Sep 22, 2026 · 25 min · 15 segments
The global hydrogen sector appears to be moving beyond ambitious plans and into the build phase, with projects progressing from announcements to final investment decisions, construction and operation…
Ivana JemelkovaGuest
Pamela LargueHost
And I think before we delve into the policy side of things a little bit more, you know, you mentioned, for example, China, they made a strategic choice.

And I think that's an interesting way that you word this, because Hydrogen isn't just a tool for decarbonization.

It's actually a strategic priority because in, as you said, an age where energy security is so important, surely hydrogen has a very critical role to play.

This is also very much at the heart of the report we've published and the conversations we're having these days.

I think it's obvious, and your listeners are well-versed in what's happening in energy, that there's been a massive change.

The various crises of the last years and months especially have revealed how vulnerable our energy systems really are, both at home and internationally.

And it's very clear now that governments around the world are racing to diversify, to create more optionality, to maximize the resources they have available at home, but also think differently about where they source their energy worldwide, new routes, new partnerships.

new fuels, new molecules, new carriers, and that's very much where hydrogen fits in.

Because hydrogen can help countries get more out of what they have available.

That incredible natural resource, renewables, which up until now could not have been easily exported all around Europe, but that will be happening thanks to hydrogen.

I will be going to India in just a few weeks to spend time with our members and explore what's happening in that dynamic market.

And for India, hydrogen is not only a way to leverage that domestic resource, incredible solar power for energy.

It's a way to produce derivatives such as ammonia, which is a key component for fertilizer, for food security.

So it's really a matter of you know, not only keeping the lights on, the industry's thriving at home, but also feeding the population and doing so safely, securely, and affordably.

Hydrogen, you know, for the longest time being talked about as a decarbonization solution, but now we're really looking at the triangle, the triple win, if you will, decarbonization, resilience, and security.

And I think before we delve into the policy side of things a little bit more, you know, you mentioned, for example, China, they made a strategic choice.

And I think that's an interesting way that you word this, because Hydrogen isn't just a tool for decarbonization.

It's actually a strategic priority because in, as you said, an age where energy security is so important, surely hydrogen has a very critical role to play.

This is also very much at the heart of the report we've published and the conversations we're having these days.

I think it's obvious, and your listeners are well-versed in what's happening in energy, that there's been a massive change.

The various crises of the last years and months especially have revealed how vulnerable our energy systems really are, both at home and internationally.

And it's very clear now that governments around the world are racing to diversify, to create more optionality, to maximize the resources they have available at home, but also think differently about where they source their energy worldwide, new routes, new partnerships.

new fuels, new molecules, new carriers, and that's very much where hydrogen fits in.

Because hydrogen can help countries get more out of what they have available.

That incredible natural resource, renewables, which up until now could not have been easily exported all around Europe, but that will be happening thanks to hydrogen.

I will be going to India in just a few weeks to spend time with our members and explore what's happening in that dynamic market.

And for India, hydrogen is not only a way to leverage that domestic resource, incredible solar power for energy.

It's a way to produce derivatives such as ammonia, which is a key component for fertilizer, for food security.

So it's really a matter of you know, not only keeping the lights on, the industry's thriving at home, but also feeding the population and doing so safely, securely, and affordably.

Hydrogen, you know, for the longest time being talked about as a decarbonization solution, but now we're really looking at the triangle, the triple win, if you will, decarbonization, resilience, and security.
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