Blue hydrogen produced from fossil fuels with carbon capture technology is more likely to be an area of growth over the next decade, while green hydrogen produced from renewables would become more meaningful from 2030 onwards, RBC Capital Markets’ equity analyst Biraj Borkhataria said in a note.
New A.G.E. Perspective: New A.G.E. is playing an important role in cleaner blue hydrogen adoption using electrolysis of coal and coal ash. There are immediate opportunities in this space. We also can help accelerate the opportunities for green hydrogen globally.