Tag: hydrogen economy
Netherlands Cuts 2040 Hydrogen Forecast By Almost 60%
Three years is a long time in hydrogen strategy. The Netherlands’ 2023 National Energy System Plan projected roughly 460 petajoules of gaseous hydrogen demand in 2040. Its 2026 National Energy System Plan update cuts that central estimate to about 200 PJ, a reduction of roughly 57%. This is especially interesting … [continued]
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Hydrogen Kept Failing The Test — And Getting Another Test
In 2023, a senior executive responsible for decarbonizing a major transportation company asked me, with some exasperation, what drove the “madness on hydrogen.” Hydrogen proposals kept arriving for applications where the energy balance and economics looked dreadful. That conversation became What Drives This Madness On Hydrogen?, an attempt to explain … [continued]
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About $100 Billion Vanished After My Technology Warnings Were Public
The Financial Times supplied an interesting prompt this week. Short sellers have made an estimated $2.1 billion betting against Oklo, NuScale and Nano Nuclear, while $30.3 billion of their combined market value has disappeared since the three small modular reactor developers peaked in October 2025. I have been writing for … [continued]
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Germany’s Hydrogen Industry Is Overselling Its 6 GW Reservation Headline
Germany’s hydrogen industry finally has a demand number it can put in a headline: nearly 6 GW of paid reservations on the country’s emerging hydrogen core network. FNB Gas presented the reservations and customers’ willingness to pay as a strong indication that the hydrogen economy is gathering momentum. Six gigawatts … [continued]
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Germany Is Rebuilding Its Failed Russian Gas Strategy With Hydrogen
Germany’s hydrogen strategy keeps producing numbers that sound like market evidence until the subsidy structure is examined. Its latest hydrogen freight program attracted 526 applications seeking €455 million from a €220 million fund, including 71 applications for refueling stations and 455 for vehicles or fleets. That sounds like pent-up commercial … [continued]
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