Hydrogen and Ammonia in Asia: Emerging Clean Energy Carriers or Costly Distractions?
Meta Description: Japan, South Korea, China, and others are betting on hydrogen and ammonia as low-carbon fuels. This article analyzes demand, supply, costs, and the strategic role of hydrogen in Asia’s energy transition. Introduction Across Asia, hydrogen and ammonia have moved from conference slides to concrete policy roadmaps. Japan and South Korea are positioning themselves as major importers of low-carbon hydrogen and ammonia, while countries such as Australia, the Gulf states, and parts of Southeast Asia aim to become exporters. At the same time, questions remain over costs, emissions integrity, and infrastructure readiness. This article examines the state of hydrogen and ammonia strategies in Asia, with a focus on credibility, economics, and what matters for the region’s broader renewable energy transition. Japan and South Korea: First Movers on Demand Japan’s Green Transformation (GX) Strategy and energy plans identify hydrogen and ammonia as central to decarbonizing powe...