The Future is Electric

The Future is Electric is the house journal of TFIE Strategy Inc, a firm which assists global clients to future proof themselves in our rapidly changing world of business and technical innovation, and geopolitical and climate disruption.

ChatGPT generated panoramic image of a pipeline labeled “H2” bursting open and releasing euros and euro cents instead of gas

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Pipe Dreams: Europe’s Hydrogen Backbone Is Breaking

As Gasunie triples cost estimates and BNEF admits hydrogen won’t be cheap, the case for HVDC keeps getting stronger

8 min readApr 25, 2025

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The molecules for energy industry has been working hard for years to make it seem as if transporting hydrogen by pipeline is going to be cheap and easy, cheaper and easier than moving electrons in fact. I’ve been tracking this set of bad studies and assessing realities for years.

Three years ago, I published a study funded by European NGOs looking at Europe’s attempts at hydrogen energy colonialism in northern Africa. I assessed the strategies and proposed initiatives in Morocco, Algeria, and Egypt. A big part of the plans was to put the hydrogen in the Maghreb–Europe natural gas pipeline, in blended or pure form.

As I noted at the time, repurposing existing natural gas pipelines for hydrogen presents significant technical risks. The metallurgical properties of current pipelines make them vulnerable to microfractures, allowing hydrogen, the smallest molecule, to escape more readily. Leakage concerns are heightened by hydrogen’s 12–37 times greater global warming potential than CO₂, as it’s an indirect greenhouse gas due to slowing the decomposition of methane in the atmosphere. As a note, three years ago we thought…

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The Future is Electric
The Future is Electric

Published in The Future is Electric

The Future is Electric is the house journal of TFIE Strategy Inc, a firm which assists global clients to future proof themselves in our rapidly changing world of business and technical innovation, and geopolitical and climate disruption.

Michael Barnard
Michael Barnard

Written by Michael Barnard

Climate futurist and advisor. Founder TFIE. Advisor FLIMAX. Podcast Redefining Energy - Tech.

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