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Market Pulse briefing

News from the latest published weekly analyses. Browse earlier pages to explore the archive.

· North America

Policy and infrastructure — North America

The IRA and hydrogen hubs created a strong regulatory impulse.

Week ending: Sep 15, 2023

· Europe

Realizacja projektów — Europa

Rosnąca liczba projektów po FID, lecz nadal mały udział w całym pipeline.

Week ending: Sep 15, 2023

· Europe

Konkurencyjność kosztowa — Europa

Koszt odnawialnego wodoru pozostawał znacząco powyżej wodoru konwencjonalnego.

Week ending: Sep 15, 2023

Articles

Iwatani liquefaction installation
Image: © Iwatani Corporation

Hydrogen investment follows existing demand: lessons from Japan’s Chiba project

· Walerian Majewski

The hydrogen economy is often discussed in terms of new applications: trucks, ships, steelmaking and energy storage. Yet established industrial users remain central to its development. A recent investment decision by Cosmo Energy and Iwatani in Japan illustrates the importance of connecting hydrogen production with identifiable customers—and why infrastructure investment should not automatically be equated with decarbonisation.

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