Countries are providing incentives to develop new hydrogen markets, with the U.S. leading the way on the scale of government funding available to the emerging industry. Yet there are still questions about how hydrogen can be produced cleanly at scale, and how new end-user markets will develop, creating uncertainties about the hydrogen business’ pace of growth and ultimate size. Where will supply come from? Which use case segments are most promising for hydrogen demand? Where can hydrogen compete with traditional fuels without government support?
Transitioning from today’s emissions-intensive energy system to a near-zero emission system over the next 30 to 40 years will require large-scale deployment of a wide spectrum of technologies, including renewables, CCUS, DAC, Hydrogen, storage, EVs, bioenergy, nuclear, energy efficiency and more. It will require integrating energy technologies with Gen AI, 5G and edge computing to build the reliable and sustainable energy system of the future. What are the technology platforms that will be essential? How can integration of energy and digital technologies be accelerated? How will future partnership models evolve? What will be the skills required to succeed?