Oil and Gas is in the midst of a reversion to mean for business activity focus. The sector has had a leading role in global FID for green hydrogen, though that is within the system boundary for immediate consumption, rather than for external sales.

That skews at-scale O&G hydrogen blue, but after many years of discussion: where is the blue hydrogen and blue ammonia sector today?

Anchor customers for CCS include cement, industrial and 'blue product' sectors: how much of a tailwind will the latter provide to the sector? What spark will light further growth to this leg of CCS users?