Garabedian: Next five years of green hydrogen will be policy-driven European projects
Rafi Garabedian · Driving down the cost of green hydrogen · Nov 13, 2025 · at 39:29
Rafi Garabedian, CEO of Electric Hydrogen, discusses the commercial adoption timeline for green hydrogen electrolyzers with host Shayle Kann.
0:00 / 0:20exact quote · 20.1s
720p mp4 · rendered on demand · StarZero watermark
“So I think the next five years looks like very, very tactical kind of one-off projects that are policy-driven in places like Europe. That have the policy frameworks in place or emerging to motivate consumption of these molecules.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Rafi Garabedian
Garabedian: Deploying hundreds of small containerized electrolyzers is highly cost-inefficient
“The idea of integrating onto a site hundreds and hundreds of very small containerized electrolyzers, it turns out to be quite expensive. And in no small part, it's expensive because it's very hard to drive the cost out of those units, but also because the foot…”
Garabedian: China's low-cost solar manufacturing playbook will fail in hydrogen
“So long story short I don't think the same game that worked in solar works in green hydrogen.”
Garabedian: Western green hydrogen plant capital costs doubled to over $3/W
“We've seen those capital costs go from You know, an early promise of something like 1500 dollars a kilowatt, buck 50 a watt, to now even over three dollars a watt of capital cost.”
Garabedian: Electric Hydrogen prices European plants just over $1,000/kW installed
“So, we're pricing in the European market today with a total installed cost just north of a thousand dollars a kilowatt. Inclusive of EPC. That's everything from the substation, the civil works, all of our equipment, the installation and commissioning.”
Garabedian: Electric Hydrogen will beat fossil hydrogen costs by early 2030s
“Now, if you take our technology roadmap a little further out, and you think about scale and also improvements we have in our, coming in our technology, along with what we expect to see in terms of continued cost reduction in wind and solar, we think we can get…”
Garabedian: ERCOT green power prices doubled to $65/MWh amid AI demand
“If you look in West Texas and you were to sign a solar and wind kind of affirmed green power purchase agreement in, in Texas and Urquhart territory three years ago, you might've paid 35 dollars a megawatt hour for that product. Today you're paying 65, maybe mo…”