Where Are We in the Hydrogen Hype Cycle?

The excitement around green hydrogen has grown dramatically in recent years. Will it live up to the hype? This week, we turn to technologist, author and investor Ramez Naam.  Ramez and Shayle examine the drivers behind cost improvement -- namely the costs of electricity and different electrolyzer technologies -- and why they are likely still a long way off the deep declines hydrogen needs to scale. They also cover the hurdles hydrogen may face along the way to scale, including fierce competition from grey hydrogen, fossil fuels, and electrification.  There’s also the location question: Where are you going to make green hydrogen with renewables? The answer: Probably not where you need it, which is a problem given the cost and difficulty of transporting hydrogen. Ramez breaks down the policy strategies in Europe, North American, Japan and Australia. Shayle asks: Is blue hydrogen a bridge to green hydrogen, or a bridge to nowhere that will leave niche assets obsolete in a decade or two? They also assess Michael Liebreich’s grades for hydrogen end uses (Ramez gives ground transport an F). Finally, given this hydrogen landscape, where do you invest? They find clues in the early days of the solar market. The Interchange is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business.  The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Om Podcasten

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Stephen Lacey or The Green Blueprint, you’ll enjoy Interchange Recharged.  Want to get involved with the show? Reach out to podcasts@woodmac.com to: Bring Sylvia and Interchange Recharged to your event Be a guest on the show  Sponsor an episode Ask a question to Sylvia or one of our guests  Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/