Everything About Hydrogen State of the Union with the Everything About Hydrogen Team
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Dec 5, 2024 The hosts dive into the whirlwind of political upheaval and its ripple effects on the hydrogen market. They spotlight leading nations in hydrogen development like the US and South Korea while discussing the importance of demand-side incentives. Shipping fuels and AI's impact on energy needs also get the spotlight. Amidst the challenges, they assess the future of hydrogen, highlighting both large and small projects. With optimism, they share exciting upcoming pilots and emphasize the role of private capital in fueling the hydrogen revolution.
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Geopolitics Shaped Hydrogen Momentum
- Global politics in 2024 disrupted energy markets and shaped hydrogen policy momentum.
- Shifting elections and instability reduced consistent international leadership on hydrogen deployment.
Leadership Emerged Outside The U.S.
- Multiple regions (Australia, Middle East, South Korea, Japan) advanced hydrogen plans independent of the U.S.
- The global hydrogen narrative is diversifying beyond Western centrism and U.S.-led momentum.
Prioritize Demand Signals
- Focus on creating demand-side policies, not only supply incentives, to unlock large hydrogen projects.
- Develop offtake mechanisms and certification to give buyers confidence and reduce investment risk.