{"id":15721,"date":"2026-06-01T12:00:00","date_gmt":"2026-06-01T10:00:00","guid":{"rendered":"https:\/\/hydrogencouncil.com\/?p=15721"},"modified":"2026-06-03T12:25:34","modified_gmt":"2026-06-03T10:25:34","slug":"hydrogen-council-ceo-industrys-asks-are-the-same-but-the-politics-arent","status":"publish","type":"post","link":"https:\/\/hydrogencouncil.com\/fr\/hydrogen-council-ceo-industrys-asks-are-the-same-but-the-politics-arent\/","title":{"rendered":"PDG du Conseil de l'hydrog\u00e8ne\u00a0: Les demandes de l'industrie restent les m\u00eames, mais pas les enjeux politiques."},"content":{"rendered":"
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Cet entretien r\u00e9alis\u00e9 par Charlie Currie a \u00e9t\u00e9 initialement publi\u00e9 dans H2 View. ici<\/a>.<\/strong><\/p>\n

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Quatre ans apr\u00e8s la crise gazi\u00e8re europ\u00e9enne qui a acc\u00e9l\u00e9r\u00e9 le d\u00e9veloppement de l'hydrog\u00e8ne, le secteur continue de solliciter les m\u00eames aides aupr\u00e8s des gouvernements. Garanties de la demande, acc\u00e9l\u00e9ration des proc\u00e9dures d'autorisation, clart\u00e9 r\u00e9glementaire et intervention publique sur le march\u00e9 demeurent au c\u0153ur des demandes de soutien.<\/p>\n

Cependant, compte tenu du conflit actuel au Moyen-Orient, ce qui pourrait changer, c'est le contexte entourant ces demandes, a d\u00e9clar\u00e9 Ivana Jemelkova, PDG du Conseil de l'hydrog\u00e8ne, \u00e0 H2 View.<\/p>\n

\u201c Le point de d\u00e9part de la conversation a \u00e9volu\u00e9 \u201d, a d\u00e9clar\u00e9 Jemelkova. \u201c Il s'agit en r\u00e9alit\u00e9 des cons\u00e9quences de la succession de crises. Nous nous heurtons \u00e0 un mur \u00e0 maintes reprises, alors peut-\u00eatre que lorsque nous nous y heurterons pour la troisi\u00e8me fois, nous pourrons commencer \u00e0 envisager les choses diff\u00e9remment. \u201d<\/p>\n

Malgr\u00e9 un contexte g\u00e9opolitique plus urgent et une visibilit\u00e9 croissante des projets en cours de construction, le secteur reste fortement d\u00e9pendant de la mise en \u0153uvre des politiques pour cr\u00e9er une demande commercialement viable \u00e0 grande \u00e9chelle.<\/p>\n

Pas seulement des projets PowerPoint<\/strong><\/p>\n

Pour le Conseil de l'hydrog\u00e8ne, la preuve la plus \u00e9vidente des progr\u00e8s accomplis n'est plus constitu\u00e9e par les documents strat\u00e9giques, mais par le d\u00e9ploiement visible des infrastructures.<\/p>\n

Lors du Sommet mondial sur l'hydrog\u00e8ne \u00e0 Rotterdam, Jemelkova a d\u00e9clar\u00e9 qu'il y avait eu un changement net dans les discussions par rapport aux \u00e9ditions pr\u00e9c\u00e9dentes, domin\u00e9es par les ambitions \u00e0 long terme et les projets conceptuels.<\/p>\n

\u201c Avant, on parlait d'id\u00e9es potentielles\u2026 mais cette fois-ci, la conversation \u00e9tait compl\u00e8tement diff\u00e9rente \u201d, a-t-elle d\u00e9clar\u00e9. \u201c Il y avait des tables rondes \u00e0 n'en plus finir avec des entreprises qui disaient : \u2018On construit, on le fait, on a un projet en construction, il sera bient\u00f4t op\u00e9rationnel.\u2019 \u201d<\/p>\n

L'essentiel des discussions du sommet a port\u00e9 sur les projets en cours plut\u00f4t que sur les ambitions futures. Le projet Holland Hydrogen I de Shell (200 MW), le projet Neom (2,2 GW) de production d'hydrog\u00e8ne vert en Arabie saoudite et les nouvelles infrastructures de pipelines mises en service ont \u00e9t\u00e9 pr\u00e9sent\u00e9s comme autant de preuves que certains secteurs commencent \u00e0 sortir de leur phase initiale.<\/p>\n

Alors que les projets en cours de d\u00e9cision finale d'investissement (FID) et de construction restent une minorit\u00e9 du portefeuille de projets mondial selon le dernier rapport de DNV, Jemelkova a d\u00e9clar\u00e9 que des \u00e9l\u00e9ments probants \u00e0 l'\u00e9chelle du secteur commen\u00e7aient \u00e0 se mat\u00e9rialiser.<\/p>\n

\u201c\u00a0Par rapport \u00e0 2022, le nombre de projets ayant d\u00e9pass\u00e9 la d\u00e9cision finale d\u2019investissement a consid\u00e9rablement augment\u00e9\u00a0\u201d, a-t-elle d\u00e9clar\u00e9. \u201c\u00a0Les choses ont \u00e9volu\u00e9, une prise de conscience s\u2019est op\u00e9r\u00e9e et des mesures ont \u00e9t\u00e9 prises.\u00a0\u201d<\/p>\n

L'argument n'a pas chang\u00e9 \u2013 la politique, elle, a peut-\u00eatre \u00e9volu\u00e9.<\/strong><\/p>\n

La s\u00e9curit\u00e9 \u00e9nerg\u00e9tique a longtemps figur\u00e9 au m\u00eame titre que la d\u00e9carbonation dans les arguments avanc\u00e9s par Jemelkova en faveur de l'hydrog\u00e8ne aupr\u00e8s des d\u00e9cideurs politiques. Elle a toutefois pr\u00e9cis\u00e9 que les chocs g\u00e9opolitiques r\u00e9p\u00e9t\u00e9s avaient modifi\u00e9 la mani\u00e8re dont les gouvernements r\u00e9agissaient \u00e0 ce message.<\/p>\n

Dans un contexte de tensions croissantes autour de l'Iran et de perturbations des march\u00e9s de l'\u00e9nergie, le PDG du Conseil de l'hydrog\u00e8ne a d\u00e9clar\u00e9 que les d\u00e9cideurs politiques se concentraient de plus en plus sur l'acc\u00e9l\u00e9ration de l'\u00e9lectrification, la diversification des importations et la r\u00e9duction de la d\u00e9pendance aux circuits d'approvisionnement concentr\u00e9s.<\/p>\n

Lors d'une discussion informelle avec Jemelkova \u00e0 l'occasion de cet \u00e9v\u00e9nement, Keisuke Sadamori, directeur des march\u00e9s et de la s\u00e9curit\u00e9 de l'\u00e9nergie \u00e0 l'AIE, a d\u00e9clar\u00e9 que la crise allait \u201c redessiner \u201d les syst\u00e8mes \u00e9nerg\u00e9tiques mondiaux d'une mani\u00e8re in\u00e9dite depuis la crise p\u00e9troli\u00e8re des ann\u00e9es 1970.<\/p>\n

Le d\u00e9troit d'Ormuz, qui g\u00e8re environ un cinqui\u00e8me du commerce mondial du p\u00e9trole et une part importante des exportations de GNL du Golfe, est devenu un point central de ces pr\u00e9occupations, suscitant des craintes concernant les prix de l'\u00e9nergie, les cha\u00eenes d'approvisionnement industrielles et les march\u00e9s des engrais.<\/p>\n

\u201c C\u2019est tr\u00e8s grave \u201d, a d\u00e9clar\u00e9 Jemelkova \u00e0 H2 View. \u201c Il s\u2019agit vraiment de repenser notre rapport \u00e0 l\u2019\u00e9nergie. \u201d<\/p>\n

Le Conseil a r\u00e9cemment lanc\u00e9 un appel \u00e0 l'action aux gouvernements, les exhortant \u00e0 acc\u00e9l\u00e9rer le d\u00e9ploiement de l'hydrog\u00e8ne pour soutenir la r\u00e9silience \u00e9nerg\u00e9tique et industrielle.<\/p>\n

Elle a fait valoir que l'hydrog\u00e8ne peut contribuer \u00e0 diversifier les importations d'\u00e9nergie, \u00e0 renforcer les cha\u00eenes d'approvisionnement industrielles et \u00e0 r\u00e9duire l'exposition aux march\u00e9s volatils des combustibles fossiles.<\/p>\n

\u201c Nous comprenons tous comment l'hydrog\u00e8ne peut nous aider \u201d, a-t-elle d\u00e9clar\u00e9. \u201c L'int\u00e9r\u00eat de l'hydrog\u00e8ne n'a jamais \u00e9t\u00e9 aussi \u00e9vident, mais nous devons maintenant passer \u00e0 la vitesse sup\u00e9rieure pour concr\u00e9tiser cette premi\u00e8re avanc\u00e9e, tirer des enseignements de cette premi\u00e8re phase et ouvrir ainsi un nouveau chapitre pour l'hydrog\u00e8ne. \u201d<\/p>\n

Le Conseil estime que les deux premiers mois de la crise ont co\u00fbt\u00e9 aux pays importateurs plus de 100 milliards de yuans et soutient qu'investir dans la diversification technologique aiderait les \u00e9conomies moins touch\u00e9es par de tels chocs.<\/p>\n

La livraison d\u00e9pend toujours de la politique<\/strong><\/p>\n

Si Jemelkova a affirm\u00e9 que l'hydrog\u00e8ne n'avait jamais \u00e9t\u00e9 aussi pertinent politiquement, la situation commerciale reste bien moins claire. L'entretien a \u00e9galement mis en lumi\u00e8re la forte d\u00e9pendance du secteur \u00e0 l'\u00e9gard de la mise en place d'un march\u00e9 pilot\u00e9 par l'\u00c9tat.<\/p>\n

Cet appel \u00e0 l'action a r\u00e9it\u00e9r\u00e9 les demandes de soutien formul\u00e9es depuis longtemps en mati\u00e8re de cr\u00e9ation de la demande et d'investissement dans les infrastructures de production, de stockage et de transport.<\/p>\n

Le responsable du Conseil de l'hydrog\u00e8ne a d\u00e9clar\u00e9 que si les strat\u00e9gies et les politiques sont pr\u00eates \u201c sur le papier \u201d, elles n'ont pas encore \u00e9t\u00e9 traduites en actes.<\/p>\n

\u201c Si on a l\u2019impression de poser les m\u00eames questions, c\u2019est tout simplement parce que les choses n\u2019ont pas encore \u00e9t\u00e9 faites \u201d, a-t-elle d\u00e9clar\u00e9.<\/p>\n

Des lacunes persistent dans la mise en \u0153uvre de la r\u00e9glementation sur les principaux march\u00e9s de l'hydrog\u00e8ne. En Europe, seuls quelques pays ont transpos\u00e9 les directives europ\u00e9ennes relatives \u00e0 l'hydrog\u00e8ne vert. En Asie, le d\u00e9veloppement des principaux appels d'offres est lent.<\/p>\n

Jemelkova a fait valoir que les d\u00e9cideurs politiques doivent \u201c r\u00e9fl\u00e9chir de mani\u00e8re plus cr\u00e9ative \u201d \u00e0 la stimulation de la demande, que ce soit par le biais de mandats d'achat public ou de march\u00e9s pilotes.<\/p>\n

\u201c\u00a0Les pays peuvent apporter une aide concr\u00e8te, et ce n\u2019est pas par le biais de subventions\u00a0\u201d, a-t-elle d\u00e9clar\u00e9. \u201c\u00a0Il est essentiel d\u2019explorer ces pistes\u00a0: objectifs, obligations, grands march\u00e9s, march\u00e9s publics, simplification des proc\u00e9dures administratives. Ces mesures peuvent \u00eatre mises en \u0153uvre d\u00e8s maintenant pour relancer la production.\u00a0\u201d<\/p>\n

Malgr\u00e9 tous les discours de l'industrie sur les progr\u00e8s accomplis, le d\u00e9fi sous-jacent reste le m\u00eame : l'hydrog\u00e8ne d\u00e9pend toujours de la capacit\u00e9 des gouvernements \u00e0 transformer les cadres politiques longuement discut\u00e9s en une demande r\u00e9elle.<\/p>\n

Ce qui a chang\u00e9 en 2026, ce ne sont pas les demandes de l'industrie, mais sa conviction que les gouvernements pourraient enfin \u00eatre contraints d'y donner suite.<\/p>\n<\/div>\n<\/div>\n

<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Dans cet entretien avec H2 View, Ivana Jemelkova, PDG du Conseil de l'hydrog\u00e8ne, revient sur le r\u00f4le de l'hydrog\u00e8ne dans le renforcement de la r\u00e9silience \u00e9nerg\u00e9tique et industrielle, la transition du secteur de l'ambition \u00e0 la r\u00e9alisation et les actions politiques n\u00e9cessaires pour d\u00e9bloquer la prochaine phase de croissance.<\/p>","protected":false},"author":5,"featured_media":15726,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[139,140,76],"tags":[164],"class_list":["post-15721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-format-newsroom","category-in-the-news","category-newsroom","tag-in-the-news"],"acf":[],"yoast_head":"\nHydrogen Council CEO: Industry\u2019s asks are the same, but the politics aren\u2019t | Hydrogen Council<\/title>\n<meta name=\"description\" content=\"In 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