Hydrogen (H2) plays a key role in the decarbonization plans of the European Union and the U.S. Both have launched aggressive hydrogen strategies to increase the generation of H2 and the deployment of related technologies. But these bold ambitions may face headwinds caused by the acceleration of China’s energy transition. China is adding new renewable projects to the grid as fast as the rest of the world combined, and Chinese leadership in solar and wind technology and manufacturing is well documented. China leads the world in H2 production and consumption. China is also a serious contender to take the lead in H2 research and development (R&D). For instance, China’s 14th Five-Year Plan
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