Don't Let China Dominate the Hydrogen Future [View all]

Don’t Let China Dominate the Hydrogen Future

RealClearEnergy.org | Heather Reams | June 06, 2025

The race for global leadership in hydrogen is underway—and the United States is dangerously close to falling behind.



China is making a massive, coordinated push to control the hydrogen supply chain and dominate the next era of energy. In 2024 alone, Beijing committed nearly $680 billion to clean energy investments—almost as much as the U.S. and European Union combined, according to the International Energy Agency (IEA).

Back in 2020, China held less than 10% of global manufacturing capacity. Today, it commands over 60%. In March, Beijing formally directed its provinces to “steadily develop” hydrogen and sustainable fuel infrastructure—laying out a clear, coordinated strategy to corner the hydrogen market, just as it did with solar. China's hydrogen electrolyzer orders in the first four months of 2025 have surpassed the total orders placed throughout 2024...

....This is a moment. If we hesitate, we won’t just fall behind. We’ll be locked out of one of the most consequential energy markets of the 21st century—dependent on foreign supply chains in a world where energy equals power. The decisions we make today will determine whether the U.S. leads—or follows—in the global hydrogen economy. Let’s lead. Let’s compete. Let’s not get left behind. more
https://www.realclearenergy.org/articles/2025/06/06/dont_let_china_dominate_the_hydrogen_future_1115028.html



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