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Global hydrogen project pipeline to 2030 showing reduction in early-stage projects and a 25% decline in expected capacity

Global hydrogen market: progress slows as projects consolidate

The global hydrogen market is showing signs of consolidation, as early-stage projects face delays, cancellations and growing execution challenges. While low-emissions hydrogen production could reach around 4 Mt by 2030 from projects already under construction or at final investment decision, a significant share of the pipeline remains uncertain. Regulatory barriers, weak offtake demand and economic constraints continue to slow progress, […]

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Hydrogen governance in Asia-Pacific illustrated through hydrogen infrastructure, clean energy systems and trade links across Japan, South Korea and India

Hydrogen governance in Asia-Pacific reveals sustainability gaps in imports and certification

Hydrogen governance in Asia-Pacific is evolving through different policy models in Japan, South Korea and India, with carbon intensity emerging as the main benchmark. The report finds that imported hydrogen, incomplete lifecycle accounting and limited broader sustainability safeguards remain key governance gaps. Hydrogen governance in Asia-Pacific is taking shape through contrasting approaches in Japan, South Korea and India, but the […]

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Hydrogen energy and the evolving role of gas in the global system

Hydrogen energy is emerging within the global gas system, with infrastructure, LNG markets and policy frameworks increasingly aligning to support its gradual integration. Hydrogen energy is gaining traction within the global gas landscape, not as a replacement but as an extension of existing systems. This report highlights how gas infrastructure—including LNG, pipelines and storage—is being positioned to support future hydrogen […]

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Germany hydrogen power outlook chart showing planned shift from natural gas to hydrogen-ready power capacity

Germany hydrogen power strategy faces high costs and infrastructure risks

Germany hydrogen power is becoming more central to the country’s gas strategy, but high costs, infrastructure gaps and delivery risks could limit its role in the power mix. The report argues Germany may need to rely more on renewables, storage, grids and demand response than on hydrogen power. Germany’s energy transition strategy increasingly links future power security to hydrogen-ready gas […]

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