China’s National Development and Reform Commission (NDRC) has introduced new policies aimed at reducing emissions in the steel, ammonia, refining, and cement industries, with a focus on enhancing energy efficiency and accelerating the adoption of green hydrogen. This has huge implications for the wider green hydrogen economy due to China’s dominant role in present day grey hydrogen demand. To replace all of its grey hydrogen with green hydrogen, China would have to install more than 300 GW of electrolysis capacity. Green hydrogen would benefit from massive ‘economies of scale’ and drop in price making it an ever more appealing fuel of the future which can invite foreign manufacturers to stage and even potential importers. Thanks to very low energy costs…