Status of renewable hydrogen industry


What is the current status of the renewable hydrogen industry both globally and in the United States?

  • Total quantities of hydrogen produced and as a percentage of total hydrogen production?
  • Number and total capacity of industrial-scale electrolyzers in operation?
  • Market price of renewable hydrogen?
  • Price premium for renewable over fossil-sourced hydrogen?
  • Projected growth of renewable hydrogen industry?
  • A very small percentage (well less than .01%) of the ten million tons of hydrogen annually produced in the US today is derives from non-fossil sources.
  • Worldwide electrolyzer deployments (electric load, equating to roughly 15,000 tons of hydrogen per year based on 2018 IEA data), but it is expected to grow very rapidly as nations have announced billion dollar investments in the industry and manufacturers are scaling up production to meet the growing demand, both current and expected.
  • There is not yet a robust market for renewable hydrogen in the US, nor a generally agreed on definition. The California fueling stations require 33% renewable hydrogen minimum content, but the definition of renewable hydrogen there is inconsistent with the definition adopting in Washington State statute (the California definition excludes hydrogen produced from electricity generated by legacy hydroelectric projects, which the Washington law allows).
  • Yet to be broadly determined as requirements to reduce carbon on industries increases. Low carbon fuel standards in California and Oregon establish a market-based premium in the range of $1-4 per kilogram for transportation uses.