Investing in the Hydrogen economy

Hydrogen Production & Supply Chain

In this episode of The Multipolarity Talks, Alexandre Kateb, founder of The Multipolarity Report discusses the take-off of the Hydrogen economy with Thierry Lepercq, co-founder of DH2 Energy and spokesman of the HyDeal Ambition Project. The ambition of the HyDeal Project is to achieve 95 GW of solar and 67 GW of electrolysis capacity by 2030 to deliver 3.6 million tons of green hydrogen per year to users in the energy, industry and mobility sectors via the gas transmission and storage network, the energy equivalent of 2 months of oil consumption in France. 

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From large-scale production of green hydrogen to expanding end user applications in process industries, materials handling, transportation, power generation and heating, the Hydrogen economy is at a tipping point. Ramped up R&D and manufacturing investments in electrolyzers and fuel cells are leading to increased energy efficiency and lower unit costs across the industry. Governments have stepped in from Asia (Japan, Korea, China) to Europe (European Commission, Germany, France), North America (Federal Government, California, New York) and the Middle East (Saudi Arabia, United Arab Emirates) with aggressive support policies, tax incentives and generous subsidies. This has lifted the outlook for both emerging “Hydrogen pure players” (Plug Power, Nel, Fuel Cell Energy, …) and for incumbent industrial and manufacturing groups which have scaled up their green hydrogen facilities

Overview of covered topics

  • Hydrogen production
    • Green hydrogen vs. Blue hydrogen
      • Potential and limitation of Carbon Capture & Storage (CCS) technologies for Blue H2
      • Cost and availability of Green Electricity for Green H2  
    • Electrolyzers market:
      • Competing technologies: PEM vs. Alkaline
      • Giga-factories: the tipping point? 
  • Hydrogen supply chain
    • Hydrogen transport: pipelines vs. maritime transport
    • Hydrogen storage and distribution: 
      • Industrial / captive H2 storage infrastructures
      • Reuse of existing natural gas networks