MARKTWERT
de
Energy

Hydrogen strategy: what decision-makers should watch

Briefing: Green hydrogen is intended primarily for industrial processes that are hard to electrify.

By the editors4 December 20236 min read

Green hydrogen is intended primarily for industrial processes that are hard to electrify.

For executives, the main question regarding “Hydrogen strategy” is their own exposure: which costs, revenues and financing conditions depend on it, directly or indirectly?

A proven approach is to run scenarios and monitor leading indicators regularly. That puts decisions on a solid footing without reacting to every headline.

Anyone looking into “Hydrogen strategy” quickly encounters a wealth of figures and opinions. For a sober assessment it pays to go to primary sources: official statistics, publications from the responsible authorities and companies' own reports.

The key is to separate short-term swings from structural developments. Individual monthly readings can be distorted by one-off effects; trends over several quarters are more telling.