"O hidrogénio está certamente a progredir", diz a chefe do Conselho

euronews (em português)

"O hidrogénio está certamente a progredir", diz a chefe do Conselho  Com 110 mil milhões de dólares aplicados e mais de 500 projetos a avançar, o próximo grande teste para o hidrogénio é a procura, à medida que os mercados globais pressionam por um consumo real e um investimento escalável em energia limpa.  Em parceria com Azpromo  LEIA MAIS : http://pt.euronews.com/2025/11/06/o-hidrogenio-esta-certamente-a-progredir-diz-a-chefe-do-conselho  Subscreva, euronews está disponível em 12 línguas.

Transcript

00:00We all know Rome wasn't built in a day, we all know it takes time,

00:04but the hydrogen industry is certainly progressing, it's moving forward

00:08and it's showing that it has that staying power.

00:21Hello and a very warm welcome to another episode of Energy Frontiers,

00:25brought to you from our studio in Baku.

00:27This month we look at the hype surrounding hydrogen,

00:31at a time when the supply side is scaling, but demand remains a significant bottleneck.

00:37The CEO of the Hydrogen Council will share her view on whether global projects

00:40are likely to be delivered or delayed in the years ahead.

00:44But first, here's an overview of the coalition's latest findings.

00:48The hydrogen industry has passed a major milestone,

00:51with $110 billion of committed investment globally

00:56in more than 500 low-carbon hydrogen projects.

01:00That's according to the first Global Hydrogen Compass report,

01:04which points to the sector's challenges having shifted from ambition to execution.

01:09Amongst the biggest constraints to market growth,

01:13policy implementation and demand creation.

01:17And despite the industry maturing,

01:19around 50 early-stage projects have been cancelled in the past 18 months.

01:2497% of industry leaders surveyed by the Council maintain hydrogen

01:30is a critical decarbonisation solution.

01:33But they also warn that cost competitiveness and infrastructure gaps

01:37remain significant challenges,

01:40as hydrogen enters its next phase of build-out.

01:44Ivana, it's great to see you.

01:46Thank you so much for joining me from Hamburg today.

01:49Thank you so much, Rebecca.

01:51Great to be here.

01:52Great to join Energy Frontiers.

01:54Let me start by asking you about hydrogen,

01:57because it was long hailed as the fuel of the future.

02:00But some analysts are now saying that the hype is over.

02:04So is it dead, or is it simply maturing and growing up?

02:07Thank you for starting us with such a provocative question, Rebecca.

02:12I really appreciate it.

02:14And look, the growing up is a good way to think about

02:17what's happening in hydrogen right now.

02:20Just like solar, wind, or batteries before,

02:22hydrogen is navigating the same cycle of excitement, announcements,

02:28but then ultimately moving to a much more disciplined era of maturation.

02:33You know that the Hydrogen Council really are tracking

02:36every single publicly announced project out there.

02:40And the number is still an incredibly clear story.

02:43We're really seeing that shift from ambition to delivery.

02:48As we know, Azerbaijan overlaps well strategically with the Hydrogen Council's ambitions,

02:53not least when it comes to advancing cross-border trade routes,

02:57but also certification standards across the board.

02:59So can you give me a regional perspective,

03:01and also a global one when it comes to pipeline projects right now?

03:05So let me start with some of the most striking numbers from our recent report.

03:11110 billion in committed capital.

03:16Over 510 projects past FID,

03:19so final investment decision in construction, in operation.

03:23So that is a real shift.

03:25And what I'm most excited about personally is not just these great numbers.

03:30It's really the trajectory behind them.

03:32So if we look at the progress over the last five years,

03:35we are seeing 50% year-on-year growth.

03:38And the difference between 2020 and where we are today

03:43is we have 10 times more in committed capital.

03:46That's really significant.

03:49And that's where seeing all the regions, you know,

03:52really come through on project delivery.

03:55China is dominating both in terms of overall committed capital,

03:59but also in terms of renewable hydrogen production.

04:03Second place is North America,

04:05leading on low-carbon hydrogen production,

04:08thanks to long-standing experience and infrastructure for molecules.

04:14Third, Europe.

04:16Things have been a little slow, to be honest.

04:19Although Europe has all the ingredients to be extremely successful

04:24as a number one demand center in the world.

04:28As you know, hydrogen is at its best when it connects,

04:32when it connects countries, regions with abundant resources.

04:37You mentioned Azerbaijan.

04:38So we're really excited about these developments

04:40and seeing that countries are leaning in their strengths,

04:44which is extremely encouraging.

04:46Plenty to be encouraged by, absolutely.

04:49But also, conversely, plenty of projects have been stalled or delayed.

04:54And of course, the next big test will be demand.

04:56So my question is really, when will policy commitments

04:59and pilot projects really turn into truly bankable offtake at scale?

05:04Look, demand really is our next big test.

05:08And you mentioned Baku, Azerbaijan.

05:10We were very proud to represent the industry at COP29 last year,

05:16where we supported the hydrogen declaration.

05:20And it was really all about how we activate demand.

05:23And I'm glad to report that we've achieved some progress

05:27in just the last 12 months,

05:29whether it's Japan moving forward with its contracts for different schemes,

05:35whether it's Korea organizing some of the first auctions

05:38for hydrogen and derivatives,

05:41whether it's Europe coming forward with the clean industrial deal

05:45and the promise of more practical, pragmatic policymaking

05:50and rulemaking for hydrogen.

05:52However, it really boils down to the follow-through.

05:56We know that if we can fully implement and enforce

06:01four key pieces of legislation,

06:04that is the Renewable Energy Directive in Europe,

06:06the contracts for different schemes in Japan and Korea

06:10and the tax credit schemes in the US,

06:14we can unlock 8 million tons per year of business cases,

06:19of clean hydrogen demand business cases across those four markets.

06:25And that would be a real moment of lift.

06:27So we have our work cut out for us

06:29and really moving very decisively in that direction.

06:33Great to have you on the ground here in Baku for COP29, Ivana.

06:37My question is, how well are we positioned as nations

06:40as we head into COP30 in Brazil?

06:42Are we going to deliver on the promises that were made already?

06:45It's really about accelerating action

06:49and moving from those, you know, big announcements,

06:53target setting to delivery, to building, to building projects.

06:57And I'm glad to report that both on the business side

07:00as well as the policy side.

07:02This is now fully recognized.

07:04And we are heading into COP30 with our focus exactly on those areas.

07:10How do we put in place the right demand signals,

07:14the right incentives?

07:15How do we make sure that we can create

07:18what some refer to as lead markets?

07:21So the end uses where we can really move forward in the near term

07:27and make sure that the commercials, that the business works.

07:32Well, important to have those commercials.

07:34Absolutely.

07:35Ivana, we have to leave it there.

07:36But thank you again for your time with Euronews today.

07:39Always a pleasure.

07:40Thank you, Rebecca.

07:42Well, that's a wrap of this episode of Energy Frontiers

07:45brought to you from our studio in Baku, Azerbaijan.

07:47Thanks for watching and head to euronews.com for more.

07:50I'll see you soon.

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