The increasing presence of hydrogen in global energy flows has the power to reshape geopolitical gynamics, energy policy and foreign affairs priorities. 

This is the second installment of Baringa's two-part report on the geopolitics of hydrogen. Our experts set out how the initial endowments of different geopolitical groups will shape their hydrogen strategy and competitive advantage. 

Five key trends: 

  1. The global energy map will be fundamentally changed with new geopolitical groupings influenced by a country’s natural resource availability, existing leverage,
    competitive advantage and relationships.
  2. Existing energy superpowers diversify their commodities exports to avoid being displaced by new players and to secure continued economic opportunities for their economies. They can count on leveraging their existing market advantage and resources.
  3. New energy exporters must act quickly to enter the growing market and compete with existing exporters. This requires policy innovation, grid decarbonisation and major infrastructure investment.
  4. Net energy importers’ policy towards hydrogen emphasises security of supply and diversification of imports, with great associated infrastructure. Particular attention is given to decarbonisation costs to avoid deindustrialisation as a result of prolonged high energy prices.
  5. Major economic and energy superpowers seek to increasingly dominate the supply chain of hydrogen equipment and secure critical raw materials, striving towards domestic energy security and new avenues of geopolitical influence.

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