The Two Megatrends Shaping the Future:
Climate Change and Electrification
are at the heart of today’s global energy transformation. These interconnected forces are reshaping industries, infrastructure, and policies worldwide.
Climate Change: The Decarbonization Imperative
> The need to stop burning fossil fuels
The scientific consensus is clear—greenhouse gas emissions must be drastically reduced to prevent catastrophic climate impacts. This is driving an international movement to decarbonise all sectors of the economy, especially the most polluting ones, like:
While renewable electricity is a key part of the solution, many of these sectors can’t be fully electrified or need a non-carbon energy source or feedstock. That’s where hydrogen comes in.
Hydrogen offers a way to decarbonise not just power, but also molecules—the fuels, feedstocks, and reducing agents that industries need but can’t replace with electrons alone.
Electrification: The Rise of the Renewable Grid
> And its limitations
Electrification is expanding rapidly as solar, wind, and battery technologies become more affordable and efficient. In many areas, it’s now cheaper to generate electricity renewably than with fossil fuels.
However, this transition brings new challenges:
Hydrogen provides a solution by acting as a bridge between electricity and long-term energy needs. It allows excess renewable power to be converted into a storable, transportable fuel that can be used later, elsewhere, or in a different form entirely.
Hydrogen provides a solution by acting as a bridge between electricity and long-term energy needs. It allows excess renewable power to be converted into a storable, transportable fuel that can be used later, elsewhere, or in a different form entirely.
> 80% Molecules
More then 80% of global energy is consumed as molecules, such us fuels and gases
< 20% Electricity
Less then 20% global energy is consumed in the form of electricity (electrons).
While the share of electrification will rise, we need green molecules to entirely flip global warming
Hydrogen is uniquely positioned at the intersection of these two megatrends. It supports climate action by enabling decarbonisation where electrification alone isn’t enough, and it boosts electrification by helping stabilise and extend renewable energy systems.
Some energy needs can’t be met by electricity, especially when we need:
for high-grade heat in furnaces or kilns
e.g., ammonia, methanol, or synthetic fuels
e.g., to strip oxygen from iron ore in steelmaking
Hydrogen can replace fossil fuels in all these roles—providing carbon-free energy in molecular form.
Hydrogen also plays a vital role in the power sector, by enabling:
Far beyond the hours or days batteries can manage
Storing summer solar power for winter demand
Backup generation for blackouts or demand surges
Stored hydrogen can be converted back to electricity using fuel cells or turbines—acting as a clean, dispatchable power source when and where it’s needed
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