A few years ago, industry and political leaders embraced hydrogen as a solution to a <a href="https://www.energypolicy.columbia.edu/the-hydrogen-rainbow/">laundry list</a> of hard-to-abate decarbonization challenges — <a href="https://www.canarymedia.com/podcasts/the-carbon-copy/the-big-switch-the-race-to-green-steel">steel production</a>, <a href="https://www.cnbc.com/2021/08/16/firms-line-up-green-ammonia-for-fertilizer-and-future-fuel.html">ammonia production</a>, and more. But hydrogen failed to come down in costs and policymakers pulled back support. Ultimately, the bubble burst. 
So what does it take to drive down the costs of low-carbon hydrogen and rebuild momentum?
In this episode, Shayle talks to Raffi Garabedian, co-founder and CEO of Electric Hydrogen. (Shayle is on the board of Electric Hydrogen and Energy Impact Partners, where Shayle is a partner, invests in the company). Shayle and Raffi cover topics like:
Why the hype bubble burst: political pullback, high renewables costs driven by AI demand, and high CapEx 
The real cost problem: Why engineering, procurement, and construction (EPC) costs have remained persistently high
Competing approaches: Why Electric Hydrogen chose <a href="https://www.latitudemedia.com/news/electric-hydrogens-bet-on-supersized-electrolyzers/">supersized electrolyzers</a> over modular units
The China question: Why hydrogen’s EPC costs will limit the impact of cheap Chinese electrolyzers
Real numbers: Realistic cost targets for fossil parity and Electric Hydrogen’s current pricing
Where hydrogen wins: Markets where Raffi says green hydrogen can achieve fossil parity by the early 2030s, including Brazilian fertilizer
Resources:
<a href="https://www.latitudemedia.com/news/is-45v-guidance-killing-green-hydrogen/">Latitude Media</a>: is 45v guidance killing green hydrogen production?
<a href="https://www.latitudemedia.com/news/electric-hydrogens-bet-on-supersized-electrolyzers/">The Green Blueprint</a>: Electric Hydrogen’s bet on supersized electrolyzers
<a href="https://www.latitudemedia.com/news/electric-hydrogen-is-building-through-the-market-downturn/">Latitude Media</a>: Electric Hydrogen is building through the market downturn  
<a href="https://www.latitudemedia.com/news/hydrogens-narrow-pathway-to-positive-climate-impacts/">Latitude Media</a>: Hydrogen’s narrow pathway to positive climate impacts  
<a href="https://www.latitudemedia.com/news/why-the-electric-hydrogen-ambient-merger-is-a-sign-of-things-to-come/">Latitude Media</a>: Why the Electric Hydrogen-Ambient merger is a sign of things to come
<a href="https://www.latitudemedia.com/survey/">Fill out our short podcast listener survey</a> for a chance to win a $100 Amazon gift card.
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. 
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting<a href="https://www.energyhub.com/"> </a><a href="http://energyhub.com/">energyhub.com</a>.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting<a href="https://www.bloomenergy.com/"> </a><a href="http://bloomenergy.com/">BloomEnergy.com</a>.

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