Table 1.

Summary of research results

Criteria Energy transition accelerator (ETA)H2 Global FoundationNitric acid climate action group (NACAG)Transformative carbon asset facility (TCAF)Pilot auction facility (PAF)
Financial mechanismJurisdictional carbon crediting and private finance mobilizationCarbon contracts for difference and double auction modelGrants for private sector entities with public commitment as preconditionResults-based payments for verified emissions reductionsAuctioning of put options
Governance (private, public)Public and private partnershipPublic and privatePublicPublicPublic
Financial volume (targeted)$72–$207bn through 2035$3.5–$4bnNot indicatedCapitalization target of $210m$40m
Type of finance providedResults-based payments based on carbon creditsPurchase of hydrogen via auctioning that is resold through another auction within the EU. Potential price difference covered by the initiativeGrantsResults-based finance (program-based, sectoral and policy crediting)Auctioning of tradable put options
Recipients targeted by the initiative and level of incentivePublic at jurisdictional level: national and subnational governmentsNo recipient in the strict sense; public finance covers the price difference between world market prices and the prices at which European companies would buy hydrogenThe financial incentive is provided at the private level through funding for individual nitric acid plant operators; political incentive is established at public level through national commitment as precondition for fundingGovernment level: national governments are incentivized and supported by grants for verified emission reductions to implement policies that create conditions for private investments in low-carbon technologies
EligibilityETA partner countries and buyers must meet respective criteriaRecipient plant operators must be based in countries whose governments have committed to sustaining the mitigation activitiesGovernments from developing countries that have developed detailed mitigation program and respective documentsCarbon market activity proponents meeting specific criteria
Risk allocationAs the payments are made upon delivery of ETA credits, the risk largely remains with partner countriesRisk remains with the investors supporting the initiative, who contribute to covering the price differenceThe risk is distributed across the different actors involved, who depend on each otherAs the payments are made upon delivery of verified emission reductions, the risk largely remains with the partner countries; additional risk if ITMOs adversely impact NDC attainmentNo risk for the successful investor who acquires the right (but not the obligation) to sell future carbon credits at prices set by the auction
TransparencyKey information was made available on the initiative’s website until US change of governmentWebsiteWebsiteWebsiteWebsite
Transformative potential and scalabilityThe sectoral crediting approach applied by the ETA could hold significant potential for scalability, while the transformative potential could be undermined if ETA credits are misused by companies, deterring sectoral decarbonizationThe approach has significant scaling potential while there is also the threat that an exclusive focus on importing green hydrogen from the developing world could replicate old dependency patternsThe approach holds considerable transformative potential while at the same time scalability being limited because of the reliance on public fundingIf carefully balanced, then the combination of the two pathways (RBCF and ITMOs) could hold significant potential for both, transformative potential and scalability; risks of ITMO transfer must be carefully managedThe transformative potential and scalability is limited, as it builds on the failure of an existing policy instrument and might involve high transaction costs
Source(s): Authors’ own work

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