Escape the Green Hydrogen Bubble

The Hydrogen Bubble is inflated by policy and subsidy-driven enthusiasm but mostly unsupported by commercial viability and / or executional readiness. With approximately > 1,500 project announcements to date and only around 217 (+/–) having reached Final Investment Decision (FID) or construction, real execution is drifting already dangerously far from the 2030 decarbonisation goals. Core […]
Announced Hydrogen Projects are Initiatives at best in a Subsidy- Driven Bubble

Most so-called “hydrogen projects” are more like initiatives rather than real projects with a clear path to commercial operation. The fundamental issue is the lack of long-term supply agreements, which are essential for Final Investment Decisions (FID). Without an FID, no real project moves forward, yet significant public funds are already spent on feasibility studies, […]
The Hydrogen Virus Has the Color Green

How Green Hydrogen Hype Infects Rational Decision-Making While Blue Hydrogen Is Quarantined Governments, industries, and investors are racing to embrace green hydrogen as the ultimate decarbonization tool. It’s marketed as clean, abundant, and the only way to replace fossil fuels. But is this surge driven by scientific necessity or ideological infection? Meanwhile, blue hydrogen is […]