Hydrogen: Still Waiting for Buyers Who Never Show Up

We've said it here more times than we can count: hydrogen has no customers. A new investigation from RealClearInvestigations, published Sept. 1, backs that up with numbers — and the picture it paints of the federal hydrogen push should worry anyone who thought ARCH2 was going to become a big new buyer of Marcellus/Utica gas. Reporter James Varney's piece walks through what's become of the Biden administration's National Clean Hydrogen Strategy and Roadmap, released in June 2023. That plan promised $9.5 billion in spending would produce 100,000 jobs by 2030 and cut economy-wide emissions 10% by 2050. Three years on, the biggest single piece of it — $3 billion split between two West Coast hydrogen hubs — is frozen and tied up in court. California's ARCHES hub says on its own website that the state has paused activities. Thirteen Democratic attorneys general sued in February to force the money out the door.

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