Letter on hydrogen: Electric shock
Spain’s unprecedented blackout highlighted the risk for green hydrogen producers with exposure to Europe’s creaking power grids
Picture this scenario: Industrial plants and power stations across Spain, Portugal and other parts of Europe are running at full tilt as their contracted volumes of green hydrogen feedstock arrive as ordered via pipeline network and trucks. Then the power supply trips. Iberia’s fleet of electrolysers, which feed much of the continent, grinds to a halt and suppliers scramble to tap into storage, paying hefty premiums to secure product for their customers. Power plants temporarily switch to run on natural gas, but some other hydrogen-reliant industrial process are halted, damaging components and wrecking supply schedules in sectors such as steel. Yes, pure fiction, and an over-simplificatio
Also in this section
2 December 2025
Oil major cites deteriorating demand and a planning debacle as it abandons one of UK’s largest blue hydrogen projects
1 December 2025
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
25 November 2025
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential
19 November 2025
The creation of ‘lead markets’ to generate hydrogen demand in the EU has potential, but implementation would pose complex challenges for producers and industrial offtakers






