Nuclear’s role in the hydrogen economy
Hydrogen is rapidly moving to the center of Europe’s decarbonization strategy. It is seen as the missing piece for decarbonizing “hard-to-abate” sectors such as steel, cement, fertilizer, refining, and heavy transport. The European Commission’s Hydrogen Strategy envisions 40 GW of electrolysis capacity by 2030 and a mature market by 2050. Despite its
Nuclear supply chain under pressure in a fragmented world
The nuclear sector is entering a new phase of global expansion. Across the globe, governments are commissioning new large-scale reactors, accelerating SMR development, and investing in advanced fuel cycles. Ambitions are bold: the EU has reaffirmed its support for next-generation nuclear projects as part of its decarbonization strategy, while the United Stat