Ambient Fuels

Green hydrogen isn’t just a future concept. Around the world, it’s already powering real industrial decarbonization today. From low-carbon #methanol and sustainable aviation fuel (#SAF) to emissions-free #steel and #fertilizer production — green hydrogen is being used to replace fossil fuels in the world’s most carbon-intensive sectors. If you’re in #refining, #chemicals, #ammonia, or heavy #transportation and you’re asking: ❓ Can green hydrogen actually work for us? ❓ What’s the cost outlook? ❓ What does adoption look like, step by step? Then our newest report is for you. ✅ Clear overview of how green hydrogen works ✅ Real-world use cases across key industries ✅ What incentives are available now ✅ Roadmap to evaluate and implement your own project 👇 The link to download Green Hydrogen 101 is below in the comments. What’s your biggest question or concern about using green hydrogen in your industry? Drop it in the comments, and let's discuss! #GreenHydrogen #IndustrialDecarbonization #HeavyIndustry

Green hydrogen isn’t just a future concept. Around the world, it’s already powering real industrial decarbonization today. From low-carbon #methanol and sustainable aviation fuel (#SAF) to emissions-free #steel and #fertilizer production — green hydrogen is being used to replace fossil fuels in the world’s most carbon-intensive sectors. If you’re in #refining, #chemicals, #ammonia, or heavy #transportation and you’re asking: ❓ Can green hydrogen actually work for us? ❓ What’s the cost outlook? ❓ What does adoption look like, step by step? Then our newest report is for you. ✅ Clear overview of how green hydrogen works ✅ Real-world use cases across key industries ✅ What incentives are available now ✅ Roadmap to evaluate and implement your own project 👇 The link to download Green Hydrogen 101 is below in the comments. What’s your biggest question or concern about using green hydrogen in your industry? Drop it in the comments, and let's discuss! #GreenHydrogen #IndustrialDecarbonization #HeavyIndustry

Want to win the global energy transition? Start with a stable tax code. Jason Clark nails it: If the U.S. wants to compete — on hydrogen, solar, wind, storage — we can’t keep playing politics with clean energy incentives. The 45V tax credit is a once-in-a-generation tool to power heavy industry with a new form of American energy. But without long-term certainty, it risks becoming just another missed opportunity. Tax stability = an American hydrogen industry = energy dominance. Let’s lock it in. #CleanHydrogen #GreenHydrogen #45V

I saw this photo at a film preview hosted by Protect Our Winters — and it stopped me cold. That little sign marks the level of the glacier in 1990 in Chamonix-Mont-Blanc. Today? The ice has retreated hundreds of feet downhill. What used to be glacial terrain is now bare rock. As someone who chases steep lines and sidecountry glades — always searching for untracked snow and quiet wilderness just beyond the ropes — this hit me hard. The mountains aren’t just a playground. They’re a sanctuary. And they’re changing fast. This is what climate change looks like — not in charts or reports, but in the places we love most. The cold is disappearing. The seasons are shifting. And the future of winter hangs in the balance. That’s why the Susman Family has supported POW for years — and one of the reasons I’ve committed my professional life to decarbonizing the energy system and helping heavy industry transition to clean fuels. Because my day job at Ambient Fuels is not just about the carbon. It’s about holding on to the things — and the places — that make life worth living. A link to the film, DOWNSTREAM, is below in the comments. While you're there, chime in! What are you working to protect? #ProtectOurWinters #ClimateAction #SkiTheChange #EnergyTransition #CleanEnergy #GlacialRetreat

It’s a privilege to welcome Miranda Ballentine — one of the most accomplished leaders in the energy transition — to the Ambient Fuels board of directors! Miranda’s career spans 25 years of leadership in energy, defense, utilities, and sustainability. As the founding CEO of the Clean Energy Buyers Association, she helped 400+ organizations save costs while switching to clean and reliable renewable electricity. She has led groundbreaking energy initiatives at Walmart and the U.S. Air Force, overseeing billion-dollar programs that reshaped corporate and public sector energy strategies. Miranda and I first worked together during my days as a renewables development exec at OwnEnergy, and later, EDF Renewables.  From day one, her empowering and approachable leadership style, strategic insight and commitment to extending clean energy access to Corporates made a lasting impression on me. Clean hydrogen presents an incredible opportunity for America — not just to lead on electrolyzer manufacturing and hydrogen production, but to create high-quality jobs and strengthen domestic industries.  We can dominate this sector globally.  With Miranda’s deep expertise in large-scale energy programs and market-driven solutions, we’re even better positioned to speed the conversion to clean molecules in key industries like sustainable aviation fuel, and drive the next phase of the energy transition. With Miranda on board, we’re doubling down on our mission to secure America’s industrial future with clean hydrogen. Welcome to the team, Miranda! #CleanHydrogen #GreenHydrogen #HydrogenEconomy #EnergyTransition #Sustainability #MadeInAmerica

Europe wants clean hydrogen, and China is stepping up to supply it. Will the U.S.? Clean hydrogen and clean energy executives need to flood DC to show members of the House and the Senate the real impacts of rolling back any elements of the job-creating Inflation Reduction Act. Many Republican legislators are willing to listen, but they need to see specific examples of manufacturing or production of clean energy (and especially, hydrogen and low-carbon molecules) that would likely go away if the IRA gets attacked in reconciliation. If we don’t, we risk shedding thousands of American manufacturing jobs and giving China the advantage it needs to dominate this growing sector, like it has with solar manufacturing. China expects to deploy nearly 70% of global electrolyzer capacity additions this year. As state-owned giants like Sinopec rapidly scale production, Chinese companies are investing heavily abroad — such as in a $2 billion clean hydrogen project in Spain to serve European compliance markets. Clean hydrogen could be a “China-buster”, but if the U.S. wants to lead, we need to move fast. We’ll start by exporting clean hydrogen to compliance markets in Europe. As the cost curve comes down, we’ll have the infrastructure in place to allow customers in the U.S. to make the switch without reliance on foreign technology. 💪 Industrial strength = national security China is racing to control the next generation of industrial feedstocks. If we fall behind, U.S. manufacturers will be dependent on foreign suppliers for the fuels and materials our industries need to compete globally. To win on feedstocks, we need the 45V clean hydrogen incentives from the IRA. American jobs, American manufacturing Bringing electrolyzer manufacturing and clean hydrogen production to the U.S. means thousands of high-paying jobs and a stronger industrial base. Instead of relying on China, we can build a domestic supply chain and bring back Made in America. To win on manufacturing, we need to protect the 45X advanced manufacturing incentives in the IRA. 📈 A booming economy, not government handouts Winning this race means private investment, exports, and stronger American businesses. Instead of sending billions overseas for Chinese-made equipment, we keep the profits — and the competitive edge — right here at home. China and Europe aren’t waiting. If the U.S. wants to lead, we need to scale domestic electrolyzer manufacturing and clean hydrogen production to secure our industrial future. Will we step up — or fall behind? Share your thoughts in the comments. 👇 Image: ChatGPT #CleanHydrogen #GreenHydrogen #HydrogenEconomy #EnergyEmergency #ReshoreManufacturing #MadeInAmerica

Meet Chris Shugart from Ambient Fuels discussing ‘Unlocking the Value in Hydrogen-Based E-Fuels, Green Ammonia, and Methanol’ at the Hydrogen Infrastructure Summit 2025 in Orange County, California on February 26 - 27. Join them and others at https://lnkd.in/dra9_ihP

It’s not often you get to pick the brains of some of the brightest future leaders in sustainable business. Last fall, I had the privilege of discussing the opportunities and challenges of green hydrogen with an incredible group of MBA students at Harvard Business School. Here are some key takeaways: 👉 Market drivers matter: While Section 45V incentives will reduce costs for clean hydrogen, the absence of domestic compliance mandates (like Renewable Portfolio Standards) could slow adoption. With demand slow to emerge in the U.S., there’s an opportunity to look abroad where compliance-driven markets (like RED III/RFNBO over in the EU, and emerging out of Asia) could create stronger demand signals. Will net zero goals and customer willingness to pay be enough to drive demand here at home? The room was split on this. 👉 Risk vs. reward: Investing in clean hydrogen remains high-risk compared to established renewables like wind and solar. The group saw potential but agreed investors would need significantly higher project-level returns to justify diving in. They’d be willing to take half the return to invest in a mature sector where most of the unknowns can become known, with time, money and effort. 👉 Industry inertia: Heavy industry’s entrenched ways of doing business may pose a greater hurdle than the economics themselves. Changing mindsets and systems will be a long-term effort. Internal champions at these companies should step up and take moderate career risk in exchange for being the hero who ‘figured out’ carbon-free molecules. The questions and perspectives raised during the discussion highlight just how much work lies ahead — but also how much potential there is for clean hydrogen to transform our energy landscape. Notably, Europe is making significant strides in clean hydrogen development. The EU's Innovation Fund has allocated €4.8 billion to 85 innovative projects, with hydrogen initiatives comprising one-third of the total awards. The Hydrogen Council recently found a seven-fold increase in committed capital for clean hydrogen projects reaching final investment decision (FID) in the past four years, with $75 billion in committed capital globally. (check the comments below for the link to the Hydrogen Insights 2024 report) I’m grateful to Dustin Tingley and Lynn Schenk for the opportunity to engage with such a dynamic and forward-thinking group. It’s fun and inspiring to see the next generation’s passion for these challenges, and I hope you’ll invite me back in the future! 😀 #GreenHydrogen #CleanHydrogen #CleanEnergy #HBS #Leadership #NetZero

Europe has always led on renewable energy, generating 47% of their electricity from renewables in 2024. That’s why Ambient Fuels is betting on the EU to lead the #eFuels revolution! #RFNBO #ReFuelEU2030

Today at noon ET we’ll dive into what the finalized Section 45V clean hydrogen tax credit rules mean for the future of clean hydrogen in the U.S. on Norton Rose Fulbright's “Hydrogen Takeoff?” Have you signed up for the free webinar yet? 👉 Register here: https://bit.ly/4jmM67V