Winners and losers: who will deliver the hydrogen economy?

The hydrogen industry is at a crossroads in its development, as two rival models – backed by different interests – compete to lead the rollout of hydrogen as a low carbon fuel.

On the one hand, proponents of blue hydrogen argue that only blue hydrogen can offer the scale necessary to meet the challenges of decarbonisation. On the other hand, green hydrogen proponents say blue hydrogen poses risks – due to uncertainties around CCS – as they argue green hydrogen is the safest and cleanest option. But while natural gas producers and pipeline companies are proving to be some of the most vocal advocates of both hues of hydrogen, who will actually lead the development of the hydrogen economy they envisage?

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