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Hydrogen: Bucking the Low-Cost Clean Power Trend
Mar 12, 2025
Join Amar Vasdev, a senior associate at BNEF specializing in energy economics, and Martin Tengler, head of hydrogen research at BNEF, as they dive into the dynamic world of clean power. They highlight record-low costs of electricity from solar and wind while discussing hydrogen's unique position amidst these trends. Their conversation reveals the impact of geopolitical factors on hydrogen production, investment shifts, and the future of renewable energy economics, challenging listeners to rethink cost assessment in the evolving energy landscape.
32:21
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- The unprecedented reduction in levelized cost of electricity (LCOE) for clean energy contrasts sharply with rising costs of green hydrogen production, highlighting a technology disparity.
- China's dominance in renewable energy manufacturing not only contributes to lower electricity generation costs but also positions it as the leading exporter of green hydrogen.
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