About this episode

The episode discusses China's ambitious plans to increase green hydrogen production and its implications for the global hydrogen market.

China is emerging as the standout exception in the global hydrogen market. While many countries are scaling back ambitions, Beijing has set a new target to increase green hydrogen production eightfold by 2030, a level that could make it the world's largest producer and account for roughly half of BloombergNEF's projected global output that year. The strategy is about more than decarbonization. China sees green hydrogen as a way to strengthen energy security, reduce reliance on imported oil and gas, and build on its manufacturing leadership in technologies such as electrolyzers. Yet major technical and commercial challenges remain, with many projects still struggling to compete economically and developers treating the current wave of investment as a learning phase. So why is China doubling down on green hydrogen, and what could its strategy mean for the future of the global hydrogen industry? On today’s show, Kamala Schelling is joined by BloombergNEF hydrogen specialist Xiaoting Wang, to discuss her note “China Seeks Green Hydrogen Lead With Eightfold Growth.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found…

People in this episode

Host: Kamala Schelling

Guest: Xiaoting Wang

Topics covered

• green hydrogen
• China
• energy security
• decarbonization
• global hydrogen market

Keywords

• green hydrogen
• China
• BloombergNEF
• energy security
• decarbonization
• hydrogen production
• electrolyzers

Mentioned in this episode

Organizations: BloombergNEF

Places: China, Beijing

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