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 👇

What did I find? → Lack of international standards: A major barrier to green hydrogen's global growth. → ISO 14687: Covers hydrogen fuel quality but misses carbon intensity benchmarks. → European efforts: CEN/CENELEC aligns hydrogen standards with the EU Green Deal. → TÜV SÜD CMS 70: Guarantees traceability to renewable energy sources. → Guarantee of Origin: Important for transparent cross-border hydrogen trading. → Emission thresholds: RED II regulation sets 36.4 gCO2e/MJH2 for green certification. Check out the slides for more details and a bonus at the end. Get our Q3/2024 market review here: P.S. How would you define green hydrogen? 👇 P.PS. You can follow the discussion on LinkedIn here

In my opinion, Longi's consideration of electrolyzer production in Europe underscores the need for Western companies to evaluate strategic collaborations with Chinese players, as highlighted in our market entry strategies analysis (find it in my profile). What were other industry players up to in the last few days? This post covers: → Plug Power's 3GW electrolyzer deal with Allied Green Ammonia → Hyundai selling over 1,000 hydrogen buses since 2019 → McPhy's sudden project cancellation in Central Europe → Uniper discussing challenges in long-term hydrogen contracts → Cummins opening a new electrolyzer factory in Spain → Longi considering electrolyzer production in Europe Check out the slides below - there's a bonus at the end. P.S. Did you know Plug Power will supply PEM machines for a green ammonia project in Australia's Northern Territory? How do you think this will impact the global hydrogen market? Share your thoughts in the comments 👇