The CEO of Trafigura, a major commodity trading house, recently shared a rather dim assessment of the green hydrogen sector. Speaking candidly, he indicated that the market outlook is nowhere near bullish—far from it. His skepticism underscores growing doubts within the commodities industry about whether green hydrogen can deliver on its promises at scale. This matters for the broader energy ecosystem and, by extension, digital asset markets that track energy costs and industrial trends. The pessimistic stance reflects real concerns about production efficiency, cost competitiveness, and infrastructure gaps that continue to plague this emerging sector.