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Hydrogen Economy

avg score 8.0 · 1 pods
insights
1
net direction
100%
tail / head / mixed / risk
1/0/0/0

tailwind · 1

  • Blue hydrogen favored in US Gulf Coast, green in Europe based on resource endowments
    darren woods · In Good Company with Nicolai Tangen

headwind · 0

  • — no headwind insights —

all insights

Hydrogen Economy
score 8/10
TAILdarren woods·In Good Company with Nicolai Tangen·3 years ago
Blue hydrogen favored in US Gulf Coast, green in Europe based on resource endowments
Hydrogen deployment should be color-agnostic, optimizing for lowest cost per ton of CO2 reduced: blue hydrogen leverages cheap methane and storage in the US, while green hydrogen suits Europe's renewable intensity, implying region-specific investment strategies.
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