In-depth analysis of hydrogen, ammonia, methanol, SAF and biofuel markets — intelligence to support data-driven decisions across the energy transition.
For several years the hydrogen headlines have been dominated by cancellations, delays, and write downs. Giant export projects have stalled and investors have grown wary of promises measured in gigawatts. Against that backdrop, two modest projects in British Columbia offer a different and arguably more durable model. Rather than chasing export scale, they match local hydrogen supply to a specific, guaranteed customer, and they are led or co-owned by First Nations who intend to
