JCDREAM

Webinar: Shaping The Hydrogen Highway
2025-10-28 11:00 - 12:00 (America/Los_Angeles)
This fall, CHARGE/H2MI hosted a special webinar on hydrogen refueling infrastructure design and deployment – featuring an international panel of experts who shared their learnings from projects already in progress. You can now view the full recording of Shaping the Hydrogen Highway: H2 Refueling Wisdom In Practice below!

Panelist Q+A

Question 1: Can the panelists address workforce needs and gaps? Which positions are hardest to fill? What are the training gaps that your companies are finding? Are you partnering with 2-year colleges – if not, do you see that as a future training venue for your business?

Answer: In short, engineers and/or technicians with real experience in hydrogen are difficult to come by. This experience is invaluable when it comes to troubleshooting, making improvements, etc. While workforce development efforts are certainly needed, it’s currently difficult to prioritize resources on this when market growth is slower.

Question 2: Please share your perspective on transit bus applications – including overview of required equipment, station activity in the PNW & California, HTEC experience with transit at their UBC station, etc

Answer: There are regular RFPs from transit agencies looking to start or expand their fuel cell bus fleet. Buses in the US leverage 350 bar fueling and is typically private so there is limited opportunity to provide fueling for other vehicles (though a couple are trying to do this). Note that the bus market in Japan uses 700-bar fueling and public bus fueling is more common.

Question 3: Can you share your thoughts on onsite hydrogen production and refueling, for example onsite SMR and refueling?

Answer: This is challenging since it complicates project development, requires more land, and may not actually be more cost effective than distributing from larger scale production elsewhere. There could be certainly projects where it makes sense.

Question 4: Does cooling has an effect on heavy duty refueling price as dispensed amount is higher? Is liquid hydrogen supply is preferred for heavy duty refueling? Answered during the webinar.

Answer: Short answer is yes. Cooling requirements to meet the new J2601-5 protocol for heavy-duty could be significant. This just needs to be designed appropriately. The vehicles will still be receiving compressed gaseous hydrogen, but there are certainly ways to design a system that leverage the cold temperatures from liquid hydrogen.

Question 5: What areas of growth do you see as more resilient to federal policy shifts?

Answer: The impact greatly depends on who you ask. For Iwatani, the hubs were viewed as a future phase project to help build larger scale. In this sense, cancellation has very little near term impact, but it requires us to have a more conservative view the demand of hydrogen over the next 5 years or so. With a smaller demand signal, we are already seeing many new hydrogen production projects struggle to continue development. Projects that are resilient will focus more on local policy levers such as ZEV public fleet requirements or state/local incentive programs to generate demand. There will also be a stronger focus on ‘right sizing’ hydrogen infrastructure (supply, distribution, and stations) to meet the current expected demand with possibility of modular expansion, rather than overbuilding up front with the expectation of rapid growth to follow.

Question 6: What are each participant’s projections of H2 sales per annum? Also, what are their projections for wholesale costs of H2 grey and green?

Answer: In general, we should expect slow market growth related to fuel cell mobility where success will likely be built around a smaller number of projects that effectively match supply/demand well (e.g. transit, drayage trucks fleets, etc.). As a reference, ~200 new light duty FCEVs were sold in California this year (previous averages were closer to 3000 per year). For gray H2 costs, note that the actual cost to produce and the price sold for hydrogen mobility are not the same. Business and market dynamics are more the issue here and not necessarily the direct cost to produce.

Question 7: Are there fueling stations or in development of low carbon fueling stations that includes: EV, H2, and renewable diesel?

Answer: There may be a couple examples but the typical co location is on existing gasoline stations. It’s reasonable to expect that larger energy companies with investments in multiple alternative fuels would combine these options in future developments.

Question 8: Could you do a fleet of MD/LD and provide occasional HD vehicles for demos to companies considering HD vehicles? Discussed briefly during the webinar.

Answer: Short answer is yes, but we need to carefully consider safety when co-mingling and ensure that there is enough station capacity/performance designed in the beginning so HD fueling doesn’t negatively impact the primary MD/LD fueling.

Webinar: Inside China's Hydrogen Boom
2025-12-15 11:00 - 12:00
This December, CHARGE’s final webinar of 2025 examined how China has emerged as the global leader in hydrogen investment and innovation. The virtual discussion featured a panel of international experts working at the center of China’s hydrogen economy, who shared insights on the strategies, milestones and market forces driving the country’s rapid hydrogen expansion — and what this momentum could mean for the future of clean fuels globally.
You can now view the full recording of Inside China’s Hydrogen Boom: Lessons From The World’s Fastest Growing H2 Economy below!

Webinar | Energy Markets Under Pressure: How Geopolitical Volatility is Redesigning the Clean Transition
2026-05-12 09:00 - 10:00
Global energy markets are under pressure. Between the U.S.-Iran conflict and ongoing disruptions from the Russia-Ukraine war, hydrocarbon volatility is at an inflection point — and the implications for clean energy are significant.
Join CHARGE for a panel webinar this May as we examine what market turbulence means for the energy transition, alternative fuels investment, and the policy shifts shaping what comes next.

Audience Q&A
Q: “How should energy companies manage political and regulatory risk in petrostates where the clean transition reduces long-term hydrocarbon certainty, but the state still depends on oil and gas revenues to preserve fiscal and political stability?”
A: (Tatiana Mitrova)
Energy companies should assume that in many petrostates the transition will be politically managed, not purely market-driven. The key is to understand that hydrocarbons are not just a business there – they are the fiscal base of the state. ADNOC is a good example: it is expanding globally, investing beyond traditional oil, and positioning itself for a more diversified energy future, but it still operates within a system where oil and gas revenues remain central to national stability. That means companies need shorter planning cycles, more optionality, and a much sharper focus on sovereign and policy risk.
Q: “Although the production costs of many renewable energy technologies have fallen significantly, what remains the most expensive aspect of implementing renewable energy systems in different parts of the world, based on your research and experience?”
A: (Tatiana Mitrova)
The cheapest part of renewables is increasingly the equipment itself. The expensive part is usually the system around it: grids, storage, balancing capacity, interconnections, land, licensing and permitting, and the institutional ability to integrate variable power reliably. In many places, the real bottleneck is no longer generation cost, but the cost and complexity of system integration and approvals.
Q: “RE: SMRs – – – Navy ships often are configured with 4-8 SMRs that operate in a complementary manner based on load. Do you believe that these Giga AI/Data Centers should consider the same horizontal scaling strategy instead of insisting on a 3GW Mega Nuclear plant?”
A: (Tatiana Mitrova)
Yes, in principle, a more modular strategy makes a lot of sense. If AI and data-center demand is uncertain, multiple smaller units can improve flexibility, reduce single-point-of-failure risk, and match load growth more realistically than one very large plant. The challenge, however, is cost: today, very large projects are often still seen as more economical on paper, while modular systems may offer greater resilience but at a higher per-unit cost – at least until regulation, financing, and supply chains catch up.

About the Panelists

Kevin Billings, OBE | Moderator
Kevin Billings is the founder and CEO of Legation Strategies, which provides advisory services in strategic positioning, mergers and acquisitions, and private equity within the energy, infrastructure, and national security sectors. He is a proven executive with extensive experience in the strategic management of defence, energy and industrial organizations in both the public and private sectors. He was appointed by President George W. Bush to serve as an Assistant Secretary of the United States Air Force where his responsibilities included the world-wide management and direction of the Air Force’s $38 billion installations, logistics, environment, and energy programs.
As part of his corporate experience, he co-led a multi-divisional acquisition project and secured $1.5 billion in financing from international participants, developed a successful acquisition plan for a $2 billion energy company, and created a multi-functional marketing and US government operations business model for a global aerospace and industrial company headquartered outside the United States.

Rebecca Harding, Ph.D
Dr. Rebecca Harding is CEO of the Centre for Economic Security and a leading authority on international trade and geoeconomics. She serves in strategic advisory roles including as Chief Economic Adviser to the Defence Security and Resilience Bank Development Group and Head of Investor Relations at Sovereign Resilience Finance.
Harding has built three data businesses in trade, sustainability, and economic security. Her career includes positions as Senior Research Fellow at the British Foreign Policy Group, Head of Corporate Research at Deloitte, and Senior Fellow at London Business School. She served as Chief Economist at UK Finance and has advised the UK’s Treasury Select Committee.
She authored “The World at Economic War: How to Rebuild Security in a Weaponized Global Economy” (2025), recommend edby the FT’s Martin Wolf as one of the top books of 2025, and co-authored several books on trade and geostrategy, including “The Weaponization of Trade: the Great Unbalancing of Politics and Economics” (2017).

Richard Wardlaw, CB, OBE
General Wardlaw gave over 33 years’ service in the Army, UK MOD and NATO. His operational duties included tours to Northern Ireland, Bosnia, Iraq and Afghanistan. Before retiring from the Army in late 2023, he was the UK’s first Chief of Defence Logistics and Support.
Arguably, though, General Wardlaw is best known for his commitment to making UK Defence greener. He challenged conventional thinking and highlighted opportunities for enhancing operational effectiveness through the use of sustainable technologies. He was the architect of the large-scale deployment of solar farms across the British Army estate, and UK Defence’s Sustainable Support Strategy and UK Defence’s Operational Energy Strategy promoting the use of green technology and energy in the future force.
Since retiring from the Army, General Wardlaw has developed a portfolio of roles, including Senior Advisor roles across the nuclear and renewable energy sector, as an Associate Fellow to Oxford University and as Chair of the Centre for Economic Security. The latter focuses on promoting the levers and tools of the new economic statecraft required to underpin collective economic security and resilience in the face of significant geopolitical uncertainty and the supply chain disruptions created by both adversaries and climate change.

Tatiana Mitrova, Ph.D
Tatiana Mitrova is an internationally recognized expert on energy systems, geopolitics, and long-term transition risks. She is a Global Fellow at Columbia University’s Center on Global Energy Policy and a Senior Research Fellow at the Oxford Institute for Energy Studies, Distinguished Research Fellow at the Institute of Energy Economics, Japan (IEEJ) and Visiting Professor at the Institut d’Etudes Politiques de Paris (Sciences Po). She also serves as Director of the New Energy Advancement Hub (NEAH), where her work focuses on how large energy and industrial systems adapt under geopolitical, regulatory, and technological stress. With nearly three decades of experience, Tatiana has advised governments, international institutions, and boards of major energy companies on strategy, risk, and governance in highly uncertain environments.
Her research bridges geopolitics, energy markets, and institutional decision-making, with particular emphasis on structural constraints, resilience, and the evolving balance between petrostates and emerging electrostates.

Naomi Boness, Ph.D
Dr. Naomi Boness (Ph.D.) is the Managing Director of the Center for Fuels of the Future at Stanford University. Naomi is an experienced practitioner in the energy sector with a focus on using her background in geophysics and techno-economic modeling to develop technology solutions related to natural gas, hydrogen, and decarbonization in both the developed and the developing world. Prior to Stanford, she held a variety of technical and management positions at Chevron.
Naomi is passionate about connecting technology developers with industry to accelerate the deployment of new decarbonization technologies at scale. She serves as an independent Board Director for two public companies: Aemetis, a low carbon fuels company, and Babcock and Wilcox, a clean power production company. To advance energy access and develop clean affordable solutions in the developing world, Naomi serves on the Green Energy Technology Council for Larsen and Toubro, an Indian-based EPC, as well as being a board member/advisor to a portfolio of energy organizations and clean energy technology startups.
Dr. Boness holds a Ph.D. in geophysics from Stanford University, a M.Sc. in geological sciences from Indiana University and a B.Sc. in geophysics from the University of Leeds.

REACH Program Webinar
2026-06-10 10:00
REACH (Resources for the End-Use Advancement of Clean Hydrogen) is Washington’s first free technical assistance program for organizations exploring or adopting clean hydrogen. Delivered by CHARGE, Washington State University Energy Program, and funded and supported by the Washington State Department of Commerce through the Climate Commitment Act, REACH provides 1:1 expert guidance tailored to your sector and operations.
📹 We hope you’ll join us for a free public webinar scheduled for June 10 at 10 AM PT. Register for the webinar at https://lnkd.in/gAB6WQ3i
The intake form submission window closes on June 19.
Learn more about the program at https://lnkd.in/g2DZhjSG
