PREMIUM CONTENT

Belgium sets framework for hydrogen terminals under EU hydrogen package
Belgium has published a study outlining the future framework for hydrogen terminals as part of the transposition of the EU Hydrogen and Decarbonised Gas Package. The document clarifies how hydrogen terminals handling liquid hydrogen or ammonia should be organised, operated and accessed under objective and non-discriminatory principles. A negotiated third-party access regime is proposed, with regulatory oversight primarily ex-post. The […]
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Electrolyzer market outlook: technology, costs and global manufacturing capacity
The electrolyzer market outlook shows rapid industrial expansion colliding with slower-than-expected demand growth. As of mid-2025, around 2.15 GW of electrolyzer capacity was operational globally, with nearly 20 GW including projects under construction or at FID. Yet global manufacturing capacity has surged to 61 GW per year, creating significant overcapacity and triggering sector consolidation. Alkaline (ALK) technology continues to dominate […]
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Ireland hydrogen exports strategy targets European energy markets
Ireland hydrogen exports are emerging as a central pillar of the country’s long-term energy transition strategy, with policymakers assessing how large-scale renewable resources could underpin future hydrogen production for export to Europe. The report outlines infrastructure requirements, potential export routes, and the role of offshore wind in supporting electrolysis at scale. Ireland hydrogen exports could become a strategic opportunity as […]
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Hydrogen outlook 2026: five developments set to reshape the market
The hydrogen outlook 2026 signals a decisive year for project economics, policy credibility and global trade dynamics. After two years of optimism followed by reality checks, the market is entering a phase where only commercially robust projects are likely to move forward. Non-RFNBO hydrogen in Europe is expected to gain traction, ammonia cracking projects could reach final investment decision, and […]
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MARKET INSIGHTS

Bundestag approves Hydrogen Acceleration Act to fast-track infrastructure
Germany’s Bundestag has approved the Hydrogen Acceleration Act, granting hydrogen infrastructure projects “overriding public interest” status until 2045. The legislation

European electrolyser costs fall in 2025 as manufacturing capacity expands
European electrolyser costs declined in 2025, with alkaline CAPEX at around €2,075/kW and PEM at roughly €2,196/kW, both down double

CBAM suspension proposal faces opposition from EU hydrogen groups
Argus reports that CBAM has come under fire from European hydrogen industry groups opposing a proposed clause that could suspend
UPCOMING EVENTS
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Hydrogen Production

Canada hydrogen sector faces defining year as projects seek momentum

Levelized Cost of Hydrogen decides which projects survive

Without greater efficiency, green hydrogen will continue to struggle
Hydrogen Demand

European hydrogen shifts from ambition to delivery in 2026

UK hydrogen strategy needs a demand-first reset, not more supply






