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Western Europe sits at the center of global hydrogen demand. Governments push climate targets. Industry searches for low-carbon fuels. Investors study costs, risks, and policies.

To kick off season two of Atlantic Canada’s Hydrogen Future, host Derek Estabrook speaks with energy strategist Erik Rakhou. Erik founded Rakhou Associates and co-authored the book Touching Hydrogen Future. His work focuses on hydrogen markets, energy infrastructure, and links between power and gas systems.

The conversation explores where the hydrogen economy stands today and where progress stalls. Erik explains why demand continues to grow despite market skepticism. He shares insight from real hydrogen offtake deals and from buyers seeking green ammonia, methanol, and other derivatives.

Highlights:

• Why hydrogen demand still grows in Europe and Asia
• What slows hydrogen projects before the final investment decision
• Why reliability and political stability matter for energy trade
• Opportunities for Atlantic Canada in hydrogen exports

Learn more about the Atlantic Hydrogen Alliance and subscribe to hear more conversations with leaders working on the energy transition and the growth of the hydrogen sector.

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