Towards Hydrogen Autarky? Evaluating Import Costs and Domestic Competitiveness in European Energy Strategies
Philipp Dunkel, Theresa Klütz, Jochen Linßen, Detlef Stolten
Published: 2025/10/6
Abstract
The design of the future European energy system depends heavily on how Europe balances its domestic hydrogen production against its reliance on imports. This study reveals that neither-extreme full self-sufficiency nor complete reliance on imports-is economically optimal through 2050. Using a high-resolution energy system model accounting for interannual weather variability, we find import cost thresholds favoring domestic production decrease from 3.0 EUR/kg (2030) to 2.5 EUR/kg (2050). However, the impact of weather is significant and can shift the optimal import share by up to 60 percentage points at constant prices. Strategies with a high import share minimize the need for domestic renewable energy and electrolyzers but require significant investment in long-distance transportation, backup electricity capacity, and storage. Conversely, achieving full self-sufficiency demands massive domestic infrastructure, including up to 1,315 GW of electrolysis by 2050. These findings highlight the critical need for diversified hydrogen strategies that balance cost, resilience, and energy sovereignty. Policy must prioritize flexible infrastructure accommodating both imports and scalable domestic production to navigate evolving market and climatic conditions.