Buyers looking to enter this nascent market face multiple risks
Letter on hydrogen: Caveat emptor
The use of innovative risk management techniques used in other commodity markets can help overcome the impasse between producers and offtakers that threatens to stall the hydrogen sector’s growth
Just 4% of the low-carbon hydrogen production projects announced globally have reached FID, according to the IEA’s latest review of the sector. That number will alarm policymakers around the world amid a growing realisation that hefty supply-side subsidies alone are not nearly enough to unlock the investment needed to meet ambitious 2030 production capacity targets. The IEA urges governments to match their generous supply-side subsidies with more support for the demand side of the market. The argument is that this will help bring long-term offtakers to the table, in turn making supply projects more bankable. Concerns over the lack of willing buyers have dominated recent debate in the i
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Government awards €1.21b of funding to seven large-scale projects as it chases capacity target of 12GW by 2030
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Speakers at this year’s CERAWeek conference noted the growing interest in green hydrogen, but hurdles such as cost remain to its adoption at scale
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A reassessment of clean hydrogen’s growth trajectory is underway, but the energy vector’s long-term potential to decarbonise remains intact
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Collaboration has become crucial to success as projects turn out to be more complex and expensive than previously thought, industry figures tell Dubai conference
