Following the Inflation Reduction Act, many anticipated that the Section 45V clean hydrogen production tax credit would drive a wave of renewable-powered electrolytic hydrogen production, creating significant new demand for renewable electricity and RECs. These expectations were explored at REM 2025 in Houston in the session “What’s Next for Hydrogen? Expected Hydrogen Market Changes Resulting from Final 45V Guidance.” Since then, however, market conditions, policy priorities, and industry expectations have evolved.
This webinar will examine the changing outlook for renewable-powered electrolytic hydrogen in the United States. Panelists will discuss where future hydrogen demand is likely to emerge, the scale and location of expected production, and the role of voluntary markets, incentives, and compliance-driven policies in shaping growth. The conversation will also explore the lasting impact of the 45V framework—including the use of RECs and the “three pillars” of incrementality, temporal matching, and deliverability—and whether these approaches are likely to become broader standards for demonstrating renewable electricity use in hydrogen production. Join industry leaders and experts for a forward-looking discussion on the future of electrolytic hydrogen and its potential role as a major source of demand for renewable energy.
Speakers:
- Don Boyajian, Director Government Affairs & Counsel, Plug Power
- Janice Lin, Founder & President, Green Hydrogen Coalition
- Chris Shugart, Vice President, Development, Electric Hydrogen
- Moderator: Todd Jones, Head of Policy, Center for Resource Solutions
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