In light of the realities of hydrogen fundamentals, hydrogen actors should manage their expectations for large-scale hy-drogen exports, especially seaborne hydrogen trade. While it is possible that clean hydrogen will be traded internationally in significant quantities in the medium-to-long-term future, most volumes will be consumed near the point of production due to the challenges of transporting hydrogen, especially over water. […]

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Bridging the hydrogen gap: strategic cost allocation for a resilient EU hydrogen market

Hydrogen is poised to become a cornerstone of Europe’s decarbonisation agenda, yet its market rollout is hindered by high production costs, uncertain demand, and infrastructure investment risks. Recognising these challenges, ACER’s Recommendation No 02/2025 provides foundational guidance on inter-temporal cost allocation (ITCA)—a tool that enables the deferral of hydrogen network cost recovery across time, ensuring fairer tariff structures for early […]

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European Innovation Fund IF25 Hydrogen Auction

The European Commission has published the draft Terms and Conditions for the IF25 Hydrogen Auction. Draft T&Cs expand the scope of previous auctions to include support for electrolytic Low Carbon Hydrogen production, while previous auctions where focused on Renewable Hydrogen Source: European Commission

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Global hydrogen and derivatives market show signs of recovery

Q2 showed early signs of recovery. More capital is flowing into the sector again – but it’s flowing differently. The focus is shifting towards viable business models, proven project setups, and stable downstream demand. The second quarter of 2025 painted a mixed picture for the global hydrogen and derivatives market. Cancellations and insolvency filings still dominated headlines in many OECD […]

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