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Air Liquide will invest $50 million to expand its hydrogen infrastructure in the U.S. Gulf Coast. The company signed new long-term hydrogen supply agreements with two major refiners in Texas. These upgrades will boost pipeline capacity and reinforce its leadership in the region.
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The Department of Energy is weighing a sweeping plan to cancel more than 600 clean energy grants, totaling over $20 billion. The list includes all five remaining federally funded hydrogen hubs and both of the largest direct air capture projects. If finalized, the cuts could derail U.S. progress in hydrogen production and carbon removal while shifting leadership abroad.
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CarbonCapture has shifted its first major pilot project from Arizona to Alberta, Canada, citing stronger policy support. The startup builds modular direct air capture units that remove CO2 from the air. The move underscores how U.S. policy uncertainty is pushing climate tech projects abroad.
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A $50 billion surge in clean energy investment is transforming North America with major projects in sustainable aviation fuel, carbon capture, and hydrogen hubs. Gevo and Montana Renewables are leading massive SAF production while Canada sets the global standard in CCS. The U.S. hydrogen hub program is also creating new industrial ecosystems and thousands of jobs.
States are racing to gain authority over carbon capture and storage permits, known as Class VI primacy. Control allows projects to move forward faster and attract billions in investment. Texas, Arizona, and other states are pushing to join early leaders like North Dakota, Wyoming, Louisiana, and West Virginia.
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