Clean hydrogen is seen as an antidote to CO2. However, the two are becoming increasingly inseparable. Green and blue hydrogen have been positioned as the replacement for their high-CO2 emitting grey cousin and the decarbonisation saviour for many industries. However, as the clean hydrogen industry’s recalibration unfolds – driven by cost challenges, infrastructure hurdles, and regulatory shifts – its relationship with the greenhouse gas (GHG) that it was positioned to reduce looks likely to become much closer.
Hydrogen’s direct use in applications like shipping and aviation appears to be making way for other options like electrification and biofuels. This has paved the way for growing interest in hydrogen-based e-fuels such as e-sustainable aviation fuels (e-SAF) and e-methanol.
A 2024 IEA report suggested that under its States Policies Scenario (STEPS) almost 40% of global electrolyser capacity in 2050 could be dedicated to e-SAF production1.
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