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  • Hydrogen-3

    The geopolitical cost of the hydrogen molecule: how the Iran war is reshaping Europe’s hydrogen economy

    Author: Derek Michalski, Editor, The Voice of Renewables The immediate market reaction to the war involving Iran has been predictable. Analysts have focused on oil prices, LNG flows, shipping insurance premiums and the possibility of disruption in the Strait of Hormuz. Within the hydrogen sector, the debate has followed familiar lines. Some have argued that higher fossil fuel prices improve the competitiveness of renewable hydrogen. Others contend that geopolitical instability merely adds another layer of uncertainty to an industry already struggling to reach commercial maturity. Both arguments have merit. Yet they miss what may ultimately prove to be the most…

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