Sector-specific

The Geopolitics of Hydrogen. 2024

Energy 40 hours

Introduction

Training in The Geopolitics of Hydrogen This is an innovative programme designed to provide participants with a strategic and up-to-date understanding of the growing role of hydrogen in the global economy. With a focus on the key players, it will explore the roadmaps and business models which are shaping the industry. Through an enriching learning experience, participating students will gain a deeper understanding of the strategic aspects and market factors governing the hydrogen sector. Delivered online, this course offers flexibility and essential knowledge for anyone interested in the dynamics and potential of hydrogen as energy vector of the future.

Objectives

  • To identify and analyse key geopolitical factors influencing the transition to hydrogen, highlighting political, technical, environmental and economic aspects.

  • Exploring the Political Evolution of Renewable Hydrogen: Examining the political history of hydrogen from past perspectives through to its current development, including the context of expectations and bubbles surrounding this energy source.

  • To examine the key players in hydrogen geopolitics: to analyse the specific roles of key players, such as the European Union, fossil fuel exporters, emerging technological powers such as China, and emerging industrial powers such as the United States, in order to understand their influence on hydrogen geopolitics.

  • An in-depth look at the geopolitics of the hydrogen value chain: To explore the new geopolitical dynamics relating to the hydrogen value chain, including topics such as derisking, decoupling and friendshoring, as well as the influence of strategic minerals and the reconfiguration of industrial value chains.

Table of Contents

TEACHING UNIT 1. THE GEOPOLITICS OF THE ENERGY TRANSITION: WHY IS HYDROGEN IMPORTANT?

1. Geopolitical factors in the transition
2. The political history of hydrogen: bubbles and expectations
3. The advent of hydrogen geopolitics
4. The geopolitics of hydrogen in the context of climate change
5. The key players in hydrogen geopolitics

TEACHING UNIT 2. THE KEY PLAYERS IN HYDROGEN GEOPOLITICS

1. Importers: the case of the European Union
2. Hydrogen in the survival and energy transition of oil-producing states: the case of the Gulf Cooperation Council
3. Emerging exporters and neo-extractivism
4. Emerging technological powers: the case of China
5. Emerging industrial powers: the case of the United States

TEACHING UNIT 3. THE GEOPOLITICS OF THE HYDROGEN VALUE CHAIN

1. Hydrogen in the new era of globalisation: derisking, decoupling and friendshoring
2. Strategic minerals for the hydrogen economy
3. The geopolitics of electrolysers
4. Hydrogen and the reconfiguration of industrial value chains
5. Hydrogen and the return of industrial policy

TEACHING UNIT 4. STRATEGIC ASPECTS OF HYDROGEN GEOPOLITICS

1. Hydrogen diplomacy
2. Hydrogen and the geopolitics of infrastructure
3. Hydrogen and green colonialism
4. Allies and rivals in the geopolitics of hydrogen
5. A comparative study of hydrogen strategies in the European Union"

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