Forecasts suggest that it would take time before U.S. hydrogen production is up to speed to match burgeoning demand, and before pilot projects produce conclusive results for blending the fuel in natural gas infrastructure. Natural gas and electric utilities, nonetheless, are eager to leverage the fuel to lower emissions in existing infrastructure and electricity generation.  

U.S. hydrogen production in 2022 reached about 10 million metric tons/year (mmty), nearly all of which was produced using natural gas feedstock, according to the U.S. Department of Energy (DOE). The U.S. government under the Biden administration is, however, aiming to ramp up clean hydrogen production – hydrogen produced using low- or zero-emissions energy – to 10 mmty by 2030, followed by 20 mmty by 2040...