We can go two ways. Either we squander the lead, or we grow it.

Fortunately, very little in this strategy depends on American investment or American technology. For instance

“Shell’s Scotford Upgrader captured 77% of its carbon emissions in 2022 …”

“ArcelorMittal Dofasco in Ontario plans to end the use of coal in its plants,…”

“inclusion of hydrogen in the Canada-EU High-Level Energy Dialogue, active since 2007, where Canada and the EU collaborate on mutual goals …”

“the Canada-Japan Energy Policy Dialogue, active since 2019, which signed an updated Action Plan for 2023 to 2025 …”

“the May 2023 Memorandum of Understanding with South Korea on cooperation in critical mineral supply chains, the clean energy tran…”

"the August 2022 Joint Declaration of Intent to establish a Canada-Germany Hydrogen Alliance, which seeks to create …

“the 2021 Memorandum of Understanding between Canada and the Netherlands on cooperation in the field of hydrogen energy, w…”

“In the East, Atlantic Canada’s abundant and untapped wind resources and immediate proximity to Atlantic shipping routes will allow wind-to-hydrogen electrolysis projects to become reliable suppliers of clean hydrogen to Germany and other European markets. Germany has announced its intention to import up to 50-70 percent of its hydroge…”

Are all points that reflect a Canadian strategy to globalize our hydrogen policies.

Incidentally, recent developments and explorations on naturally-occurring free (unbound to other elements) hydrogen deposits, once thought impossible, now indicate that Canada’s unique geology of natural rock formations could make it one of the world’s largest sources of naturally-occurring free hydrogen. Enough to power the world for hundreds of years.

https://www.cbc.ca/news/canada/bakx-white-hydrogen-natural-mali-1.7094645

And Newfoundland-Labrador, with its abundance of renewable electrical generation, could make it a world center for hydrogen from electrolysis (it is now one of the leading world centers for current projects).

Let’s not drop the ball on this one, or let the Americans take it away from us like they did the Avro.

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6 points
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I’m still highly skeptical that green hydrogen can be a viable export. Will it really be cheaper to do electrolysis in Canada and ship it abroad in leaky containers rather than building a solar farm or some other renewable energy source and producing hydrogen domestically? Will there even be the global demand for hydrogen to justify such a build out? I guess time will tell but I’m pretty cynical about it

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1 point

You are right that intercontinental shipping of h2 is the last frontier for h2 economy. Local production from solar, and short distribution routes is first step.

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-1 points
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Hydrogen is not just a fuel, it is important in many chemical and manufacturing processes.

Methinks your cynicism comes from a lack of knowledge.

Or a deliberate attempt to discourage Canada from developing our hydrogen infrastructure long enough for the US to attempt to sweep it out from under us.

But that is my cynicism.

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3 points

I’m aware that hydrogen is useful for lots of industrial processes, but the line that is being sold for building up hydrogen capacity at a large scale is that there will be high demand for it to be used as a fuel. Besides, the same issues persist whether it’s being used industrially or as a fuel, does Canada even have the domestic demand to justify a huge scale up of hydrogen production?

You are correct that I am not very knowledgeable about the hydrogen industry, which is in part why I am skeptical. My experience is limited to geology and I know that a lot of domestic hydrogen production occurs at oil and gas drilling sites, so I have been suspicious of the push for hydrogen being another greenwashing gambit by O&G companies to get more money from government to drill for more oil and gas.

I am not trying to discourage development of an industry but I don’t think I’m asking unreasonable questions. If government is going to be investing a shit ton of money into this, we should be sure that it’s a good investment.

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-1 points

You obviously did not read that part about Germany, Korea, Japan taking al the hydrogen we can produce.

We pump far more oil and natural gas out of the ground than Canada will EVER use in domestic consumption. Whatever do we do with all the excess?

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