In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."
💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality.
🔎 Here’s what we cover:
- Why electrolytic hydrogen at $4–$6/kg is stalling progress
- Why Europe must embrace low-CI alternatives like SMR with CCS, natural hydrogen, and methane pyrolysis
- How ExxonMobil’s Baytown facility in Texas could supply low-cost hydrogen to Europe at half the price of local production
- What it would take to make a true hydrogen commodity market thrive in Europe
📊 All numbers and costs are sourced from the DOE, IEA, and BloombergNEF, offering a reality-based look at hydrogen’s future.
🌍 Whether you're watching the global energy transition or planning infrastructure investments, this episode provides key insights on hydrogen economics, policy, and strategy.
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