In the past month, the global hydrogen energy industry is staging a quick-freezing mode. More than a dozen large projects of tens of billions of dollars have been called off collectively, and data show that 33 of 162 hydrogen energy enterprises have declared bankruptcy directly. CQHR Hydrogen Center,
once a star project in Australia, was quite aggressive, with a scale of three gigawatts and a cost of more than $10 billion. It was originally planned to send filters to Japan, South Korea and Singapore by 2029, but ended up with developers running away. Behind the avalanche of
hydrogen energy industry, there are three contradictions, which are rewriting the development track of hydrogen energy.
The first contradiction is that the ideal planning is defeated by the market.
The second contradiction is that decarbonization just needs to hit the cost mountain. The industrial sector clearly holds a solid demand for decarbonization, but it is planted on the money bag.
The third contradiction is that the business model is highly dependent on policy, but the policy will fluctuate.
Hydrogen really needs to cool down, and it is more suitable for specific industrial raw material scenarios, rather than being the main force of energy transformation.
This pain is not necessarily a bad thing, squeezing out the bubble and finding the right position is the beginning of hydrogen energy from fanaticism to maturity.
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