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Green Hydrogen Under OBBBA: What Still Clears an Investment Committee
Roughly 60 clean-hydrogen projects, more than 4.9 million tonnes a year of planned capacity, were cancelled in 2025. The technology did not stop working. The economics only ever closed on a single subsidy, the demand never showed up at the price, and OBBBA just lit a fuse under the subsidy. Here is the arithmetic a 2026 investment committee actually needs. The 60-Project Reset These were not fringe ventures. Air Products walked away from a multi-billion-dollar project; BP and
6 days ago7 min read
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