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 Causes of Disconnect
This paper identifies the core causes of that disconnect:
- the absence of binding off-take agreements, immature technical solutions, regulatory bottlenecks, and a lack of project management discipline.
- While governments shape the policy landscape, companies must focus on what they can control namely, conducting reality checks and driving execution.
DPGS & Alliance Partners Gate Review Process
- At the center of this control lies the DPGS & Alliance Partners Gate Review Process, a structured framework spanning seven critical decision points, from scope validation and commercial readiness to execution KPIs and risk governance.
The document outlines each gate, the key questions that must be asked, and who in the organization should answer them.
- Unless hydrogen initiatives are planned, assessed, and resourced with discipline, the 2030 targets will likely not materialise until 2045-2050 or beyond. The call to action is clear: move beyond wishful thinking, do not see purely the subsidy $$$, apply professional project discipline, and focus on what’s actually deliverable.
What do you think? – DPGS & Alliance Partners is ready to assist. – Let’s talk
Stakeholder Briefing
Escape the Hydrogen Bubble 2The global green hydrogen push is already a bubble
