HYDR - Hydrogen: Beyond The Hype, It Is All About Execution

2025-01-22 08:30:00 ET

Summary

• The sector (hydrogen) is shifting from announcements to execution.
• The US leads with blue hydrogen, while Europe is focused on green hydrogen despite cost and trade challenges.
• Meanwhile, hydrogen demand is moving from steel to oil refining and transportation.

By Gerben Hieminga & Coco Zhang

Call 1: Beyond the hype, it's all about execution

Last year, we anticipated that 2024 would serve as a reality check for the efforts to scale up hydrogen. But expectations have fallen even more than anticipated, with new project announcements down by over 80% globally and producers scaling back earlier commitments....

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