What did I find?
→ Green hydrogen costs: $3–$8/kg; linked to renewable electricity prices.
→ Blue hydrogen costs: $1–$2/kg but reliant on low natural gas prices.
→ Emissions: Green is almost zero-emission; blue requires 90%+ CO₂ capture.
→ Technology: Electrolyzer costs for green hydrogen may drop by 50% by 2030.
→ Policies: Carbon pricing and subsidies play a decisive role in both markets.
→ Methane leakage: A critical factor for blue hydrogen’s feasibility.
Check out the slides for more details and a bonus at the end. Get our Q3/2024 market review here:
P.S. Which type of hydrogen do you think will dominate in the next decade? Did you find something in the slides you agree or disagree with? Tell me 👇