The announcement of billions in subsidies since 2022 promised to catapult the U.S. into a dominant position in the global low-carbon hydrogen market. Yet, in contrast to other regions such as Europe, Australia, and the Middle East, US project developments have been stalled by policy uncertainty. This roundtable will examine the potential implications of political turmoil for U.S. low-carbon hydrogen developments and explore strategies to propel the U.S. to a leadership position in this critical sector.
Topics for Discussion:
- What is the current state of US hydrogen policy, including the potential for carbon intensity standards, and how will recent announcements and ongoing uncertainty impact the market?
- How does the US hydrogen market compare to other leading regions in terms of carbon intensity, production costs, infrastructure access, and offtaker development? What opportunities can be leveraged?
- What factors will drive investment in the US hydrogen market, and what strategies can be implemented to attract capital?
- What critical infrastructure is needed to establish a robust hydrogen economy in the US?
- What strategies can be employed to build a competitive and sustainable hydrogen supply chain in the US?