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EU water electrolysis capacity growth chart showing projected hydrogen production expansion to 2025

EU water electrolysis outlook shows stronger manufacturing growth despite cost and competitiveness pressures

EU water electrolysis is expanding, with manufacturing capacity rising and large projects moving forward across the region. But higher project costs, raw material dependence and stronger Chinese competition are creating fresh pressure on Europe’s hydrogen market outlook. EU water electrolysis is moving into a more industrial phase, with cumulative electrolysis capacity expected to reach between 514 MWel and 800 MWel […]

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World map showing natural hydrogen occurrences with blue dots; legend lists hydrogen percentage and occurrence points across continents, scale bar and north arrow present.

Geologic hydrogen gains momentum as Saudi Arabia assesses natural resource potential

Geologic hydrogen is emerging as a potentially low-cost clean energy resource as exploration accelerates worldwide and new discoveries reshape hydrogen market expectations. The report highlights Saudi Arabia’s geological potential, cost outlook and policy options for turning geologic hydrogen into a future energy opportunity. Geologic hydrogen is moving from scientific curiosity to a serious energy prospect as discoveries in Mali, France, […]

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Stacked area chart showing projected ammonia demand to 2050 under the 1.5°C scenario, by fertiliser applications, other existing users, shipping, hydrogen carrier, and Japan power generation.

Blue ammonia scales up as low-carbon fuel demand grows in shipping and power

Blue ammonia is emerging as a scalable low-carbon fuel for shipping, power generation and hydrogen transport, supported by rising demand and expanding infrastructure. New production pathways with high CO2 capture and large single-train capacity are positioning blue ammonia as a practical transition fuel for hard-to-abate sectors. Blue ammonia is gaining momentum as a low-carbon fuel solution for sectors that are […]

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Henry Hub and TTF gas price comparison with LNG delivery cost floors showing volatility in global gas markets

Hydrogen competitiveness debate intensifies as gas market volatility reshapes energy transition outlook

Hydrogen competitiveness is being reassessed as volatile gas markets and geopolitical shocks reshape energy economics. Analysts argue hydrogen’s role in the energy transition depends less on direct cost parity with gas and more on system value, resilience, and long-term decarbonisation strategy. Hydrogen competitiveness is emerging as a more complex issue than simple cost comparisons with natural gas, particularly in the […]

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