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Blue hydrogen. The greatest fossil fuel scam in history?

Dave Borlace delivers a scathing, data-driven takedown of a policy that has quietly become a cornerstone of national climate strategies: the push for "blue hydrogen." While governments and energy giants frame this as a bridge to a net-zero future, Borlace argues it is actually a sophisticated mechanism for extending the fossil fuel era under a green veneer. The piece's most startling claim is not just that blue hydrogen is flawed, but that, when accounting for short-term methane leakage, its total greenhouse gas footprint is worse than simply burning coal or natural gas directly for heat.

The Color of Deception

Borlace begins by dissecting the industry's marketing taxonomy, where the color of hydrogen dictates its environmental credibility. He notes that while "green hydrogen" comes from splitting water with renewable energy, the industry has pivoted heavily toward "blue hydrogen." This variant is essentially gray hydrogen—produced by steam methane reforming of natural gas—but with a promise to capture the resulting carbon dioxide. Borlace writes, "It's exactly the same as grey hydrogen except the production facility operators promise to capture all the carbon dioxide and do something jolly grown up and responsible with it." This framing effectively strips away the moral high ground the industry seeks, reducing a complex policy to a simple accounting trick.

Blue hydrogen. The greatest fossil fuel scam in history?

The core of Borlace's argument rests on a peer-reviewed study published in August 2021, which challenges the standard metrics used by governments. Most industry reports calculate the impact of methane over a 100-year period, a timeframe that conveniently minimizes methane's potency. Borlace explains that methane has a short atmospheric half-life of about 12 years, but during that time, it is incredibly destructive. He writes, "Methane doesn't stick around for anything like as long as carbon dioxide... but during that period mass for mass it's a hundred times more potent as a greenhouse gas than carbon dioxide." By shifting the lens to a 20-year window, which aligns with the immediate urgency of the climate crisis, the math changes dramatically.

"The trouble is though that our climate emergency is playing out right now in front of our very eyes and not in 80 or 100 years from now."

This methodological shift is not merely academic; it is a matter of survival. Borlace points out that the United Nations Environment Programme has called for a 40 to 45 percent reduction in methane by 2030 to stay within safe warming limits. Critics might argue that the 100-year metric is standard for long-term climate modeling, but Borlace counters that relying on it ignores the acute warming spike caused by current emissions. The evidence he presents suggests that the industry's preferred timeline is a deliberate obfuscation designed to make the numbers look acceptable on a spreadsheet.

The Math Doesn't Add Up

When the 20-year global warming potential is applied to the 3.5 percent fugitive methane emission rate found in gas fields, the results are damning. Borlace reveals that under these realistic parameters, blue hydrogen is only 9 to 12 percent cleaner than gray hydrogen. Even more shocking is the comparison to direct combustion. He states, "It turns out that based on the author's parameters the greenhouse gas footprint of blue hydrogen is more than 20 greater than simply burning natural gas or coal for heat." This finding upends the entire economic logic of the transition, suggesting that building expensive carbon capture infrastructure actually increases emissions compared to the status quo.

The piece also highlights a critical flaw in the carbon capture assumption: the energy required to run the capture process. Borlace notes that most plants use natural gas to power the carbon capture units, which necessitates burning more gas and creating more fugitive emissions. Furthermore, he questions the viability of the storage solution itself, observing that "most carbon dioxide that's currently captured is used for enhanced oil recovery which we've talked about a couple of times on this channel." This process, he points out, liberates ancient carbon and spews it back into the atmosphere, often incentivized by tax breaks like the 45Q credit in the United States.

"A cynical person might suggest that blue hydrogen looks set to become yet another piece of governmental obfuscation by clever accountants with sharp pencils and a wealth of experience in making excel spreadsheets look acceptable rather than a genuine step towards real reductions in global greenhouse gas emissions."

The political stakes are high. Borlace contrasts the UK government's strategy, which plans for 900 megawatts of blue hydrogen capacity against less than 200 megawatts of green hydrogen, with the views of experts like Chris Jackson. Jackson, who resigned from the UK Hydrogen and Fuel Cell Association in protest, is quoted as saying, "I believe passionately that I would be betraying future generations by remaining silent on the fact that blue hydrogen is at best an expensive distraction and at worst a lock-in for continued fossil fuel use." This resignation underscores the deep rift between industry lobbyists and scientific reality.

The Energy Efficiency Trap

Beyond the emissions profile, Borlace tackles the fundamental inefficiency of using hydrogen for home heating. Even if one assumes a perfect green hydrogen scenario, the energy loss in the conversion process is staggering. He argues, "If you're installing all that renewable power to run electrolysis why not just use it to run electric ovens hobs and heat pumps for our domestic homes and cut out a very energy-hungry middleman." This is a pragmatic argument that cuts through the hype: why convert electricity to gas and back to heat when direct electrification is far more efficient?

The fossil fuel industry's enthusiasm for blue hydrogen is transparent in its motivation. Borlace writes, "From the industry's perspective switching from natural gas to blue hydrogen it's a fantastic option not only do they get to keep their gas fields and pipelines open but they actually see an increase in gas demand." The policy is less about decarbonization and more about asset preservation. The administration and government bodies, eager to show progress, have embraced this narrative despite the scientific red flags.

"Blue hydrogen has been aggressively pushed upon our policy makers by fossil fuel lobbyists whose goals are clearly profit driven rather than climate driven."

Bottom Line

Dave Borlace's commentary succeeds by refusing to accept the industry's framing, forcing a re-evaluation of blue hydrogen through the lens of immediate climate impact rather than long-term abstractions. The strongest part of the argument is the rigorous application of 20-year methane metrics, which reveals that blue hydrogen may be worse than doing nothing at all. However, the piece's biggest vulnerability lies in the political reality that governments are already heavily invested in this path, making a pivot away from it politically difficult despite the scientific evidence. The reader must now watch to see if policy will catch up to the data or if the "scam" will become the entrenched reality of the energy transition.

Sources

Blue hydrogen. The greatest fossil fuel scam in history?

by Dave Borlace · Just Have a Think · Watch video

you may have heard a lot of talk in the media recently about the hydrogen economy that many industry commentators predict will be a major part of our lives as we move towards that magical 2050 net carbon zero target here in the uk our government published its long-awaited hydrogen strategy in august 2021 and it speaks enthusiastically of plans to achieve 5000 megawatts of what they refer to as low carbon hydrogen production capacity by 2030 which they reckon could deliver a co2 equivalent saving of 41 million tons between 2023 and 2032 but hydrogen production mainly comes in four different colors at least figuratively speaking anyway there's green hydrogen which is a product of electrolysis of water that splits the h2o into hydrogen and oxygen then you've got brown or black hydrogen which comes from the gasification of coal releasing hydrogen and carbon dioxide then there's the rather drab sounding gray hydrogen which denotes hydrogen that's obtained by a process known as steam methane reforming or smr as the name suggests smr involves bombarding natural gas with high pressure steam to force the methane or ch4 to separate into carbon dioxide and hydrogen the eagle eyed among you may have spotted that one of the byproducts of the brown and gray hydrogen reactions is carbon dioxide sadly for the fossil fuel industry quite a few other people also spotted that and some of them were environmental scientists and those people can be really quite picky when it comes to inconvenient little production details like hundreds of millions of tons of greenhouse gas emissions so a new category has now been dreamt up developed by the fossil fuel industry it's called blue hydrogen it's exactly the same as grey hydrogen except the production facility operators promise to capture all the carbon dioxide and do something jolly grown up and responsible with it and that neatly solves the problem for governments all over the world including here in the uk now we can keep pumping natural gas out of the ground and by turning it into we'll hardly need to alter our pipeline infrastructure at all and the fossil fuel industry can more or less continue business as usual safe in the knowledge that no one can any longer accuse them of contributing to the whole climate change thing the only slight snag is that a new peer-reviewed scientific research ...