“While targets are essential, they will remain out of reach unless the policy landscape evolves,” said Westwood’s Jun Sasamura, with only 17% of planned hydrogen projects set to proceed.
Carola Ruse, Head of Business Unit Electrolyser Solutions tells H2 View that Bosch will expand electrolyser manufacturing capacity step-by-step in response to confirmed orders, as it eyes a flexible, regionalised production strategy – including possible...
Aurora Energy Research said with high costs, weak policy, and a lack of infrastructure, green hydrogen will play “little-to-no” role in the heating, rail, and road transport sectors.
“Existing supply-side incentives are critical, and market mechanisms will catalyse first-mover transactions, but they are not a substitute for policy-backed demand,” the RMI report said.
In response to H2 View, Air Products said the IEEFA report repeats “old, unsubstantiated arguments” while ignoring the benefits of its “proven technology.”
Andrew Symes explained that if production rules are too stringent, “the PtL SAF market won’t even have a chance to be able to start because green hydrogen will be too expensive.”
Despite industry-wide setbacks and recalibration, large-scale industrial hydrogen has made impressive steps to becoming a commercial reality in recent months.
Both Carney and Poilievre promise a reset – but hydrogen and clean energy’s role remains unclear.
Innovation in fuel cells, in an attempt to support the technology’s value proposition, shows no sign of slowing.
Record hydrogen orders, big-name partners, and soaring margins – but Ceres’ CEO says it’s still too soon to count on revenue growth in 2025.
