Debating the Hydrogen Economy: Michael Liebreich and Erik Rakhou

Why watch it?

Two different views of hydrogen's future meet in this Cleaning Up Podcast episode, moderated by Andrew Critchlow of S&P Global Commodity Insights. Michael Liebreich argues that physics-driven costs confine hydrogen to a narrow set of uses. Erik Rakhou, author of the book Touching Hydrogen Futures, counters that it is a critical tool for industrial decarbonization, energy resilience and security. They cover green versus blue hydrogen, global ammonia trade routes, European pipeline targets, China's cost curve, carbon pricing versus subsidies, and e-fuels for transport, steel and aviation. Investors and strategists get the strongest case on each side in one place. According to the description, the discussion was first held as an S&P Global webinar in October 2025 and republished here.

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