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Government's Latest 'Hydrogen Moment'

UK Hydrogen Takes Centre Stage


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RWE’s Senior Hydrogen Regulatory Manager, Richard Sargent, shares his reflections on what the recent announcements from government on hydrogen mean for the prospects of a thriving hydrogen economy in the UK.


The UK Government has a habit of announcing “Hydrogen moments”. These tend to be set piece publications and/or announcements that give industry a significant update in one hit across several policy areas important to the development of the UK’s H2 economy.

Its latest “Hydrogen Moment”, published last week is a big one and certainly the most substantial since publication of the UK Hydrogen Strategy in 2021. The Government’s commitment to hydrogen as part of its plans for the clean energy transition is clear. But the reason this is a step-change from previous policy developments, is that alongside the raft of policy publications, the announcements on the first electrolytic projects to receive subsidy move hydrogen production firmly into the delivery phase.


So what are the key announcements and their implications?

The selection of 11 projects for the first hydrogen allocation round (HAR1), totalling a capacity of 125MW, was certainly welcome news for the sector. These projects will benefit from government subsidies under the Low Carbon Hydrogen Agreement (LCHA), ensuring certainty of revenue over 15 years for hydrogen generators.

Whilst falling short of the Government's ambition to achieve 250MW from HAR1, it is positive to see that this unallocated capacity has been carried forward to the next round (HAR2), with a commitment from government to support up to 875MW, maintaining the trajectory towards 1GW of electrolytic hydrogen production capacity by 2025. In firing the starting gun for HAR2 applications, government has set out a pathway for industry to begin scaling-up production.

On top of this, there are notable policy publications from the Government. The Hydrogen Production Delivery Roadmap, sets out the vision for hydrogen production to 2035, including to confirm annual allocation rounds and the continuation of negotiated contracts for HARs 3 and 4. This point in particular is helpful, and shows that government has listened to industry concerns about moving too quickly to competitive allocation. It is also encouraging to see progress on transport and storage (T&S) infrastructure, both on developing the business models to support projects and on the role of government and the Future System Operator (FSO) in overseeing the vital strategic planning in getting these assets built in the right place, at the right time.


What does this mean for RWE?

The Government’s direction of travel aligns with RWE’s ambitious plans for green growth. During our recent Capital Markets Day, the company unveiled plans to invest €55 billion in green technologies between 2024 and 2030, including in hydrogen projects. As part of this, we aim not only to deliver 2GW of green hydrogen production capacity by 2030 across all markets, but to play a significant role in the full hydrogen value chain.

Looking specifically at the UK market, our plans for developing a 110MW green hydrogen project in Pembroke, South Wales – aiming for operation by 2027 – demonstrate how we can deliver sizeable capacity in these early stages of the hydrogen economy.

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The challenges ahead

Of course, there remain big challenges for both government and industry. There will likely be an expectation from government that the average £241/MWh strike price comes down by HAR2. Industry is understandably cautious about managing down costs while still developing "First-of-a-Kind" (FOAK) projects, and with the first T&S projects unlikely to be built by 2030 (acknowledging government’s ambition for “up to” two projects to be “in construction or operation” by that date), there will be limits to how soon hydrogen production can be accessed by geographically widespread demand – the key to truly building a hydrogen economy.

These types of challenges are to be expected in new markets whose ultimate purpose is to clean up the future energy system; but we should acknowledge that progress in hydrogen policy marches on and that delivery is no longer where we are headed, but where we are now.

DESNZ deserves credit for reaching this milestone and industry stands ready to take on that delivery and continue its support for government in developing the policies needed to scale it up . Is it too soon to raise a glass to the next “Hydrogen Moment?”

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