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Davy Gas Articles


Gasworld: How Venezuelan Crude Could Tighten U.S. Hydrogen Supply
Originally published in Gasworld Date: March 9, 2026 Recent geopolitical shifts in Venezuelan crude supply could have significant implications for hydrogen availability in the United States. In a recent analysis published by Gasworld, industry experts examine how refinery activity, historically one of the largest sources of hydrogen production, may influence broader hydrogen supply dynamics across industrial and emerging energy markets. As refineries process heavier crude oil

Gary Bender
Mar 91 min read


The Hydrogen Forklift Lesson
What Amazon, Walmart, and Plug Power Revealed About Hydrogen’s Structural Problem Hydrogen’s first large-scale commercial test in the modern clean energy era did not take place at a fueling station. It did not begin with passenger vehicles or long-haul trucks. It began quietly inside warehouses. Long before hydrogen retail infrastructure became a national policy discussion, companies such as Amazon and Walmart deployed thousands of hydrogen fuel cell forklifts across distri

Nicholas Cupps
Mar 66 min read


Hydrogen’s False Start - And the Blueprint for Its Comeback
For more than a decade, hydrogen has been positioned as one of the most promising energy sources for transportation. It offers fast refueling, long driving range, and zero tailpipe emissions. Major global automakers invested billions of dollars to bring hydrogen fuel cell vehicles to market, confident that the technology itself was ready. And yet, despite the technical success of the vehicle, hydrogen passenger cars have not achieved widespread adoption.

Nicholas Cupps
Feb 276 min read
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