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Commodities 2022: Outlines of a global hydrogen market emerge around hubs, large exporters

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The outlines of a global hydrogen market are starting to emerge around industrial clusters and large-scale exporters, as a raft of national and international policies pave the way for the mass rollout of the carbon-free energy carrier. S&P Global Platts Analytics identifies 4.4 million mt/year of hydrogen electrolyzer capacity set to come online by 2025, in its Hydrogen Production Asset Database.

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