Post by Stratas Advisors

A global wave of low-carbon #hydrogen project cancellations is exposing the gap between announced capacity and bankable #supply. Our recent report reviews how weak offtake, high costs, policy uncertainty, competition from #AI data centers, and China’s electrolyzer cost advantage are reshaping the outlook for hydrogen deployment and industrial #decarbonization. 👇️ #energytransition #alternativeenergy #oilandgas #datacenters