Grey, Blue, or Green: The Real Ammonia Math - CleanTechnica

The article discusses the cancellation of Equinor’s H2M blue hydrogen project in the Netherlands, emphasizing that the primary reason was the lack of committed industrial customers rather than technical or public support issues. Despite securing EU Innovation Fund backing, having a clear technical plan, and access to CO2 storage infrastructure via the Northern Lights project, the initiative failed to attract long-term offtake agreements for blue hydrogen. The proposed facility aimed to produce about 210,000 to 220,000 tons of hydrogen annually by the early 2030s, which would have accounted for roughly 18% to 27% of the Netherlands’ current hydrogen demand and a small fraction of EU and global demand. The project’s design involved producing natural gas offshore Norway, transporting it to the Netherlands for hydrogen production via autothermal or steam methane reforming, capturing the resulting CO2, and shipping it back to Norway for underground storage. This complex supply chain required multiple transport and compression steps and depended heavily on industrial customers willing