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Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?
Manage episode 486997692 series 2903330
In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.
🇩🇪 Germany: Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone.
🇨🇳 China: Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production to dominate the global market.
🇺🇸 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beautiful Bill Act,” America must now focus on economics-first hydrogen—SMR with CCS, natural hydrogen, and methane pyrolysis—all producing hydrogen at $1–$2/kg.
Plus, we spotlight how natural hydrogen could supercharge ammonia production in the Midwest and what public-private partnerships must do to keep pace.
📈 All cost data sourced from DOE, IEA, and BloombergNEF to provide the clearest picture of hydrogen’s economic future.
🎧 Listen now to learn:
- How Germany and China are scaling hydrogen innovation
- The real opportunity for the U.S. with natural hydrogen
- Why ammonia production could become America’s hydrogen ace
- What it will take to remain globally competitive by 2030
445 episodes
Manage episode 486997692 series 2903330
In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.
🇩🇪 Germany: Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone.
🇨🇳 China: Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production to dominate the global market.
🇺🇸 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beautiful Bill Act,” America must now focus on economics-first hydrogen—SMR with CCS, natural hydrogen, and methane pyrolysis—all producing hydrogen at $1–$2/kg.
Plus, we spotlight how natural hydrogen could supercharge ammonia production in the Midwest and what public-private partnerships must do to keep pace.
📈 All cost data sourced from DOE, IEA, and BloombergNEF to provide the clearest picture of hydrogen’s economic future.
🎧 Listen now to learn:
- How Germany and China are scaling hydrogen innovation
- The real opportunity for the U.S. with natural hydrogen
- Why ammonia production could become America’s hydrogen ace
- What it will take to remain globally competitive by 2030
445 episodes
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