Is green hydrogen really going to save the planet... or is it a political illusion?

Green hydrogen, the fuel touted as the "energy of the future," raises more questions than it promises.
Despite the global hype, its production represents only 1% of the world's total hydrogen.

The numbers show that the sector is still in its infancy: as of 2025, only 9% of announced projects have reached the actual investment stage, while 90% remain in the realm of intentions and declarations. Although announced investments have exceeded $110 billion globally, the technical and financing reality is still slower than the political rhetoric.

China today leads the race, accounting for 65% of global installed electrolysis capacity and is the largest manufacturer of hydrogen production equipment. This is followed by the United States with more than $23 billion in investments supported by the Inflation Reduction Act, and Europe with about $19 billion through the European Hydrogen Bank, which finances startups with incentives of up to 0.4 euros per kilogram of product.

But this "green revolution" is not only environmental, but also geopolitical. Hydrogen has become part of the battle for global influence:

Germany is looking for an alternative to Russian gas through partnerships with Saudi Arabia, Namibia and Morocco.
Gulf countries aspire to be the new "Green Gulf", with projects such as Neom, which will produce more than 1.2 million tons per year of green ammonia starting in 2026.
Australia and Chile are competing with plans to export hydrogen to Asia and Europe, citing abundant solar and wind power.
Despite the momentum, the industry faces complex obstacles:
The cost of producing one kilogram of green hydrogen is still between $5 and $10, five times higher than conventional hydrogen. The gas also loses between 13% and 25% of its energy during transportation and storage, making economic viability hostage to technological development and government support.

The result?
Green hydrogen is not a "political illusion," but it is also not yet the energy miracle waiting in the wings.
It is a promising sector that lives between imagination, laboratory and politics, moving slowly but surely towards a world that may be mapped not with oil, but with electricity and water.

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