In this episode of The Hydrogen Podcast, we dive into three powerful stories shaping hydrogen’s global trajectory:
🇨🇳 China’s Mega Hydrogen Power Plant – Sinopec’s Kuqa facility in Xinjiang is the world’s largest operational green hydrogen plant, producing 20,000+ tons annually with direct solar-to-electrolyzer coupling. We break down the economics, efficiency, and local impact.
🇳🇦 RWE Walks Away from Namibia’s $10B Hydrogen Project – Europe’s big export hopes took a blow as RWE pulled out of Hyphen’s megaproject. Why did it collapse? Weak demand, missing offtake contracts, and sky-high infrastructure costs.
🇦🇺 Australia’s Green Steel Strategy – Western Australia is betting big on hydrogen-fueled steelmaking, with multi-billion-dollar projects aimed at producing competitive green steel under $700/ton. This could reshape global exports and create new climate-competitive industries.
📊 What You’ll Learn:
- Why China’s Kuqa plant is a game-changer for global hydrogen economics
- The real risks that sank Namibia’s $10B project despite world-class resources
- How Western Australia’s hydrogen-steel integration could redefine exports
- Why “embodied hydrogen” (like green steel) may outperform direct hydrogen exports
- What these stories reveal about market fundamentals, air quality, and industrial strategy
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