Every_postponed_decision_is_already_a_decision.
By Dr. Anju Sharma
MrsSustainability KtalystInsights
GreenHydrogen delays: what business owners chose — and what it already cost
1️⃣ Who delayed (owners & tech leads)
✓ Energy & infra majors
✓ PSUs & utilities
✓ Large industrial groups
✓ Project owners seen globally:
✓ Reliance, Adani, NTPC, IOC, BPCL
✓ BP, Shell, TotalEnergies
✓ Iberdrola, RWE, Engie
✓ Fortescue, ACWA, Masdar
✓ Tech & EPC ecosystem:
✓ Nel, ITM Power, Thyssenkrupp, Siemens Energy
✓ Plug Power, John Cockerill
✓ L&T, Technip, Worley, Bechtel
📌 Not a technology gap. A timing choice.
2️⃣ Why they delayed
✓ Green H₂ at USD 4–6/kg vs grey USD 1.5–2/kg
✓ Subsidies = 30–50% of project economics
✓ Offtake interest without binding contracts
✓ Power = 60–70% of H₂ cost
✓ “Let electrolyser prices fall
📌 Looked prudent. Was postponement.
3️⃣ Where projects stand
✓ 1,200+ GW announced globally
✓ <10% reached FID
✓ Single-digit GW under construction
📌 First movers became late entrants.
4️⃣ What the delay already cost
✓ CAPEX: 15–25% future inflation
✓ Time: lost offtake premiums, slower learning curves
✓ Leadership: data reviewed, decisions deferred
📌 DataComa.
5️⃣ Who owns the outcome
✓ Not technology
✓ Not renewables
✓ Not policy alone
📌 Leadership & boards that postponed commitment.
KtalystInsights – the global financial loss
✓ Delayed H₂ projects lock trillions of dollars of climate-linked capital in limbo
✓ Pension funds, DFIs, insurers earn lower returns due to stalled deployment
✓ Governments spend more later as decarbonisation costs rise with delay
✓ Energy volatility stays higher — increasing inflationary pressure worldwide
📌 Delay is not neutral. It is financially expensive for the world.
Sustainability doesn’t fail due to missing data.It fails due to deferred decisions. Every postponed decision is already a decision.” Dr. Anju Sharma
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Originally published on LinkedIn on 2025-12-15 03:29:56: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7406173642205736960
