19, 2023. The views of any of our guests on this podcast do not necessarily reflect the views of PGIM Fixed Income.