Environment & Climate Change

5 Items

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Journal Article - Energy Research & Social Science

Green Hydrogen Value Chains in the Industrial Sector—Geopolitical and Market Implications

| October 2022

The adoption of green hydrogen will be critical for decarbonizing industrial processes at scale, especially hard-to-abate ones such as steel and cement production. This paper maps the role countries could play in future green hydrogen industrial markets based on three criteria: resource endowment, existing industrial production, and economic relatedness.

Shanghai, China

Li Yang / Unsplash

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Is China's Hydrogen Economy Coming?

| July 28, 2020

This paper focuses on China and the potential role of renewable hydrogen in accelerating its transition to a low-carbon economy. Our research goal is to provide policymakers and other stakeholders the means to make informed decisions on technology innovation, policy instruments, and long-term investments in enabling infrastructure.

A photo of electrolysis in action. (Flickr: ca_heckler)

Flickr: ca_heckler / CC by-nc-nd 2.0

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Geopolitical and Market Implications of Renewable Hydrogen: New Dependencies in a Low-Carbon Energy World

| March 2020

To accelerate the global transition to a low-carbon economy, all energy systems and sectors must be actively decarbonized. While hydrogen has been a staple in the energy and chemical industries for decades, renewable hydrogen is drawing increased attention today as a versatile and sustainable energy carrier with the potential to play an important piece in the carbon-free energy puzzle. Countries around the world are piloting new projects and policies, yet adopting hydrogen at scale will require innovating along the value chains; scaling technologies while significantly reducing costs; deploying enabling infrastructure; and defining appropriate national and international policies and market structures.

What are the general principles of how renewable hydrogen may reshape the structure of global energy markets? What are the likely geopolitical consequences such changes would cause? A deeper understanding of these nascent dynamics will allow policy makers and corporate investors to better navigate the challenges and maximize the opportunities that decarbonization will bring, without falling into the inefficient behaviors of the past.