Linde CEO Doubts on Rapid Expansion of Green Hydrogen Compared to Blue Hydrogen
AMMONIAELECTROLYZERNATURAL GASDATA AND AI INFRASTRUCTUREHYDROGEN
Sanjiv Lamba, CEO of Linde, asserts that blue hydrogen will develop more swiftly than green hydrogen, despite decreasing costs of Chinese electrolyzers. He outlines three barriers to the economic feasibility of large-scale green hydrogen: scalability, as current electrolyzers are often limited to 5 MW or 20 MW modules; capital costs, needing a reduction of 60-70% for competitiveness; and access to renewable electricity, which faces competition from growing electricity demands from data centers. Linde is actively engaged in blue hydrogen and ammonia projects leveraging established natural gas infrastructure.

Mar 3, 2026, 6:00 AM