On today's hydrogen news we'll address a question that's on everyone's Minds right now is the hydrogen Boom at risk under a trump presidency or could this be the ultimate test that separates the future Titans of energy Innovation from all the rest hi I'm Steve Hill CEO of new hydrogen and today we're unpacking the latest news shaping the hydrogen economy and what it means for the green energy transition as we step into a new political era both

Investors and innovators are bracing for potential shifts in policy let's break down what's happening and why it matters first Forbes just reported on the risk Dynamics surrounding air Products Corporation the company has already committed over4 billion dollar and plans to spend another $3 billion doar on hydrogen projects like Saudi Arabia's Neo a major green hydrogen initiative yet it's still struggling to secure significant off-take agreements this certainty has rattled investors a key stakeholder even recently published a

Letter criticizing the company's strategy claiming it has pushed Air Products quote further out on the risk curve end quote leading to higher discount rates and lower valuation multiples historically trading at a premium Air Products now finds itself at a discount compared to its industrial gas peers largely due to concerns over Capital allocation this highlights a broader challenge companies are betting big on clean energy in hopes that demand will materialize but without guaranteed offtake agreements these Investments

Leave investors feeling exposed off-takers want green hydrogen but it needs to be at least as affordable as gray hydrogen until then the industry faces a classic chicken and egg problem production can't scale without buyers and buyers won't commit without cheaper production now let's look at the political forecast a recent Fast Company article explored what a trump presidency could mean for climate Tech with campaign promises to drill baby drill and scale back green energy incentives the United

States could pivot away from renewable energy however hydrogen might retain bipartisan support as a job Creator and an energy security asset that said industry players must adapt to a landscape with fewer subsidies innovators with practical cost-effective Solutions will likely thrive on the bright side Chris Wright Trump's pending Energy Secretary P said this at last year's climate action Summit quote when we make energy more expensive we make it harder for low people to satisfy their basic needs

To heat their home what's the biggest cost of food energy the energy to power tractors the energy to make fertilizers energy to move it to market end quote Trump echoed this sentiment emphasizing a focus on US Energy dominance by cutting red tape enhancing private sector Investments across all sectors of the economy and by focusing on Innovation over long-standing but totally unnecessary regulation in short the United unit States is prioritizing lowcost energy sustainability remains a goal but

Only if it's affordable all these stories point to one conclusion the future will be tough on expensive energy that's why new hydrogen's thermal liip technology is arriving at the perfect time by leveraging Cheap heat and abundant water ThermoLoop is set to produce the world's cheapest green hydrogen because it uses heat ThermoLoop is scalable versatile and well positioned to thrive in a competitive incentive light environment as the hydrogen industry evolves only the most innovative solutions

Will rise to the Top If you want To learn more about how new hydrogen is breaking barriers in clean green hydrogen please visit us at new hydrogen. That's it for this week and I'll see you again next time Thanks for watching

On this week's hydrogen news commentary we've got a new safer way to transport hydrogen the race for the first 100% hydrogen powered City and a radical hydrogen Hybrid engine hi I'm Steve Hill CEO of new hydrogen let's get started

First up iron energy based in Calgary Canada has created an Innovative liquid organic hydrogen carrier for safe ambient conditioned hydrogen storage and transport avoiding high pressure or cryogenic systems their carrier holds 55 cubic kilograms with less energy than traditional methods recognized as crucial for scaling hydrogen adoption by the United States national renewable energy lab the company envisions replacing fossil fuels while using existing infrastructure pending successful scale up and carrier durability improvements

Next up Hong Kong is positioned to be the first city fully powered by hydrogen advancing its green push with hydrogen trials HK Electric's llama power stations planned 2029 conversion and Partnerships like Mitsubishi's takasago hydrogen Park recent additions include hydrogen powered Light Rail trains to diversify applications this strategy could position Hong Kong as a model for hydrogen's Global viability but many cities are in close Pursuit including locations in Japan and Canada and many more next another update

On hydrogen engines but this one has a Twist the first Hydrogen Hybrid engine has just been unveiled and it's also a first for the automotive industry this Innovative engine Burns hydrogen as its main fuel but can also switch to traditional fuels when needed offering flexibility and energy use developed by Nicola Corporation and Bosch the engine emits near zero emissions and it's a significant step toward sustainable Transportation this creative approach is the kind of in a which

Gives users options and that's a winning way to introduce hydrogen consumption while minimizing Supply concerns we're living in an extraordinary time for the clean energy Revolution today's hydrogen startups are developing the Innovative Technologies that will reshape our world transporting us from outdated polluting methods to clean sustainable and costeffective solutions at new hydrogen we're dedicated to creating a brighter future through clean energy emission we can all support stay updated on our clean cheap Hydro production progress by

Visiting newhydrogen.com and don't forget to sign up for our newsletter to be among the first to learn about our latest advancements in our thermol ThermoLoop technology thank you for joining us this week and we look forward to seeing you again next time