Green hydrogen production nears grey-hydrogen parity in China as infrastructure hurdles persist
The short article is largely consistent with recent SMM reporting and authoritative policy sources, especially on Chinese green hydrogen costs, electrolyser cost declines, pipeline constraints, and the NDRC hydrogen target. The long article adds several broader claims that are supported in part, but some are more interpretive or harder to independently confirm, especially around the exact transport premium, the “86% unused” figure in a MERICS context, and the framing of CBAM’s effect on exports. Overall, the article is mostly trustworthy, with some claims needing qualification rather than removal.
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