This paper explores whether China can replicate its success in solar with electrolyzers, considering government support, learning rates of PV and electrolyzers, Chinese corporate strategies, and the external environment for exports. China’s manufacturing prowess and progress in lowering electrolyzer costs have raised hopes – and concerns – about its potential to lead electrolyzer manufacturing and exports globally, accelerating the clean […]
Hydrogen produced from renewable energy will be critical for key applications. Making the most of hydrogen’s potential will require an EU framework that focuses on delivering hydrogen to where it has the most value for a decarbonised and competitive economy. High energy prices and fossil fuel price volatility make reducing fossil fuel dependence key to achieving a resilient and competitive […]
Stakeholders in the maritime industry are increasingly considering fossil fuel substitutes such as hydrogen. Hydrogen, despite some potential uses, currently faces cost, infrastructure, and technological barriers to widespread maritime adoption. As regulations, technologies, and markets evolve, a range of lower-carbon approaches are emerging across the maritime sector, and it is important to note that fuel stock substitution is only one […]
This analysis shows that the planned investment needs in EU’s energy infrastructure are expected to grow significantly, with hydrogen infrastructure showing planned investments amounting to almost €170 billion between 2024 and 2040. The analysis also showed that the energy infrastructure investments are not equally distributed across the EU, with Germany, France, and the Netherlands together accounting for 53% of total […]
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