North America Equity Research 27 May 2025 J P M O R G A N Clean Tech What's Next for the Clean Hydrogen Landscape? We hosted Jay Munster, Principal at Clean Epic Advising and former Head of Analysis at the U.S. Department of Energy, for a discussion on the clean hydrogen outlook given several policy and macro headwinds that continue to unfold. Our key takeaways include: The recent passage of the House's Reconciliation Bill has introduced a wave of uncertainty in the green hydrogen sector. The bill would acc ...