Trump’s return to office and uncertainty over climate policy in the US could catalyse H2 growth in Europe, strengthening its decarbonisation drive Donald Trump’s return to the White House last month has brought further uncertainty for the US hydrogen sector. But European industry participants and policymakers have been eager to demonstrate a ‘now more than […]
The US Department of Energy (DOE) has canceled meetings between planned hydrogen hubs and the public, casting further uncertainty over how the multibillion-dollar ventures will proceed as the administration of President Donald Trump pauses clean energy initiatives. California’s Alliance for Renewable Clean Hydrogen Energy Systems (Arches) has informed members of the hub’s Community Benefits Workgroup […]
We began 2024 with optimism, calling it the “year for action” for the European hydrogen industry. And while there were notable achievements – major projects reaching FID; EU policy updates; significant funding announcements – much of the year was characterised by slow progress and lingering uncertainty. As we approach the midpoint to the next decade, […]
After a year of disillusionment, companies with sufficient demand for their products – be that electrolyzers, hydrogen or derivatives like ammonia, methanol or SAF – will do just fine. Less viable projects and companies will be weeded out by natural selection as much of the hydrogen world continues to grapple with existential challenges. The positive […]
The table below shows an overview of the electrolysis technologies available in 2025 with some details on the materials used, current system efficiencies, advantages and challenges and a projection of the stack cost by 2030. 2025 will still be a challenging year for hydrogen projects as electricity prices are not yet as we wish in […]
2025 is well underway for hydrogen with Korea allocating substantial subsidies for H2 vehicles, Chinese electrolyser manufacturers winning selection for a green ammonia project in Oman, Singapore picking a supplier for hydrogen-ready (to 30%) CCGT and German utility Uniper agreeing a fixed-price structure for 42,000 tpy of Norwegian green hydrogen exports. Meanwhile, the US has […]
Hydrogen is a key component of Europe’s decarbonisation and net zero ambitions. Individual countries and the EU have published hydrogen strategies – setting ambitious capacity and demand targets. A number of projects have been announced across Europe’s major markets, with a current pipeline capacity of 111.5GW (LHV) as assessed by Westwood. Europe is driving the […]
U.S. hydrogen developers need more clarity on federal production tax credits (PTC) before moving forward with projects but are hopeful they can convince the incoming administration of the benefits they represent. A raft of hydrogen projects were announced in the US after President Joe Biden announced billions of dollars in federal funding and tax credits […]
The picture below taken from the very recent Clean Hydrogen Monitor 2024 made by Hydrogen Europe tells us that current grey hydrogen costs are around that value. One could make a post about talking if this cost will stay there studying fossil gas evolution but I would let this to the fossil gas experts. However, […]