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 January 2026
This year may be a defining one for carbon capture, utilisation and storage in the US, despite the institutional uncertainty
23 December 2025
Legislative reform in Germany sets the stage for commercial carbon capture and transport at a national level, while the UK has already seen financial close on major CCS clusters
15 December 2025
Net zero is not the problem for the UK’s power system. The real issue is with an outdated market design in desperate need of modernisation
28 November 2025
The launch of the bloc’s emissions trading system in 2005 was a pioneering step, but as the scheme hits 21 its impact as a driver of decarbonisation is still open to debate






