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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