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4min chapter
America’s green industrial strategy 2.0
The Green Blueprint
The Rise of Clean Hydrogen Production in the US
In hydrogen, we're probably at around $46 billion worth of capital allocation for hydrogen projects that have already been announced. We're on track to doing about 10 million tons of clean hydrogen production by the end of the decade. By contrast, you have two other liftoff reports where we're probably only on track to maybe $9 billion worth of investment in long duration energy storage. That's not predicting failure. It's just a conversation with the private sector saying, here are some real hurdles that are in their way to allocating more capital"
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