Hydrogen's role in the energy transition is hotly debated. Technology costs, the practicalities of distribution and storage, and potential applications in hard-to-abate industries are just a few of the discussion topics surrounding this little molecule. In today’s show, we consider the future of hydrogen by zooming in on the electrolyzer market. Cumulative electrolyzer installations are expected to grow from 2 gigawatts in 2022 to roughly 240 gigawatts by 2030. Europe and China are already major electrolyzer markets, and with the advent of the US Inflation Reduction Act (IRA), the hydrogen market in the United States is likely to grow. Today’s show features BNEF hydrogen analysts Adithya Bashyam and Matthew Bravante, who draw upon insights found in BNEF's Global Electrolyzer Outlook 2030 as they lead us through this fascinating field. Subscribers can read this BNEF research note at BNEF on the Bloomberg Terminal, at bnef.com, or on our mobile app.
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