As Europe races to decarbonize and reindustrialize simultaneously, a bottleneck in rare earth mineral supply is threatening its high-tech sectors at a precarious moment.
In recent analysis from BloombergNEF, the anticipated slowdown in the electrolyzer market underscores the critical challenges the hydrogen sector is facing.
With projects in India, Europe, and Southeast Asia moving into advanced planning or early deployment phases, hydrogen’s transition from a policy aspiration to a commercial reality is gaining traction—though challenges remain, particularly around scale, capital expenditure, and offtake certainty.
The emergence of green hydrogen as a cornerstone of European Union (EU) industrial policy signifies a concerted effort to transition toward climate neutrality by 2050.
