Extracting hydrogen is energy intensive, so the source and how it’s done both matter. Currently, about 96% of the world’s hydrogen comes from coal (brown) and gas (grey), with the rest created from nuclear (pink) and renewable sources like hydro, wind and solar. Production of both grey and brown hydrogen release carbon dioxide (CO2) and unburnt fugitive methane into the atmosphere. This super-polluting hydrogen is what’s currently used as the chemical base for synthetic nitrogen fertilisers, plastics and steel among other industries.
Blue hydrogen is what the fossil fuel industry is most invested in, as it still comes from gas but ostensibly the CO2 would be captured and stored underground. The industry claims to have the technology to capture 80-90% of CO2, but in reality, it’s closer to 12% when every stage of the energy-intensive process is evaluated, according to a peer-reviewed study by scientists at Cornell University published in 2021. For sure better than nothing, but methane emissions, which warm the planet faster than CO2, would actually be higher than for grey hydrogen because of the additional gas needed to power the carbon capture, and likely upstream leakage. Notably, the term clean hydrogen was coined by the fossil fuel industry a few months after the seminal Cornell study found that blue hydrogen has a substantially larger greenhouse gas footprint than burning gas, coal or diesel oil for heating.
Green hydrogen is extracted from water by electrolysis – using electricity generated by renewable energy sources (wind, solar, hydro). Climate experts (without links to fossil fuels) say green hydrogen can only be green if new renewable sources are constructed to power hydrogen production – rather than drawing on the current grid and questionable carbon accounting schemes. The industry disagrees: “Strict additionality rules requiring electrolytic hydrogen to be powered by new renewable energy is not practical, especially in the early years, and will severely limit the development of hydrogen projects,” said BP America.
“There may be some small role in truly green hydrogen in a decarbonised future, but this is largely a marketing creation by the oil and gas industry that has been hugely overhyped,” said Robert Howarth, professor of ecology and environmental biology at Cornell University, a co-author of the paper on blue hydrogen.
What’s at stake?
In addition to $26bn in direct financing for so-called hydrogen hubs and demo projects, another $100bn or so in uncapped tax credits could be paid out over the next few decades, so lots and lots of taxpayers’ money. Fossil fuel companies are also using hydrogen to justify building more pipelines, claiming that this infrastructure can be used for “clean hydrogen” in the future. But hydrogen is a highly flammable and corrosive element, and it would be costly to repurpose oil and gas infrastructure to make it safe for hydrogen. And while hydrogen is not a greenhouse gas, it is not harmless. It aggravates some greenhouse gases, for instance causing methane to stay in the atmosphere for longer.