Breaking down the hydrogen hype

The Energy Evolution podcast episode delves into the green hydrogen sector, exploring its promises and challenges, particularly in 2025. Host Eklavya Gupte interviews James Burgess from S&P Global Energy about the developments, policy delays, and project cancellations in the European hydrogen market. Burgess highlights the importance of policy support, cost management, and customer affordability for successful projects. The episode also features interviews with Christian Stuckmann from Uniper, who discusses barriers such as the lack of a straightforward business model and regulatory challenges, and Andy Beard from Shell, who shares insights on large-scale project development and the role of refineries as anchor offtakers. Both Stuckmann and Beard emphasize the need for regulatory clarity and flexibility to drive the hydrogen industry forward.