A recent IEEFA report highlights the limitations of blue hydrogen for steel production decarbonization: 1. Inefficiency of CCS: Carbon capture underperforms, with capture rates falling below the 95% threshold claimed by proponents. 2. Methane Emissions: Significant methane leakage challenges blue hydrogen’s viability under stringent global emissions standards. 3. Strategic Risk: Investments in blue hydrogen risk obsolescence as green hydrogen becomes cost-competitive by decade’s end. 4. Market Resistance: Steelmakers and end-users increasingly reject fossil-based hydrogen due to sustainability concerns. 5. Cost and Volatility: High gas prices and CCS costs undermine blue hydrogen’s competitiveness against modular green hydrogen solutions. Green hydrogen remains the most effective path for decarbonizing steel production, despite its current costs. Source: IEEFA Report. Image: IEEFA Report #GreenHydrogen #SteelDecarbonization #CCS #H2 #Hydrogen https://lnkd.in/e_D5YJzC
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As I explained in this article for the Hydrogen Economist. The new rules defining low-carbon hydrogen and fuels are a crucial move towards our collective decarbonisation efforts. However, these developments come with significant implications: 1️⃣ Possible bottlenecks for first movers which could spread the risk sentiment to other market stakeholders: While point-to-point data is consolidated (#EUMethaneRegulation), the spectrum of upstream emissions from natural gas suppliers (CO2+CH4) is so large that setting a one-size-fits-all standard value is a highly perilous exercise with clear winners and losers. Lack of data and ambiguity regarding the future evolution of the threshold may cause regulatory bottlenecks, leading to potential delays in low-carbon hydrogen projects. This particularly affects first-mover projects that should get some warranties during the market scale-up ⏳⚖️ 2️⃣ Economic and competitive impact: Uneven opportunities for member states based on access to clean electricity may slow hydrogen tech deployment across the EU. This disparity could hinder economic growth and broad-scale adoption of hydrogen solutions, impacting our competitive stance globally. 💼🔄 3️⃣ Decarbonization milestones at risk: The current 70% GHG emissions reduction threshold for low-carbon hydrogen production is viewed as inadequate for meeting long-term EU net-zero targets. More stringent criteria and larger regulatory visibility on the evolution of the threshold are necessary to align with our 2050 climate goals. The hydrogen industry is not like the car OEM industry. It cannot afford the uncertainties of introducing new standards every 4-5 years (i.e. Euro 1 regulation was introduced in 1992, and Euro 7 was adopted in 2024) 🌱♻️ These new rules by the EU represent both a challenge and an opportunity for the energy sector to innovate and adapt. As we navigate these complexities, collaboration and continued dialogue within the industry are essential. Let's work together to power a greener future! 🚜🔋 ...The rules are still open for consultation until this Friday Oct. 25... Bernhard Lorentz, Johannes Trüby, Johannes Brauer #Hydrogen #Decarbonization #EURegulations #EnergyTransition #Sustainability #Innovation
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How can we safeguard the hydrogen economy against leakage? 🔋 Introduction: Detecting and mitigating hydrogen leaks is crucial to protect the environment and workers in the hydrogen value chain. Governments and industrial sectors are increasingly investing in sustainable energy sources, and low-carbon hydrogen plays a key role in the decarbonization of various industries. 1️⃣ Importance of Fixed Gas Detectors: The use of fixed gas detectors can mitigate the environmental impact of hydrogen leaks and protect workers. These devices are essential for identifying and monitoring leaks along the hydrogen value chain, from production to transportation and storage. 2️⃣ Sustainable Hydrogen Investments: According to a recent survey, 64% of energy and utility executives plan to invest in low-carbon hydrogen initiatives by 2030, and 9 out of 10 will do so by 2050. Hydrogen is crucial to decarbonizing industries such as aviation, steel, shipping and long-haul trucking. 3️⃣ Hydrogen Leakage Challenges: Despite being an ideal energy source, hydrogen presents challenges due to its molecular size, which allows it to pass through materials and seals, causing leakage. It is critical to develop technologies and strategies to detect and mitigate these leaks. 📊 Final thought: How do you think we can improve hydrogen leak detection and mitigation in industry? What other technologies or strategies could be effective? Share your ideas and comments! More info: https://bit.ly/4gC9OLT #GreenHydrogen #LeakDetection #SustainableEnergy #Decarbonization #GasDetectors #HydrogenIndustry #CleanEnergy #Sustainability #BostonConsultingGroup #HydrogenEconomy.
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To use green energy to ultimately produce green hydrogen energy to produce electricity makes absolutely no sense. All the system losses in this process would simply be eliminated by connecting solar / wind directly to the grid. Use nuclear to produce green hydrogen for green energy for industry, transportation and heating makes much more sense. What are your thoughts?
𝐁𝐥𝐮𝐞 𝐇𝐲𝐝𝐫𝐨𝐠𝐞𝐧 - 𝐀 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐆𝐮𝐢𝐝𝐞 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐏𝐃𝐅 - https://lnkd.in/d6rbzkif Blue hydrogen is primarily produced from natural gas using a process known as steam reforming, which combines natural gas and heated water to form steam. The result is hydrogen, with carbon dioxide as a by-product. As a result, carbon capture and storage (CCS) is critical for capturing and storing carbon, thus leaving clean hydrogen. The blue hydrogen market has a promising growth potential due to several factors, including the role of blue hydrogen in carbon emission reduction, an increase in the demand for fuel cell-based electric vehicles, and a shift toward a hydrogen-based economy. Blue hydrogen offers a potential pathway to decarbonize sectors that rely on fossil fuels. However, its long-term viability depends on the effectiveness of CCS technology, the reduction in production costs, and the development of more sustainable hydrogen alternatives like green hydrogen. The global blue hydrogen market is expected to grow from USD 18.2 billion in 2022 to USD 44.5 billion by 2030, at a CAGR of 11.9% during the forecast period. Source- DM for Credit/Removal. #bluehydrogen #hydrogen #hydrogene #hydrogeneconomy #cleanenergy #renewableenergy #carboncapture #climatechange #sustainability #sustainablefuture #sustainable #innovation #cleantech #carboncapture #hydrogenenergy #hydrogenmarket #hydrogennow #hydrogennews
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Posted as article with Hydrogen brochure Many hopes for a green future are associated with Hydrogen and its importance will likely increase in the future. H₂ is not something new in industrial processes, nor is the need to monitor it closely, but emerging energy-related use of H₂ makes this gas even more important from a monitoring standpoint. #gasdetection #hydrogenenergy
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Green hydrogen will dominate blue forecasts GlobalData: The outlook for hydrogen is now entering a ‘critical phase’, according to a new GlobalData report. With the new US government throwing its full weight behind fossil fuel development and the uptake of hydrogen remaining... #hydrogen #HydrogenNow #H2View
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Recent BloombergNEF analysis reveals a stark reality: governments are set to miss their combined 2030 #cleanhydrogen targets by half. Production announcements are not being matched by demand commitments, with only 12% of the announced capacity having secured offtakers. The #energytransition is accelerating, yet emissions remain stubbornly high. We need a faster ramp-up of #cleantechnologies and substantial investments in low-carbon energy to close this gap. At #H2MOF, we're dedicated to overcoming one of the biggest bottlenecks in the hydrogen economy: enabling safe and efficient storage and transportation of hydrogen at ambient temperatures and low pressure. Our cutting-edge nano-engineered hydrogen storage solutions are designed to address these challenges and support a sustainable future. Learn more about our hydrogen storage solutions here: https://lnkd.in/eaMfgR4f #NetZero #HydrogenStorage #Decarbonization
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Let’s clear up a common myth:Hydrogen is just for rockets and heavy industry. Here’s the reality: Hydrogen is already powering our world in exciting and transformative ways. From fueling emission-free buses and trucks 🚛 to heating homes 🏠 and storing renewable energy 🌱, hydrogen’s potential is limitless. But it doesn’t stop there. In sectors like steel and ammonia production—where electrification is currently unfeasible—hydrogen can cut emissions by up to 90%. That’s not just a game-changer; it’s a lifeline for decarbonizing industries that have been stuck in the past. So, why does this matter? By 2050, global hydrogen demand is expected to nearly quadruple compared to today. Crucially, almost all of this growth will come from low-emissions hydrogen, produced using renewable energy or fossil fuels with carbon capture. This shift is pivotal for decarbonizing heavy transport, industry, and power generation while meeting global climate goals. (https://lnkd.in/dpw6amvY) 💡 Imagine a world where planes, ships, and even your neighborhood thrive on green hydrogen. We’re not there yet, but every step in innovation brings us closer. 👉 How do you think hydrogen could change your life? Let’s talk about the possibilities. Drop your thoughts in the comments! #HydrogenRevolution #SustainableEnergy #Decarbonization #GreenInnovation #FutureOfEnergy
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Hydrogen storage is a pivotal component in the transition towards sustainable energy systems. With the global demand for energy escalating due to population growth and rising living standards, there's a critical need to shift towards cleaner sources like hydrogen. Governments worldwide recognize hydrogen as a key player in limiting global temperature rise to 1.5°C by mid-century. Hydrogen's versatility as an energy carrier for various applications, coupled with its potential to mitigate carbon emissions, underscores its significance. However, efficient storage solutions are essential for both mobile and stationary applications. These encompass compressed gas storage, underground storage in geological formations, liquefaction, chemical hydrides, and solid-state storage methods. Each method presents unique challenges and advantages, contributing to the collective effort of strengthening the hydrogen economy. By advancing storage technologies alongside production, transportation, and usage, hydrogen can significantly contribute to a sustainable and low-carbon future. #Hydrogen #hydrogenstorage #sustainableenergy #carbonemissions #orbcleantech
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🌍💡 Insights from the Global Hydrogen Offtake Trends Report 🚀🔍 The clean hydrogen industry is at a pivotal juncture, with enthusiasm from governments and developers tempered by cautious offtakers. Key takeaways from the report include: 🌱 Nascent Industry: Only 10% of planned capacity by 2030 has secured buyers due to high green premiums and insufficient subsidies. 🏭✈️🚢 Rising Demand: Decarbonisation efforts in steel, aviation, and shipping are expected to drive hydrogen demand. 💰🔧 Incentives: Initiatives like the US Inflation Reduction Act and European Hydrogen Bank are crucial but need complementary demand-side incentives. 🛤️🏗️ Infrastructure: Germany’s 9,700 km hydrogen pipeline network exemplifies the critical need for robust infrastructure. 📉🤝 Major Deals: Binding offtake agreements are limited, with significant deals in the fertiliser, refining, and steel sectors. The report underscores the need for enhanced infrastructure and effective incentives to balance the enthusiasm and practical challenges in the hydrogen market. 🌐📊 #HydrogenEconomy #CleanEnergy #Decarbonisation #InfrastructureDevelopment #SustainableFuture
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Did you know? Hydrogen pricing is set to shift from today’s cost-based approach to a competitive market structure! As adoption rises, prices will gradually align with fossil fuel prices, signaling a new phase in the hydrogen economy. Here’s what to expect: 🔹 Phase 2 Pricing: Moving from cost-based to market-driven, hydrogen pricing will align with fossil fuel prices in adopting sectors. Traditional bilateral contracts will gradually take a back seat as competition grows. 🔹 Sector Adoption Path: ➡️ Feedstock Applications: Expected to lead the charge due to existing grey hydrogen use ➡️ Process Heat: Following closely, with extensive potential but more complex transitions ➡️ Transport & Building Heating: Smaller shares initially, requiring infrastructure advancements 📅 Join our upcoming webinar for an in-depth look at hydrogen's future in various sectors and how these trends will reshape pricing dynamics! Register now: https://lnkd.in/ecM5A8Jh #energymarkets #hydrogen #hydrogeneconomy #energysector #hydrogenpricing
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