Hydrogen

• Analysis
• DATA CENTERS
• Hydrogen

From green hydrogen to data centers: Why Monarch Energy pivoted

When the founders decided electrolyzers weren’t the right market, they decided to repurpose the land they’d spent years securing.

• Commentary
• Hydrogen
• U.S. market

A ‘Pareto Principle’ for hydrogen’s tough 2025

Is a 20% project success rate the rule across infrastructure buildouts?

• Interview
• Hydrogen
• U.S. market

Where can green hydrogen reach parity with fossil fuels?

Electric Hydrogen CEO Raffi Garabedian lays out a potential path through a tumultuous market.

• Podcast
• Emerging tech
• Hydrogen

Driving down the cost of green hydrogen 

Why the hype faded, and how to reach fossil parity.

• News
• Hydrogen
• U.S. market

Topsoe pauses work on Virginia factory, as electrolyzer demand dips

Scoop: The Danish manufacturer’s decision follows the earlier sunset of the 45V clean hydrogen production tax credit.

• Podcast
• Sponsored
• DATA CENTERS
• Hydrogen

Frontier Forum: The new power map for AI infrastructure

Bloom Energy’s KR Sridhar on why data centers are rewriting the rules of electricity — and how onsite generation could define future growth.

• Analysis
• Hydrogen
• M&A

Why the Electric Hydrogen-Ambient merger is a sign of things to come

The industry has started consolidating.

• Analysis
• Gov funding
• Hydrogen

What DOE’s watchdog got wrong about the hydrogen hubs

A former program manager said an internal audit ignored the greatest risk of all: that half-built projects never come online.