Shownotes
The team is back after a brief hiatus - unfortunately, not spent on the beach or at mountain retreats but dealing with the uptick in business!
The hosts discuss the state of the hydrogen market given policy changes, technology advancements and geopolitical considerations. Topics include the growing investment in H2 including 500+ global projects reaching FID in the UK, US, and ROW and hydrogen growing faster than wind/solar/battery did at the same stage. They also mull the ways in which semiconductors are interwoven with hydrogen and how the Iran conflict and resulting energy volatility is boosting interest in eFuels and energy security. Finally, a short overview of the EU maritime rules and dual-fuel shipbuilding as well as hydrogen’s next major challenge: safety and regulatory standardization.