The Problem

Global Warming

Remaining carbon Budget as of 22 Aug 2024

spiner
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Data:  Mercator Research Institute on Global Commons and Climate Change (mcc-berlin.net)

Remaining Carbon Budget

The Intergovernmental Panel on Climate Change (IPCC), established in 1988 by the World Meteorological Organization (WMO) and the United Nations Environmental Programme (UNEP), evaluates scientific data related to climate change, including estimates of the remaining CO2 emissions budget to limit global warming to 1.5°C / 2°C. This data, last updated in the summer of 2021, underlies the MCC Carbon Clock.

IPCC bases the carbon budget on the near-linear relationship between cumulative emissions and temperature rise, considering the lag between CO2 concentration and its temperature impact. With annual emissions from fossil fuels, industrial processes, and land-use change estimated at 42.2 gigatonnes (1,337 tonnes per second), the 1.5°C / 2°C budgets are expected to be exhausted in approximately 3 and 21 years from January 2026, respectively.

Realtime countdown of the remaining carbon dioxide (CO2) emissions budget until global warming reaches a maximum of 1.5°C / 2°C above pre-industrial levels.

The Intergovernmental Panel on Climate Change (IPCC), established in 1988 by the World Meteorological Organization (WMO) and the United Nations Environmental Programme (UNEP), evaluates scientific data related to climate change including estimates of the remaining amount of CO2 that can be released into the atmosphere to limit global warming to a maximum of 1.5°C / 2°C.  This data was last updated in summer 2021, and is the basis of the MCC Carbon Clock.

IPCC bases the concept of a carbon budget on a nearly linear relationship between the cumulative emissions and the temperature rise.  There is, however, a lag between the concentration of emissions in the atmosphere and their impact on temperature to be taken into account.  With the starting point of annual emissions of CO2 from burning fossil fuels, industrial processes and land-use change estimated to be 42.2 gigatonnes per year [or 1,337 tonnes per second], the 1.5°C / 2°C budgets would be expected to be exhausted in approximately 5 and 23 years from August 2024, respectively.

Am I also contributing?

Are we thinking about the emission of greenhouse gasses such as methane and carbon when we do day to day activities like: driving a car, using energy to cook or heating our houses? Probably not. But by doing this we are making our small but constant contribution to the problem of Global Warming. We see from worsening weather disasters around the world that this returns as a boomerang back to our houses and families.

>80%

of all natural disasters were related to climate change

24.29%

USA share of global world cumulative CO₂ emission

100 million

people can be pushed into poverty by 2030 because of climate change impact

We agree this is really happening!

The overall trend in global average temperature indicates that warming is occurring in an increasing number of regions. Future Earth warming depends on our greenhouse gas emissions in the coming decades.

At present, approximately 11 billion metric tons of carbon are released into the atmosphere each year. As a result, the level of carbon dioxide in the atmosphere is on the rise every year, as it surpasses the natural capacity for removal.

10

warmest years on historical record have occurred since 2010

>2°F

is the total increase in the Earth's temperature since 1880

>2x

warming rate since 1981

Understanding the ultimate consequences of current trends

Observations from both satellites and the Earth’s surface are indisputable — the planet has warmed rapidly over the past 44 years. As far back as 1850, data from weather stations all over the globe make clear the Earth’s average temperature has been rising.

In recent days, as the Earth has reached its highest average temperatures in recorded history, warmer than any time in the last 125,000 years. Paleoclimatologists, who study the Earth’s climate history, are confident that the current decade is warmer than any period since before the last ice age, about 125,000 years ago.

The Solution Has Several Parts

What can be done to stop it?

Increase the usage of Hydrogen

Clean hydrogen has 3 main uses: energy storage, load balancing, and as feedstock/fuel. Used in all sectors, including steel, chemical, oil refining & heavy transport. Actions to accelerate decarbonization & increase clean hydrogen use include:

  • Invest in clean hydrogen supply;
  • Increase hydrogen demand as fuel/feedstock;
  • Use hydrogen for clean high-temperature heat;
  • Use hydrogen as low-carbon feedstock for ammonia/fertilizer;
  • Use hydrogen as clean fuel for heavy transport;
  • Create policies incentivizing electric power decarbonization;
  • Utilize hydrogen as a means for storing energy over extended periods;
  • Improve electrolyser technology & readiness in heavy industry/liquid transport fuels;
  • Increase use of Methane Pyrolysis & Water Electrolysis for clean hydrogen production;
  • Increase use of wind and solar in electricity production systems.

Increase the usage of Electricity

Reducing greenhouse gas emissions and achieving carbon neutrality requires widespread renewable energy and a huge increase in vehicles, products, and processes powered by electricity.

Electricity generated from increasingly renewable energy sources is the right way to create a clean energy system. Switching from direct use of fossil fuels to electricity improves air quality by reducing emissions of local pollutants.In order to increase the use of electricity, we can do the following:

  • Use more electric cars. Compared to traditional combustion engine vehicles, electric cars show a 3-5 times increase in energy efficiency;
  • Increase your electricity consumption within your household;
  • Upgrade your home with smart technology. Electrical appliances can be digitized with smart technology;
  • Use electric heat pump heating. Heat pumps use 4 times less energy than oil or gas boilers;
  • Electrify industrial processes in order to reduce energy intensity.

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What is hydrogen?

icon

Lightest and most abundant

As the foremost element in the periodic table, hydrogen holds a unique position in the universe, given its status as the lightest and one of the most ancient and abundant chemical elements.

icon

Never alone

Hydrogen, in its pure form, needs to be extracted since it is usually present in more intricate molecules, such as water or hydrocarbons, on Earth.

icon

Fuel of stars

Hydrogen powers stars through nuclear fusion. This creates energy and all the other chemicals elements which are found on Earth.

Biggest Human Usages

Ammonia Production

Hydrogen is an essential part for manufacturing Ammoniam Nitrate fertilizers. Half of the world's food is grown using hydrogen-based ammonia fertilizer.

Methanol Production

Hydrogen is used in the production of methanol, where hydrogen is reacted with carbon monoxide to produce chemical feedstocks.

Electricity generation

Hydrogen fuel cells make electricity from combining hydrogen and oxygen. Power plants are showing increased interest in using hydrogen, and gas turbines can convert from natural gas to hydrogen combustion.

Vehicles fuel

Hydrogen is an alternative vehicle fuel. It allows us to power fuel cells in zero-emission electric drive vehicles.

Concrete Production

Hydrogen heat is used in order to reduce emissions in the manufacturing process.

Steelmaking

Steelmaking is an industry that is beginning to successfully use hydrogen in two ways to eliminate almost all greenhouse emissions from the steelmaking process.  First for Direct Reduced Iron (DRI) replacing coke (from coal) with hydrogen to remove oxygen from iron ore. Second for heat to melt the iron ore into DRI and then into low carbon steel.

Space exploration

Liquid hydrogen has been used by NASA as a rocket fuel since the 1950s.

Chemical Industry

Hydrogen is used in production of explosives, fertilizers, and other chemicals; to convert heavier hydrocarbons to lightweight hydrocarbons to produce many value-added chemicals; to hydrogenate organic compounds; and to remove impurities like sulfur, halides, oxygen, metals, and/or nitrogen. It's also in household cleaners like ammonium hydroxide.

Pharmaceutical Industry

Hydrogen is used to make vitamins and other pharmaceutical products.

Glass and Ceramics

In the production of float glass, hydrogen is needed to provide heat and to prevent the large tin bath from oxidizing.

Food and Beverages

It is used to hydrogenate unsaturated fatty acids in animal and vegetable oils, to obtain solid fats for margarine and other food products.

Oil Refining

Using clean hydrogen makes it possible to reduce emissions while "cracking" heavier petroleum into lightweight hydrocarbons to produce many value-added chemicals.

Read More

Goals

The World needs MORE hydrogen, to move toward Turquoise and Green hydrogen, and away from Grey hydrogen

goals diagram

Where We are Now

  • The temperature trend shows the increase can reach 5.9°F (3.28°C) by 2050
  • High CO2 emissions (7-8 kg CO2 /kg H2)
  • Only 2% produced with carbon capture (2Mt)
  • Worldwide 98% Hydrogen production (94 Mt) without carbon capture emits CO2(900 Mt)
  • 62% from methane without carbon capture
  • Fossil Fuel electricity generation pollutes the environment
  • Fossil Fuel provides 33-35% efficiency
diagram

What We Want to Achieve

By 2030

  • 25% Produced(24Mt) with carbon capture
  • Stop more climate change limiting warming to 2.4°F (1.3°C) by 2050
  • Hydrogen for low-carbon industrial heat
  • 100% Hydrogen as a sustainable industrial feedstock

Statistics Source: IEA Global Hydrogen Review 2022

Most Common Hydrogen Sources

These methods now produce 85% of the world's Greenhouse Gas carbon emissions

grey hydrogen method

SMR (Steam Methane Reforming) + WGS (Water Gas Shift)

SMR is a way of producing syngas (Hydrogen and Carbon monoxide) by mixing hydrocarbons (like natural gas) with water. This mixture goes into a special container called a reformer vessel where a high-pressure mixture of steam and methane comes into contact with a nickel catalyst. As a result of the reaction, hydrogen and carbon monoxide are produced.

To make more hydrogen, carbon monoxide from the first reaction is mixed with water through the WGS reaction. As a result, we receive more hydrogen and a gas called carbon dioxide. For each unit of hydrogen produced there are 6 units of carbon dioxide produced and in almost all cases released into the atmosphere.  Carbon dioxide is a harmful gas causing climate change.

$863 ($0.86 per kilogram of Hydrogen)

(Electricity = $474 + Methane $383 + Water $6 US EIA May 2024*)

SMR + WGS with Carbon Capture

The SMR method involves combining natural gas with high-temperature steam and a catalyst to generate a blend of hydrogen and carbon monoxide. Then, more water is added to the mixture to make more hydrogen and a gas called carbon dioxide.

For each unit of hydrogen produced there are 6 units of carbon dioxide produced. In a few experimental trials, to help the environment, the carbon dioxide is captured and stored underground using a special technology called CCUS (Carbon Capture, Utilization, and Storage). This leaves almost pure hydrogen.

One of the main problems with carbon capture and storage is that without careful management of storage, the CO2 can flow from these underground reservoirs into the surrounding air and contribute to climate change, or spoil the nearby water supply. Another is the risk of creating earthquake tremors caused by the storage increasing underground pressure, known as human caused seismicity.

$1,253 ($1.25 per kilogram of Hydrogen)

(Electricity $474 + Methane $505 + Water $4 US + CCS $270 EIA May 2024*)

blue hydrogen

Newer, Clean Hydrogen Sources

Turquoise Hydrogen

Methane Pyrolysis

This technology based on natural gas emits no greenhouse gases as it does not produce CO2. Methane Pyrolysis refers to a method of generating hydrogen by breaking down methane into its basic components, namely hydrogen and solid carbon.

Oxygen is not involved at all within this process (no CO or CO2 is produced). Thus, for the production of hydrogen gas there is no need for an additional of CO or for CO2 separation.

$1,199 ($1.20 per kilogram of Hydrogen)

(Electricity $433 +Methane $766 EIA May 2024*)

More About Turquoise Hydrogen
green-method

Electrolysis

The concept of Green Hydrogen involves generating hydrogen from renewable energy sources by means of electrolysis, a process that splits water into its fundamental constituents, hydrogen and oxygen, using an electric current. This process can be powered by a range of renewable energy sources, such as solar energy, wind power, and hydropower.

The electricity used in the electrolysis process is derived exclusively from renewable sources, ensuring a sustainable and environmentally-friendly production of hydrogen. It generates zero carbon dioxide emissions and, as a result, prevents global warming.

$3,289 ($3.29 per kilogram of Hydrogen)

(Electricity $3,278 + water $11 US EIA May 2024*)

More About Green Hydrogen

Natural Hydrogen

(Emerging New Source)

Natural geologic hydrogen refers to hydrogen gas that is naturally present within the Earth's subsurface.

Known as "White" hydrogen, it can be generated through various geological processes. The study of geologic hydrogen and its potential as an energy resource is an active area of research, as it holds promise for renewable energy applications, particularly in the context of hydrogen fuel cells and clean energy production.

It's important to note that the creation of geologic hydrogen is generally a slow and long-term process, occurring over geological timescales. This is because the other methods are human production technology methods and this is creation by a natural phenomena. The availability and abundance of geologic hydrogen can vary significantly depending on the specific geological setting and the interplay of various factors such as rock composition, temperature, pressure, and the presence of suitable reactants.

Here are some of the main sources and mechanisms of geologic
hydrogen generation:

01

Serpentinization

Serpentinization is a chemical reaction that occurs when water interacts with certain types of rocks, particularly ultramafic rocks rich in minerals such as olivine and pyroxene. This process results in the formation of serpentine minerals and produces hydrogen gas as a byproduct. Serpentinization typically takes place in environments such as hydrothermal systems, oceanic crust, and certain tectonic settings.

02

Radiolysis

In regions with high concentrations of radioactive elements, such as uranium and thorium, the decay of these elements releases radiation. This radiation can interact with surrounding water or other fluids, splitting the water molecules and generating hydrogen gas through a process called radiolysis. This mechanism is believed to contribute to the production of hydrogen in certain deep geological settings, such as deep groundwater systems and radioactive mineral deposits.

03

Geothermal activity

Geothermal systems, which involve the circulation of hot water or steam through fractured rocks, can generate hydrogen gas as a result of various processes. High-temperature hydrothermal systems can cause the thermal decomposition of hydrocarbons, releasing hydrogen gas. Additionally, the interaction between water and hot rocks in geothermal reservoirs can lead to the production of hydrogen through serpentinization or other geochemical reactions.

04

Abiotic methane cracking

Abiotic methane refers to methane gas that is not directly derived from biological sources, such as microbial activity. In certain geological environments, abiotic methane can be generated through processes like thermal decomposition of organic matter or reactions between carbon dioxide and hydrogen. This methane can subsequently undergo thermal or catalytic cracking, producing hydrogen gas.

Success Stories

Steps Taken by Different Countries to Move Forward to Net Zero Emissions

96

£4 billion

100 MW+

1st place

green hydrogen plants are owned by Australia. It possesses the highest count of establishments globally. Australia is expected to have the lowest costs of green hydrogen production by 2050 due to an abundance of solar and wind resources.

was committed by the UK to hydrogen technology and production facilities by 2030 to cultivate a hydrogen economy and create 9,000 jobs.

green hydrogen production sites are being developed by Canadian company First Hydrogen in Quebec and Manitoba. These plans are being developed in conjunction with Canadian and North American automotive strategies.

in the list of largest hydropower producers in the world belongs to China. It is followed by Brazil, USA and Canada.

By 2047

In 2017

200,000

110 countries

green hydrogen will help India make a quantum leap toward energy independence. The country’s National Hydrogen Mission was launched in 2021.

Japan became the first country to formulate a national hydrogen strategy as part of its ambition to become the world's first "hydrogen society" by deploying this fuel in all sectors.

fuel-cell electric vehicles production by 2025 is the goal stated by South Korea. In 2021, South Korea also approved the Hydrogen Power Economic Development and Safety Control Law, the first in the world to promote hydrogen vehicles, charging stations, and fuel cells.

have legally committed to reach net zero emissions by 2050.

Conclusion

The World needs MORE hydrogen

SMR + WGS

SMR + WGS

Keep current hydrogen production methods BUT

+

Clean Hydrogen Production Methods

Clean Hydrogen Production Methods

make additional steps to broaden them with cleaner production methods

=

More Hydrogen

more hydrogen

And as a result the world will get more vital hydrogen and become one step closer to net zero emission

Сurrent Situation

The market is dominated by grey hydrogen produced from natural gas through a fossil fuel-powered SMR process. Every year, the production of grey hydrogen amounts to approximately 70 to 80 million tons, and it is primarily used in industrial chemistry. More than 80% is used for the synthesis of ammonia and its derivatives (fertilizer for agriculture, 50 perecent of food worldwide) or for oil refining operations. Unfortunately, for every 1 kg of grey hydrogen, almost 6-8 kg of carbon dioxide is emitted into the atmosphere.

More than 95% of the world's hydrogen production is based on fossil fuels with greenhouse gas emissions. Nevertheless, to achieve a more stable future and promote the transition of pure energy, the global goal is to reduce the use of other “colors” of hydrogen and focus on the production of a clean product, such as green or turquoise hydrogen. Reaching the zero carbon footprint will require a gradual transition from grey to green/turquoise hydrogen in the coming years.

It is possible to produce decarbonized hydrogen. An option is to use another feedstock, namely water, and convert it in large electrolyzers into H2 and oxygen (O2), which are returned to the atmosphere. If the electricity used to power the electrolyzers is 100% renewable energy (photovoltaic panels, wind turbines, etc.), then hydrogen becomes green. Currently, it is about 0.1% of the total production of hydrogen, but it is expected that it will increase since the cost of renewable energy continues to fall.

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What Does the Data Say about Climate Change?

U.S. Additions to Electric Generating Capacity

U.S. additions to electric generation capacity from 2000 to 2025. The U.S. Energy Information Administration (EIA) reports that the United States 
is building power plants at a record pace. As indicated on the chart, nearly all new electric generating capacity either already installed or planned 
for 2025 is from clean energy sources, while new power plants coming 
on line 25 years ago, in 2000, were predominantly fueled by natural gas. New wind power plants began to come on line in 2001 and new solar plants, 10 years, later in 2011. Since 2023, the U.S. power industry has built more solar than any other type of power plant. The EIA predicts that clean energy (wind, solar, and battery storage) will deliver 93% of new power-plant capacity in 2025.

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Surface Air Temperature

Global surface air temperature departures between 1940 and 2024 from the average temperature for the period 1991-2020 (averages below the 11-year average are blue and those above are red). The average in October 2024 was +0.80 degrees Celsius above the reference period average, down from +0.85 degrees Celsius above the reference period average in 2023, which was the warmest October on record.

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California solar surged ahead of gas in the first 5 months of 2026
Jul 22, 2026

Utility-scale solar outproduced gas plants on 82% of all days from January through May, with batteries helping to extend solar’s reach into the evening hours.

This year has been full of dramatic rivalries. World Cup matchups, Knicks versus Spurs, One Battle After Another versus Sinners at the Oscars, and now California solar power versus natural gas.

For years, natural gas has dominated electricity production in the climate-conscious Golden State, just as it has nationally. In both cases, this fossil fuel delivered about 40% of annual generation for much of the last decade. But that started to change in California as solar developers and rooftop installers added more and more capacity, and big batteries joined the party, too.

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Last year, the competition turned into a Knicks-Spurs–style nail-biter: California generated nearly as much from large-scale solar power as from gas. This year, it’s turning into a Super Bowl LX–style rout, with solar surging ahead of gas generation for the first five months of 2026, per federal data.

In fact, solar outperformed gas on 82% of the days in that five-month stretch in the California Independent System Operator’s wholesale market. That’s all the more striking given that the state still has more installed gas capacity (29 gigawatts) than utility-scale solar capacity (25 gigawatts), and that this larger gas fleet can operate whenever, while solar is constrained to sunny times. Nonetheless, the solar fleet overcame those structural limitations to beat gas overall so far this year.

California’s gas fleet is in free fall: Generation dropped by 60% from the same time period in 2024. Solar generation increased by 21% in that interval.

Solar didn’t beat gas on its own, though. Battery developers have built 16 gigawatts of capacity in CAISO to charge up on solar power and then compete with gas after sundown. This buildup has rapidly altered grid dynamics in the evenings, when batteries regularly become the top source of power for multiple hours. Meanwhile, wind imports recently jumped as the gigantic SunZia project came online, and that takes the fight to gas in the middle of the night, further depressing its output.

There’s one big player missing from the government figures. The U.S. Energy Information Agency does not have a direct line on rooftop solar production, since those units don’t report data the way large power plants do; the EIA makes an estimate based on various data streams but doesn’t include those numbers in its solar-versus-gas comparison.

Empirically, we know that California’s rooftop solar capacity nearly matches its utility-scale capacity, so a complete accounting of solar production would presumably look like more of a blowout. Data firm Ember, for instance, tallied small- and large-scale solar production to show that all California solar nearly beat gas for the full year of 2024, but it hasn’t yet released results for the whole of 2025 on its U.S. Electricity Data Explorer.

What we can say for sure, based on just the EIA data, is that utility-scale solar alone is off to a roaring start. Gas may rally this summer, if heat waves push demand from air conditioners beyond what solar production can feasibly meet. But in recent months, the scoreboard hasn’t even been close, so this is solar’s game to win.

When that happens, it will mean that the world’s fourth-largest economy has swapped out its biggest fossil fuel for solar, making the grid both cleaner and more efficient.

Massachusetts Senate preserves energy-efficiency funding in new bill
Jun 25, 2026

Earlier this year, the House proposed $1B in cuts to the state’s nation-leading efficiency program. The Senate rejected that idea in a sweeping new energy bill.

The Massachusetts Senate on Wednesday unveiled its long-awaited energy legislation, a wide-ranging bill that touches on dozens of topics from plug-in solar to renewable energy procurement. Sponsors say the measures could save consumers some $14 billion over the next 10 years.

Perhaps most notable, however, is what isn’t in the 150-page bill: The Senate left out an extremely controversial $1 billion cut to the state’s nation-leading energy-efficiency programming found in the House version.

“It’s huge,” said Larry Chretien, executive director of Green Energy Consumers Alliance, an advocacy group in Massachusetts and Rhode Island. ​“We were very upset when the House did it, and we are equally as happy now that it’s not in the Senate bill.”

The House’s proposed $1 billion cut represents about 22% of the three-year, $4.5 billion budget for Mass Save, the state’s energy-efficiency program, which provides rebates and incentives for insulation, weatherization, and efficient appliances. But the impact would be more severe than those numbers suggest: By the time the bill was implemented, the current energy efficiency plan would be nearly two-thirds complete. The cuts would come almost entirely from the final year’s programming, essentially bringing it to a standstill, advocates said.

Proponents of the cuts argue they are necessary because they offer a direct way to reduce utility bills in Massachusetts, which has some of the highest energy costs in the nation. But climate, consumer, and housing advocates said the cuts would offer only minimal relief to consumers in the short term.

Money spent on Mass Save now yields significant benefits down the road. From 2016 to 2024, Mass Save’s investment of about $8 billion in energy efficiency prevented some $16 billion in increased energy costs, according to an analysis from climate nonprofit Acadia Center. That’s even before public health and environmental benefits are considered.

“This is a program that is cost-effective, and it saves ratepayers money, even if they’ve never used the program,” said Kyle Murray, Acadia Center’s director of state program implementation.

There’s still no guarantee that funding will be preserved. The full Senate is set to debate the bill on July 1. The House and Senate will then have to hammer out the differences between their versions, leaving room for cuts to make it into the final proposal.

However, Democratic Sen. Michael Barrett, chair of the Joint Committee on Telecommunications, Utilities and Energy, and a major voice on climate and energy issues in the legislature, said there is little appetite for any Mass Save cuts among his colleagues.

“The Senate doesn’t want any of it gone,” he told Canary Media. ​“We think our constituents can tell the difference between a cost and an investment.”

The bill also proposes a range of measures intended to chip away at the thorny problems driving up energy costs in the state.

“This is a process where $100 million here and a $100 million there adds up after a while,” Barrett said. ​“You have to go after all the sources of overspending and overcharging in these big complex systems.”

One provision would allow individual cities and towns to ban competitive electric suppliers, companies that have often used questionable means to sign up customers for expensive contracts they don’t fully understand. Other measures would authorize the use of plug-in solar systems, allow money from the Regional Greenhouse Gas Initiative’s cap-and-trade auctions to be used for EV incentives, and stop utilities from passing on certain promotional and lobbying costs to customers.

The bill would also phase out the Gas System Enhancement Program, an initiative that allows natural gas companies to recover their costs more quickly for repairing aging and leak-prone gas pipes. These expenses are passed on to consumers over fewer years, which means higher fees on each bill, an approach that doesn’t make sense anymore, Barrett said.

“We don’t think we should have to pay bonuses forever to a system that is supposed to keep us safe for the regular prices,” he said.

This latest bill has its origins in legislation that Democratic Gov. Maura Healey proposed in May 2025. Her package, which she contended would save residents some $10 billion over 10 years, had a hearing in June that year, but went no further.

Many of the ideas it included were revived in the fall, in a bill sponsored by Democratic Rep. Mark Cusack. His bill echoed many of Healey’s proposals but also included provisions he said were needed to rein in soaring energy costs. He proposed reinstating rebates for natural gas heating systems, making the state’s 2030 emissions-reduction target nonbinding, and slashing energy-efficiency spending by $330 million through the end of 2027.

Climate and consumer advocates immediately and adamantly opposed the measure, saying a cut of that size would eviscerate Mass Save without offering consumers any meaningful savings, now or in the future. Still, the bill advanced to the House Ways and Means Committee, where the proposed cut to efficiency programming was tripled in a proposal released in February, much to the dismay of opponents.

The new Senate version, supporters said, takes a deeper dive into some of the less obvious cost drivers, rather than looking for a big, simple answer.

“Everyone wishes there was a switch they could flip to make energy prices get cheap,” Acadia Center’s Murray said. ​“That’s not how it works.”

Hyundai’s new steel mill sparks hopes and fears in Louisiana
Jun 25, 2026

The manufacturer is building a $6 billion facility that will use cleaner technology — and potentially green hydrogen. But residents question whether they will benefit.

On a drizzly March day last year at the White House, President Donald J. Trump stood behind a podium to make a ​“beautiful announcement.” Hyundai, the Korean industrial giant, was investing nearly $6 billion in a new steel plant in Louisiana, which would supply domestic metal to the company’s auto plants in Alabama and Georgia.

Hyundai executives flanked Trump as he spoke, as did top Republican policymakers and Louisiana’s governor, Jeff Landry, who stood out among the sea of navy suits in his cornflower-blue attire. Trump praised his own administration’s tariff policy for driving Hyundai’s investment in U.S. manufacturing, and Hyundai officials touted the jobs they’ll bring to the Bayou State.

But one important detail went unmentioned: The new plant may be the lowest-carbon iron and steel mill the United States has ever built.

Traditional steelmaking is highly polluting, responsible for up to 9% of the world’s greenhouse gas emissions. Unlike the hulking furnaces that launched America’s steel industry in the late 19th century — some of which are still cranking across the Midwest — the Louisiana facility won’t rely on coal to produce the sturdy metal.

Last summer, the company indicated its steel mill would use hydrogen — a carbon-free fuel that can be made cleanly from renewable electricity and water. The project would become a ​“catalyst for the hydrogen ecosystem” in Louisiana, executives told state leaders, while helping Hyundai meet the growing global demand for sustainably produced steel.

This was good news for anyone who cares about climate, coming at a moment when other U.S. efforts to decarbonize the steel industry had stalled in the face of economic headwinds and the Trump administration’s antipathy toward climate policy. The companies SSAB and Cleveland-Cliffs were each slated to receive $500 million in federal funding for hydrogen-based steelmaking under the Biden administration, but they later abandoned those plans.

Man in suit at a podium with the presidential seal, along with three other men in suits
Hyundai Motor Group executive chairman Chung Eui-sun takes the podium in the White House to announce the new steel mill on March 24, 2025. He is joined, from left to right, by President Donald Trump, Louisiana Gov. Jeff Landry, and Hyundai Motor Company CEO Jaehoon Chang. (White House)

A green-hydrogen steel mill would be ​“a chance to change not just the industrial landscape of Louisiana, in terms of what types of industries are here, but also to advance the broader clean energy transition in the state,” said Kelvin Wells Jr., an industrial organizer with Sierra Club’s Delta Chapter who lives in Baton Rouge, the state capital.

But whether Hyundai will fulfill its hydrogen ambitions remains an open question.

In permit fillings, the company stated the steel mill will use natural gas when it starts operating in 2029, and Hyundai confirmed this plan to Canary Media. The firm also said it will capture and store the carbon dioxide emissions the plant produces from the get-go. The combined approach can slash the carbon footprint of coal-based steelmaking by as much as two-thirds — but it’s still more polluting than using hydrogen from renewables, and is sure to face opposition from carbon-capture’s critics.

Asked when the company will transition to using green hydrogen, a representative said, ​“It is difficult to pinpoint when hydrogen will become economically viable.”

Meanwhile, residents in Ascension Parish, where the facility is being built, have their own questions about the project. Their community is already stacked with petrochemical plants and oil refineries that have turned the rural region between Baton Rouge and New Orleans into ​“Cancer Alley.” They hope the steel mill will offer an alternative to those dirty facilities, and they want assurances that the steelmaker will deliver on its promises. So far, locals say the company hasn’t responded to their requests for talks.

As Hyundai begins transforming the grounds of a former sugarcane plantation into an industrial site, community members and climate advocates are watching the project closely to see what happens next.

Glenn Price sits in the library in Donaldonsville, which is the official seat of Ascension Parish. (Maria Gallucci/Canary Media)

That’s why he joined the grassroots group Good Neighbors Louisiana. The coalition is pushing Hyundai to crystallize its plans — for curbing pollution, using green hydrogen, and protecting workers — in a legally binding ​“community benefits agreement,” and it is calling on the state to conduct an environmental justice analysis. Not long after my visit, the group claimed a win: Hyundai said it would switch nine gas-fired heaters in parts of its operation to cleaner electrified equipment; the change will ​“reduce emissions of pollutants,” the company explained by email.

“We can’t stop people coming in — we don’t have the might. So you have to have a plan B,” Price told me inside the small, hushed library. ​“If they’re going to come in, then we want them to make sound commitments to us. We want the best that we can get.”

Donaldsonville is surrounded by emerald fields of sugarcane and rice paddies dotted with orange crawfish traps. But signs of its modern industrial identity are impossible to miss. Driving west over the Sunshine Bridge earlier that day, I saw silver spires and grayish plumes rising from CF Industries’ ammonia-production plant. It’s the biggest fertilizer factory in the world — and also Louisiana’s largest source of planet-warming emissions and toxic air and water pollution. The imposing complex sits within sight of a primary school and the local Walmart.

As I headed toward the rural village of Modeste, the factory shrank into the distance, replaced by farmland owned by the descendants of slaves and sharecroppers. Hyundai, CF Industries, and other firms are collectively planning to develop a 17,000-acre industrial hub, called the RiverPlex MegaPark, in this area.

Map showing location of Hyundai steel mill site along the Mississippi River, along with Donaldsonville and Modest, Louisiana
(Binh Nguyen/Canary Media)

I pulled over my rental car — a Hyundai Kona, as it happened — when I came across the temporary sign for Hyundai America. Stepping into the broiling sun, I took in the preliminary site work: leveled ground, piles of dirt, fleets of excavators and dump trucks. At full tilt, Hyundai’s steel mill is expected to churn out 2.7 million metric tons of metal per year on its 1,700-acre property. Posco, another major Korean steelmaker, is set to invest $582 million and take a 20% stake in the operation.

Details about Hyundai’s work and the bigger industrial park are hard to come by, especially for the Modeste residents who fear being displaced.

At least 10 elected leaders in Ascension have signed nondisclosure agreements with Louisiana Economic Development, a state agency. The practice reportedly allowed state officials to privately negotiate a sweeping $2.6 billion incentive deal for Hyundai’s project. The level of secrecy is becoming commonplace in Gov. Landry’s Louisiana, though local environmental groups are suing to stop it. The state agency defended its use of nondisclosure agreements, calling them a ​“standard part of economic development projects” across the country.

“By engaging local elected officials early while protecting sensitive business information during negotiations, Louisiana is able to compete for transformational projects that create opportunity, grow wages, and strengthen communities across the state,” a spokesperson for Louisiana Economic Development said by email.

Early signs of progress could be seen on the site of Hyundai’s future steel mill on May 12, 2026. (Maria Gallucci/Canary Media)

Ashley Gaignard, a Donaldsonville resident and president of Rural Roots Louisiana, questioned why project details have been kept secret if they’re in the public’s best interest. ​“I would love to see my community thrive,” she said. ​“I just don’t want to do it at the cost of risking our water, our air, our lives.”

Deletrick Dickerson, who lives in the parish, said that while he’s wary of the larger RiverPlex expansion, Hyundai’s steel mill in particular could have a ​“phenomenal” impact if it employs people within the predominantly Black, economically distressed towns that trace the western bank of the Mississippi.

Dickerson works at the Atalco alumina refinery in neighboring St. James Parish and is a safety representative for his United Steelworkers local union. He also advocates for the union on other urgent political matters. He and I met after my drive to Modeste near the state Capitol building, in Baton Rouge, where he had spent the previous night rallying against a congressional redistricting bill that would eliminate one of Louisiana’s two majority-Black districts. The measure passed at 4:30 a.m.

The Hyundai project is another kind of fight for communities, he said later that afternoon, warding off fatigue. ​“We just want everything to be on the up-and-up.”

Hyundai-Posco Louisiana Steel, the U.S.-based subsidiary of Hyundai Steel, addressed the community’s environmental and labor concerns in an email to Canary Media.

The steelmaker is using advanced technologies ​“to minimize emissions of harmful and toxic substances. The project is designed to comply with all applicable environmental regulations and permit requirements,” a representative said. The company plans to ​“prioritize hiring local residents to the greatest extent possible. Safety will be our top priority, and HPLS will be prepared and operated with the highest safety standards.”

For all the uncertainty surrounding Hyundai’s hydrogen future, one thing is clear: It won’t be like the aging steel mills that operate from Illinois east to Pennsylvania.

Those facilities consume lots of coal in scorching-hot blast furnaces to turn raw iron ore into iron. The molten metal is then transported into a basic oxygen furnace, which removes impurities to make steel. The mills produce most of the high-performance steel that U.S. auto manufacturers need for car bodies and engine parts. They are also responsible for the vast majority of carbon emissions and toxic air pollution associated with steelmaking.

The Louisiana plant will be the first new U.S. steel mill to combine two alternative furnace technologies into one relatively lower-carbon facility.

To produce the iron, the company will install a direct reduction furnace, which can use natural gas or hydrogen, or a combination of the two. Three such facilities already operate in the United States — all of them fueled by gas — including Nucor’s sprawling operation near the community of Romeville, Louisiana, across the river from where Hyundai’s steel mill is being built. At the Nucor site, an impossibly long conveyor belt travels overhead to move the iron onto river barges that ship the metal to other states.

Green fence with "Nucor Louisiana" sign along a road and a ditch with water
Nucor said it opened its giant direct-reduced-iron facility in south Louisiana to take advantage of the region’s “plentiful” natural gas. (Maria Gallucci/Canary Media)

Hyundai’s project, by contrast, will feed iron directly into two electric arc furnaces. Over 150 of these power-hungry furnaces exist nationwide. But they primarily melt down scrap metal, with some virgin iron, into shiny new steel. Hyundai will mostly supply its own iron for the electric arc furnaces, enabling it to form steel sheets with the right qualities for vehicle production.

Hyundai has been making steel in South Korea since the 1950s. But with the Trump administration’s tariffs raising the cost of importing steel and cars, the manufacturer has opted to boost its U.S. production in both sectors. Building a new coal-fueled blast furnace in the United States makes little economic sense, given the expense of using coal and complying with environmental regulations. And there’s no need to — not when Louisiana can offer plentiful supplies of cheaper natural gas.

Eventually, the company intends to sell its Louisiana-made steel to other automakers in the U.S. and internationally. The global market is increasingly calling for lower-carbon steel, through policies like the European Union’s carbon border tax and because of broader consumer interest. Hyundai itself is facing pressure to decarbonize under South Korea’s carbon-neutrality targets.

“This project is not just about producing steel — it’s about producing a better future,” Hyeongjin Kim of Hyundai Steel told Louisiana leaders last year in Baton Rouge.

In May, Hyundai signed a $650 million supply contract with the Italian company Danieli for the two electric arc furnaces and other key steel-manufacturing equipment. The deal also includes an Energiron direct reduction plant, jointly developed by Danieli and the Italian firm Tenova, which is similar to the one Nucor operates in Louisiana.

“This is state-of-the-art, latest technology,” Andrea Diasparro, Danieli’s group sales director and a member of its executive board, said by phone from his office in Buttrio, Italy.

He added that the equipment is designed to limit energy consumption across Hyundai’s operation. The direct reduction furnace has built-in capabilities to capture carbon dioxide emissions, which Hyundai said it will utilize during its initial operations. The plant is also designed to seamlessly transition from using gas to hydrogen to produce the iron.

“No additional equipment has to be implemented for the plant to be hydrogen-ready, in the case that hydrogen is available at a reasonable price,” he said.

The question of when Hyundai will use green hydrogen, if ever, weighs heavily on Angelle Bradford Rosenberg, a medical scientist who leads the Sierra Club’s Delta Chapter. She met with me, her colleague Wells, and Dickerson — all members of the Good Neighbors Louisiana coalition — at a bar in downtown Baton Rouge the afternoon after the combative redistricting hearing.

“There’s no mechanism in Louisiana for watchdogging that sort of thing,” Bradford Rosenberg said. ​“We need those commitments from corporations in the beginning, because we cannot trust that it will come later.”

Hyundai outlined its hydrogen ambitions last year during meetings with Louisiana’s Clean Hydrogen Task Force, as part of an 18-month initiative created under former Gov. John Bel Edwards, a Democrat. The group included legislators and industry experts, who made policy recommendations for boosting production of the lower-carbon fuel within the state.

Woman in a white shirt with dark stripes stands at the corner of a building outside
Angelle Bradford Rosenberg said that Good Neighbors Louisiana has invited Hyundai representatives to join the group’s community events but hasn’t received any reply. (Maria Gallucci/Canary Media)

Louisiana makes millions of tons of conventional hydrogen every year for use in the chemicals sector, through a dirty and energy-intensive method that breaks the hydrogen-carbon bond in methane from natural gas.

The industry has plans to clean up by capturing its CO2 emissions and storing them permanently underground — producing so-called blue hydrogen — with a few such projects underway. In meetings, Hyundai gave the impression that it would start by using blue hydrogen in its ironmaking furnace. It would have a convenient source: CF Industries is developing a $4 billion blue ammonia plant next door that could also make hydrogen and bury emissions beneath Ascension Parish.

Whether this is a good idea depends on who you ask. The Sierra Club and local groups like Rural Roots and Louisiana Bucket Brigade — and, increasingly, Republican state policymakers — are vehemently opposed to injecting CO2 into underground wells, given their concerns about public safety risks and potential emission leaks. Critics also don’t like that it prolongs industry’s reliance on fossil fuels, and all the harmful emissions that entails.

On the flip side, the nonprofit Clean Air Task Force generally considers carbon capture and storage, or CCS, to be a ​“safe, permanent, and essential pathway” to curbing industrial emissions. By including CCS in its initial plans, the Hyundai steel mill could help create the supply chains and infrastructure needed to develop blue hydrogen, eventually driving down the costs for hydrogen made with renewables.

“We really see CCS-enabled hydrogen as a way to jump-start the economy and lead us into electrolytic [green] hydrogen in the future,” Lindsay Cooper Phillips, the senior Gulf Coast policy manager for the Clean Air Task Force, told me over coffee in Baton Rouge. ​“It’s challenging for someone like Hyundai to just start off there.”

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Hyundai has indicated that it could later switch to using green hydrogen, which is made by running electrolyzers — powered by renewable electricity — to split water into hydrogen and oxygen. This is considered the cleanest form of the fuel, because it doesn’t directly emit carbon. It also eliminates the harmful air pollution that comes with burning natural gas, including smog-producing compounds and fine particulates, which can damage people’s hearts and lungs.

A handful of global steelmakers have started using hydrogen in their operations. But the world’s first commercial-scale green steel mills are only just being built, both of them in northern Sweden. SSAB and Stegra are aiming to fire up their respective facilities before the end of the decade, despite significant challenges with project funding and delays.

Globally, the limited supply of green hydrogen and sky-high cost of producing it have stalled progress on green steel — problems exacerbated in the United States by politics. Over the last year and a half, the Trump administration has weakened or paralyzed federal funding for new clean hydrogen projects. Gov. Landry has done little to advance the low-carbon hydrogen efforts started by his predecessor, and the state has barely installed any renewable energy to date.

So it’s perhaps unsurprising, if not deeply disappointing for advocates like Bradford Rosenberg, that Hyundai said it will use natural gas when it fires up its steel mill in 2029.

“The production of green hydrogen has not yet reached the scale, nor cost, necessary for feasible implementation to replace natural gas,” Hyundai said in its December air-pollution permit application to the Louisiana Department of Environmental Quality.

In its filing, the company said it would use green hydrogen when there’s enough supply to meet its demand. But it hasn’t disclosed a timeline for when it plans to shift away from gas. ​“As hydrogen becomes more viable, we have also considered a phased transition to blue and green hydrogen,” Hyundai-Posco Louisiana Steel said by email.

Experts question whether the company will want to make such carbon-cutting investments after its gas-fueled plant is already up and running.

“Hyundai has the ambition, and we really want to see it put into practice,” Cooper Phillips said.

As Hyundai sorts out what will happen inside its steel mill, the world outside is preparing for the plant’s arrival.

Earlier this year, the River Parishes Community College broke ground in Donaldsonville on the Hyundai Training Center, which will offer a two-year program to prepare people for jobs in the steel industry. Landry and Bo-ryong Lee, Hyundai Steel’s president and CEO, were among those tossing shovels of dirt at the February ceremony. Korean investors have purchased hotels and apartments in downtown Donaldsonville to house future steelworkers, and the first Korean barbecue joints are opening up.

About a dozen miles down the river, in St. James Parish, the industrial gas supplier Air Liquide is building a second air-separation unit to serve Hyundai’s steel mill.

During my visit to the area, I stopped by to see its existing facility, which sucks outside air through an enormous filter and distills the molecules into high-purity oxygen, nitrogen, and argon. The Paris-based company is about to start construction on a $350 million additional unit and infrastructure that will mainly supply oxygen by pipeline to Hyundai’s new electric arc furnaces. Injecting oxygen makes chemical reactions more efficient, reducing the amount of electricity needed and lowering emissions.

White structure with blue, orange, and white pipes on a concrete base
Air Liquide’s air-separation unit in St. James Parish is surrounded by sugarcane fields. After each harvest, the company works with farmers so that they don’t burn their fields on days when winds blow smoke toward the air filter, Nick Frasier said. (Air Liquide)

“Hyundai wants to put the steel plant in badly, so we’re working at a fast pace. We’re going to support their needs,” Nick Frasier, the plant manager, told me as we toured the plant by car, rolling past towering columns and snaking pipes. He said the new unit is expected to come online in 2028.

Air Liquide is also one of the world’s largest producers of hydrogen. The company today primarily makes conventional hydrogen from natural gas, though it is building several large-scale green hydrogen plants at sites in Canada, Europe, and Asia.

Matthieu Giard, a group vice president for Air Liquide, said the company ​“would be more than happy” to partner with Hyundai if the steelmaker decides to use hydrogen in its Louisiana steel mill. ​“That could be another project for us tomorrow,” he said by phone from his office in Houston.

But Louisiana will need to first see a massive buildout of renewable energy if Hyundai is going to make that switch.

Producing enough green hydrogen to supply the steel mill could require at least 3 gigawatts of renewable generation capacity to run electrolyzers, the Clean Air Task Force estimated. That’s more than all of the solar power installed in Louisiana, which makes up most of the state’s clean energy capacity. Natural gas power plants provide the majority of the state’s total electricity generation, along with a smaller share from nuclear facilities.

Entergy Louisiana, the state’s largest utility and Hyundai’s electricity provider, is planning to add up to 3 GW of solar power to its portfolio in the coming years. And developers are advancing plans to build the state’s first three onshore wind farms. However, earlier efforts to install gigawatts’ worth of turbines in the Gulf of Mexico have screeched to a halt amid the Trump administration’s attacks on offshore wind development.

Four people on a city sidewalk
From left to right, Jacob Horwitz of United Steelworkers, Deletrick Dickerson, Kelvin Wells Jr., and Angelle Bradford Rosenberg in downtown Baton Rouge (Maria Gallucci/Canary Media)

Clean energy advocates in the state say they’re trying to position Louisiana’s industrial growth as a key reason for policymakers to support more wind and solar development — particularly given that renewables are now cheaper and faster to build than gas and nuclear plants. Hyundai itself spoke out about its coming clean-energy needs during an off-the-record panel in April at the Powering Louisiana Forum.

If built as promised, Hyundai’s green steel mill could be the start of that broader transformation for both the state and U.S. steelmaking.

When I sat down with Bradford Rosenberg, Wells, and Dickerson in Baton Rouge, the three of them wavered between excitement about what the project could deliver and skepticism about whether Louisiana was being sold yet another dream too good to be true. As they see it, the work of their grassroots coalition is to not only pressure Hyundai but also counter the growing disillusionment in surrounding communities and even within themselves, and to hold on firmly to a vision of what could be.

“The Hyundai plant is huge for the United States and for us,” Bradford Rosenberg said. ​“We want to make sure we get it right.”

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