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Discussions about the role of hydrogen have dominated the energy conversation for much of the past two years. The energy industry has gone through several waves of hydrogen hype, but a combination of supporting policies, macroeconomic factors, and technology innovation make this wave likely to stick. However, success in the hydrogen space requires more than just identifying when the (new) hydrogen economy will emerge. What applications will drive demand for hydrogen? How will hydrogen be made, and where?
In this presentation, Lux Research shares our outlook for hydrogen in the U.S. and the EU in the context of developments in the rest of the world, highlighting both opportunities and pitfalls and providing our view on how (energy) companies should approach the space.
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