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Thursday, July 10, 2025

Saudi MBS to use hydrogen as a geopolitical instrumentnote

Saudi Arabia is reframing hydrogen as a geopolitical instrument, embedding it across arms deals, green diplomacy, and global energy negotiations.

Saudi Crown Prince Mohammad Bin Salman’s (MBS) approach marks a deliberate pivot from hydrogen as a commodity to leveraging it as a tool for influence.

This note explores Saudi hydrogen ambitions, including:

- Saudi Ministerial efforts to link hydrogen to defense and diplomacy

- NEOM-linked offers tied to technology transfer and price locks

- Saudi outreach efforts to Asian and European buyers

- Advanced supply negotiations

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