The enactment of the One Big Beautiful Bill Act (OBBBA) marks a dramatic shift in US energy policy. The OBBA significantly scales back the Inflation Reduction Act (IRA) tax credit support for wind and solar power, eliminates residential clean energy credit, energy efficiency home improvement credit, and electric vehicle credits, while extending support for fossil sources of energy. For the hydrogen outlook in the US, this action means the development of green hydrogen capacity will likely become more constrained while the 45Q support blue hydrogen development remains unchanged. Meanwhile, in Canada, tax credits for green as well as blue hydrogen remain active without any time constraints. The latest analysis of North America, including the US and Canada, indicates that total low-carbon hydrogen production will likely reach 3.7 million tonnes by 2030, led by blue hydrogen, followed by green, purple, and bio-based hydrogen, with the US leading from the front.

• What are the significant factors reshaping the growth trajectory of green and blue hydrogen development in the United States?
• How can your organization harness North America’s projected 3.7-million-tonne low-carbon hydrogen production growth led by blue hydrogen through 2030?
• How are Canada and the US aligning with their national hydrogen strategies through three-dimensional ratings and rankings, and what steps can your team take to capitalize on them and grow?