There’s a buzz about green hydrogen. But pink, produced using nuclear, may have a huge role to play too
Both pink and blue have been used to differentiate between different methods of hydrogen production.
Eve Livesey | Moment | Getty Images
From Tesla’s Elon Musk to European Commission President Ursula von der Leyen, the past few years have seen many high-profile names talk about the role hydrogen may — or may not — play in the planet’s shift to a more sustainable future.
Musk has expressed skepticism about hydrogen’s usefulness, but many think it could help to slash emissions in a number of sectors, including transportation and heavy industry.
While there’s a major buzz about hydrogen and its importance as a tool in securing a low-carbon future — a topic that’s generated a lot of debate in recent months — the vast majority of its production is still based on fossil fuels.
Indeed, according to a Sept. 2022 tracking report from the International Energy Agency, low-emission hydrogen production in 2021 accounted for less than 1% of global hydrogen production.
If it’s to have any role in the planned energy transition, then hydrogen generation needs to change in a pretty big way.
“The first thing to say is that hydrogen doesn’t really exist naturally, so it has to be produced,” said Rachael Rothman, co-director of the Grantham Centre for Sustainable Futures at the University of Sheffield.
“It has a lot of potential to help us decarbonize going forwards, but we need to find low-carbon ways of producing it in the first place,” she said, adding that different methods of production had been “denoted different colors.”
“About 95% of our hydrogen today comes from steam methane reforming and has a large associated carbon footprint, and that’s what’s called ‘grey’ hydrogen,” Rothman told CNBC.
Grey hydrogen is, according to energy firm National Grid, “created from natural gas, or methane.” It says that the greenhouse gases associated with the process are not captured, hence the carbon footprint that Rothman refers to.
The dominance of such a method is clearly at odds with net-zero goals. As a result, an array of sources, systems and colors of hydrogen are now being put forward as alternatives.
These include green hydrogen, which refers to hydrogen produced using renewables and electrolysis, with an electric current splitting water into oxygen and hydrogen.
Blue hydrogen, on the other hand, indicates the use of natural gas — a fossil fuel — and carbon capture utilization and storage. There has been a charged debate around the role blue hydrogen could play in the decarbonization of society.
Pink potential
Alongside blue and green, another color attracting attention is pink. Like green hydrogen, its process incorporates electrolysis, but there’s a key difference: pink uses nuclear.
“If you split … water, you get hydrogen and oxygen,” Rothman said. “But splitting water takes energy, so what pink hydrogen is about is splitting water using energy that has come from nuclear.”
This means that “the whole system is low carbon, because … there’s no carbon in water … but also the energy source is also very low carbon because it’s nuclear.”
Alongside electrolysis, Rothman noted that nuclear could also be used with something called a thermochemical cycle.
This, she explained, harnessed very high temperatures to split water into oxygen and hydrogen.
Pink hydrogen already has some potentially significant backers. These include EDF Energy, which has floated the idea of producing hydrogen at Sizewell C, a 3.2-gigawatt nuclear power station planned for the U.K.
“At Sizewell C, we are exploring how we can produce and use hydrogen in several ways,” the firm’s website says. “Firstly, it could help lower emissions during construction of the power station.”
“Secondly, once Sizewell C is operational, we hope to use some of the heat it generates (alongside electricity) to make hydrogen more efficiently,” it adds.
EDF Energy, which is part of the multinational EDF Group, said in a statement sent to CNBC: “Hydrogen produced from nuclear power can play a substantial role in the energy transition.”
The company also acknowledged there were challenges facing the sector and its development.
“Hydrogen is currently a relatively expensive fuel and so the key challenge for low carbon electrolytic hydrogen, whether produced from renewable or nuclear energy, is to bring down the costs of production,” it said.
This needed “supportive policies which encourage investment in early hydrogen production projects and encourage users to switch from fossil fuels to low carbon hydrogen.”
“Growing the market for low carbon hydrogen will deliver the economies of scale and “learning by doing” which will help to reduce the costs of production.”
While there is excitement about the role nuclear could play in hydrogen production and the wider energy transition — the IEA, for example, says nuclear power has “significant potential to contribute to power sector decarbonisation” — it goes without saying that it’s not favored by all.
Critics include Greenpeace. “Nuclear power is touted as a solution to our energy problems, but in reality it’s complex and hugely expensive to build,” the environmental organization says. “It also creates huge amounts of hazardous waste.”
A multi-colored future?
During her interview with CNBC, the University of Sheffield’s Rothman spoke about the bigger picture and the role different types of hydrogen might play. Could we ever see a time when the level of blue and grey hydrogen drops to zero?
“It depends how long a timeframe you’re looking at,” she said, adding that “in an ideal world, they will eventually drop very low.”
“Ultimately, we ideally get rid of all of our grey hydrogen, because grey hydrogen has a large carbon footprint and we need to get rid of it,” Rothman said.
“As we improve carbon capture and storage, there may be a space for blue hydrogen and that’s yet to be evaluated, depending on the … developments there.”
“The pink and green we know there has to be a space for because that’s where you really get the low carbon [hydrogen], and we know it should be, it’s possible to get there.”
Fiona Rayment, chief scientist at the UK National Nuclear Laboratory — which, like EDF Energy, is a member of trade association Hydrogen UK — pressed home the importance of having a range of options available in the years ahead.
“The challenge of net zero cannot be underestimated; we will need to embrace all sources of low carbon hydrogen generation to replace our reliance on fossil fuels,” she told CNBC.
While there has been a lot of talk about using colors to differentiate the various methods of hydrogen production, there is also a lively discussion about whether such a classification system should even exist at all.
“What we want is low carbon hydrogen,” Rothman said. “And I know there is a lot of confusion about the various colors, and I’ve heard some people say … ‘why do we even have the colors, why do we not just have hydrogen and low carbon hydrogen?'”
“And ultimately, it’s the low carbon bit that’s important, and both pink and green would do that.”
After Lucid Group’s (LCID) stock price reached a new all-time low this week, the company’s communication boss is out to set the record straight.
Lucid stock hits a new low as investors wait
Lucid is facing new headwinds in the US at a critical time as the EV maker looks to enter its next growth phase. It’s ramping up output of its first electric SUV, the Gravity, and is set to launch its midsize platform in late 2026.
Like all automakers, the company is facing new headwinds in the US under the Trump administration, but that isn’t stopping Lucid from continuing on its mission of “changing the world through innovation and efficiency.”
Lucid’s head of communications, Nick Twork, reassured investors on Thursday that while others are pulling back, the company is still plowing ahead.
“We know it’s been a challenging period for our long-term holders,” Twork said, adding, “We are focused on execution and being transparent.” Twork reaffirmed investors that Lucid has “a strong liquidity runway,” including a $2 billion PIF credit facility, and another $2 billion in refinanced convertible notes that now mature in 2030/31.
$LCID investors: we know it’s been a challenging period for our long-term holders. We are focused on execution and being transparent. As our CFO Taoufiq has said, we have a strong liquidity runway, including an undrawn $2B PIF credit facility, and we refinanced $2B of converts… pic.twitter.com/4gvzFqmpLj
— Nick Twork (@ntwork) December 18, 2025
While other automakers are scaling back EV plans, including Ford most recently, “we’re building through it and ramping,” Lucid’s communications boss said.
After a magnet shortage and other supply chain constraints hampered Gravity production early on, Lucid now expects the electric SUV to make up the majority of production and deliveries in the fourth quarter.
Speaking at the 53rd Annual Nasdaq Investor Conference last week, Lucid’s interim CEO, Marc Winterhoff, said the company “is on track” to hit its guidance of producing 18,000 vehicles this year. That’s at the lower end of its initial 20,000 to 18,000 target, but Winterhoff said output is picking up and Lucid now has “weeks where we are producing 1,000 vehicles” in a single week.”
Hitting that 18,000 target won’t be easy. Through the third quarter, Lucid produced 9,966 EVs, meaning it will need to build over 8,000 more in Q4. That’s more than double the 3,891 it made in the third quarter.
Lucid had about $4.2 billion in liquidity at the end of Q3, but after agreeing with PIF to increase the delayed draw term loan credit facility (DDTL), the company said total liquidity would have been around $5.5 billion.
The capital is enough to fund it through the first half of 2027, Lucid said. Later next year, Lucid will begin production of its midsize platform, which will underpin at least three new vehicles priced around $50,000.
Lucid’s first midsize model will be an electric crossover SUV, followed by a more rugged version inspired by the Gravity X concept. The third is rumoured to be a midsize sedan that will compete with the Tesla Model 3.
During a fireside chat at the UBS Global Industrials and Transportation Conference earlier this month, Lucid’s CFO, Taoufiq Boussaid, said the midsize EVs will be positioned in “the heart of the market,” starting at around $50,000.
While Rivian (RIVN) and Tesla (TSLA) shares are trading up by over 50% and 27%, respectively, since the beginning of 2025, Lucid’s stock price has fallen by over 60%. Earlier this week, Lucid’s stock touched an all-time low of $11.09 per share.
Twork said Lucid will share more information about its growth plans during its Capital Market Day in the first quarter.
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Like a 90s “gifted” kid that was supposed to be a lot of things, the electric Jeep Wagoneer S was supposed to be sporty, luxurious, and appeal to a whole new Jeep buyer. Despite being a decent vehicle, it never really found its place — but now that Jeep is offering nearly $17,000 off select models, it might be time to give the go-fast Wagoneer S a second look.
Whether we’re talking about Mercedes-Benz, Cerberus, Fiat, or even Enzo Ferrari, there have been no shortage of corporate outsiders have labeled Jeep as a potentially premium brand that could, “if managed properly,” command luxury-level prices all over the globe. That hasn’t happened, and Stellantis is just the latest in a long line of companies to sink massive capital into the brand only to realize that people will not, in fact, spend Mercedes money on a Jeep.
“Stellantis bet big on electric versions of iconic American brands like Jeep and Dodge, but consumers aren’t buying the premise,” wrote CDG’s Marcus Amick, back in June. “(Stellantis’ dealer body) is now stuck with expensive EVs that need huge discounts to move, eating into already thin margins while competitors focus on [more] profitable gas-powered vehicles.”
To get its prices back in line with the market’s expectations, Jeep is slashing prices with lots of cash on the hood. That includes a hefty $15,250 incentive on select Wagoneer S trims listed as a “2025 National EV Credit Select Inventory Retail Bonus Cash” offer by Greenville Chrysler in Greenville, Texas — which seems like it would be stackable with $1,500 in National Stellantis Loyalty Retail Bonus Cash as well, for a total of $16,750 in incentives before any additional dealer discounts come into play.
All of which is to say: if you’ve found yourself drawn to the Jeep Wagoneer S, but couldn’t quite stomach the $70,000+ window stickers, you might want to check in with your local Jeep dealer and see how you feel about it at a JCPenneys-like 30% off!
Original content from Electrek.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
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Volvo CE is getting into the spirit of the holidays with the donation of a band-new, $100,000 Volvo ECR25 Electric mini excavator to the Westfield Technical Academy’s horticulture department in Massachusetts.
School staff, including Nathan Sperry, the head of Westfield’s horticulture department, told Mass Live that he’s excited about the donation. And, because it has no harmful emissions, his students will be able to use the electric mini excavator indoors for training over the cold winter months, ensuring they’ll be able to take on jobs on live construction sites as soon as the weather clears. “Currently, students train on a simulator,” he told reporters. “Now, they can get on the real machine after lessons.”
Those students will be learning on a state-of-the-art machine. One that’s equipped with a 2.5 tonne (~5,500 lbs.) capacity that’s powered by an 18 kW (~20 hp) electric motor fed by a 20 kWh li-ion battery pack that promises up to four hours of continuous operation.
And, if you’ve ever driven past a job site and seen an idle machine, you already know that four continuous hours of work is plenty — but when it’s not enough, the ECR25 Electric can be connected to a 50 kW DC fast charger and be back to work in under an hour.
The donation of the ECR25 Electric, valued at a total of $100,000, was made possible by a number of stakeholders, including J.L. Raymaakers Construction, Tyler Equipment Corp., and Volvo CE. You can learn more about the donation in the WWLP-22News report, below.
Electrek’s Take
There seem to be a number of fresh news stories about Volvo donating electric equipment to schools — and that’s awesome. Apple pursued a similar strategy getting into school computer labs a generation ago and now my kids are learning on iPads all day while Mac and iPhone sales continue to be the envy of the industry.
Mark my words, gang: a generation of operators and technicians who grew up wrenching on battery electric Volvo machinery won’t want to grease up and slide under a diesel.
SOURCE: WWLP-22News, via Construction Equipment; featured image by Volvo CE.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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