{"id":248,"date":"2024-12-03T12:00:00","date_gmt":"2024-12-03T12:00:00","guid":{"rendered":"https:\/\/economidesconsultants.com\/?p=248"},"modified":"2025-10-10T23:05:43","modified_gmt":"2025-10-10T23:05:43","slug":"reflections-on-the-election-result-and-its-impact-on-the-american-hydrogen-industry","status":"publish","type":"post","link":"https:\/\/economidesconsultants.com\/index.php\/2024\/12\/03\/reflections-on-the-election-result-and-its-impact-on-the-american-hydrogen-industry\/","title":{"rendered":"Reflections on the Election Result and Its Impact on the American Hydrogen Industry"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; theme_builder_area=&#8221;post_content&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_post_title _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; author=&#8221;off&#8221; comments=&#8221;off&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_post_title][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; content__hover_enabled=&#8221;off|desktop&#8221; theme_builder_area=&#8221;post_content&#8221;]<h4 data-start=\"1019\" data-end=\"1045\"><strong data-start=\"2537\" data-end=\"2551\">Author<\/strong><span><\/span><\/h4>\n<p class=\"p1\"><span><strong>Alexander M. Economides<\/strong>, in collaboration with Enerdatics Energy Analytics Team<\/span><br \/><strong data-start=\"4476\" data-end=\"4496\"><\/strong><\/p>\n<h4 data-start=\"4476\" data-end=\"4815\"><strong data-start=\"4476\" data-end=\"4496\">Purpose<\/strong><\/h4>\n<p data-start=\"4476\" data-end=\"4815\"><span>This article was written in collaboration with <\/span><a href=\"https:\/\/www.enerdatics.com\">Enerdatics<\/a> Energy Analytics<span> following the 2024 U.S. presidential election. It provides an early assessment of how potential policy shifts under the new administration could impact the future of hydrogen production, particularly through the continuation, modification, or cancellation of 45V and 45Q tax incentives.<\/span><span><\/span><\/p>\n<p data-start=\"5266\" data-end=\"5332\"><\/p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/www.linkedin.com\/pulse\/reflections-election-result-its-impact-american-hydrogen-industry-fwklc\/?trackingId=qdCabIbxD5anBlIHml1PBg%3D%3D&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Click here to read the original article&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;gcid-f1b41f2a-9fe6-4545-9f39-3e1f32baae69&#8243; button_bg_color=&#8221;gcid-04688e39-81a3-4cbb-93fd-ff74f7c4e35c&#8221; button_border_width=&#8221;2px&#8221; hover_enabled=&#8221;0&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-f1b41f2a-9fe6-4545-9f39-3e1f32baae69%22:%91%22button_text_color%22%93,%22gcid-04688e39-81a3-4cbb-93fd-ff74f7c4e35c%22:%91%22button_bg_color%22%93}&#8221; theme_builder_area=&#8221;post_content&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; content__hover_enabled=&#8221;off|desktop&#8221; theme_builder_area=&#8221;post_content&#8221;]<h4 data-start=\"4817\" data-end=\"5264\"><strong data-start=\"4817\" data-end=\"4839\">Summary<\/strong><\/h4>\n<p data-start=\"1477\" data-end=\"1804\">The outcome of the 2024 election introduces uncertainty for the U.S. hydrogen industry. In this Enerdatics analysis, Alexander M. Economides argues that while a Trump administration is unlikely to repeal 45V and 45Q entirely, changes to their scope or enforcement could dramatically alter hydrogen\u2019s investment landscape.<\/p>\n<p data-start=\"1806\" data-end=\"2214\">Electrolysis projects, which rely heavily on the 45V production tax credit, face the greatest risk, while methane-based hydrogen producers with carbon capture may benefit if the administration relaxes environmental qualification criteria. The piece underscores how dependent U.S. hydrogen growth remains on tax policy\u2014and how quickly investor sentiment may shift with changes in federal priorities.<\/p>\n<p data-start=\"1401\" data-end=\"1901\"><strong data-start=\"499\" data-end=\"508\">Tags:<\/strong><span> Hydrogen, 45V Tax Credit, 45Q Tax Credit, Inflation Reduction Act, Trump Administration, Enerdatics, Energy Transition, Policy Outlook<\/span><\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>Donald Trump\u2019s election is set to reshape America\u2019s hydrogen landscape. In this Enerdatics commentary, Alexander Economides examines how potential changes to 45V and 45Q tax credits could redefine project economics\u2014creating winners among low-cost producers while threatening the survival of electrolysis-based hydrogen ventures.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[21,28,35,12],"tags":[37,18,30,33,24,42,40,41],"class_list":["post-248","post","type-post","status-publish","format-standard","hentry","category-articles","category-enerdatics","category-energy-policy","category-hydrogen","tag-45q-tax-credit","tag-45v-tax-credit","tag-enerdatics","tag-energy-transition","tag-inflation-reduction-act","tag-policy-outlook","tag-tags-hydrogen","tag-trump-administration"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/posts\/248","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/comments?post=248"}],"version-history":[{"count":3,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/posts\/248\/revisions"}],"predecessor-version":[{"id":253,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/posts\/248\/revisions\/253"}],"wp:attachment":[{"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/media?parent=248"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/categories?post=248"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/economidesconsultants.com\/index.php\/wp-json\/wp\/v2\/tags?post=248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}