Going over this report (page 37) from Niti Ayog/RMI, I came across the following exhibit. The outlook and focus for the next decade or so is primarily around reducing carbon emissions from industrial usage of (non-green) Hydrogen. The demand for power and heavy-duty vehicles is almost negligible.
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As an investor in India (not sure about the global trends), the way I am reading this is that, yes there are potential opportunities around the green hydrogen ecosystem, but we need to lower our expectations for disruptions in sectors like vehicles/transportation, power, etc.
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