Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?

In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."

💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality.

🔎 Here’s what we cover:

• Why electrolytic hydrogen at $4–$6/kg is stalling progress
• Why Europe must embrace low-CI alternatives like SMR with CCS, natural hydrogen, and methane pyrolysis
• How ExxonMobil’s Baytown facility in Texas could supply low-cost hydrogen to Europe at half the price of local production
• What it would take to make a true hydrogen commodity market thrive in Europe

📊 All numbers and costs are sourced from the DOE, IEA, and BloombergNEF, offering a reality-based look at hydrogen’s future.

🌍 Whether you're watching the global energy transition or planning infrastructure investments, this episode provides key insights on hydrogen economics, policy, and strategy.

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