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China hydrogen is scaling at unprecedented pace

Hydrogen market weekly: China, financing and offtake deals in focus

Hydrogen market enters new phase as exports, infrastructure and demand gather pace
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Chart shows Total Dutch ETS industry and waste emissions from 1990 to 2050 in Mt CO2. Historical emissions begin ~65 Mt in 1990, decline with fluctuations to ~45 Mt by 2020, then project a steep, near-zero decline toward 0–5 Mt by 2040–2050. An orange solid line tracks historical data; a dashed orange line represents projected reductions. A vertical arrow emphasizes a -59 (-90%) reduction by 2050. The chart also marks average 2020–24 levels and projected values for 2040, 2045 and 2050, with notes about data availability from 2013 onward.

Blue hydrogen expected to dominate Dutch industrial decarbonisation pathway

July 21, 2026

Blue hydrogen could play the leading role in decarbonising Dutch heavy industry over the next 15 years, with a new analysis concluding that CCS-linked hydrogen production delivers the largest emissions reductions while electrification and biomethane provide complementary solutions. The cost-optimised pathway indicates that carbon capture and storage could deliver around 21 Mt of annual emissions reductions by 2040, with approximately 18 […]

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China hydrogen production projects by status and planned online year

China hydrogen transition: New research examines hydrogen’s role in decarbonising the world’s largest emitter

July 21, 2026

China hydrogen strategies will play a decisive role in the global energy transition, with new research examining how hydrogen could support decarbonisation across heavy industry, transport and energy systems. Drawing on scenario analysis, demand modelling, supply optimisation and policy evaluation, the study concludes that hydrogen will be essential for hard-to-abate sectors, but that supportive policy frameworks and continued cost reductions will […]

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Hydrogen demand by sector in Europe under NT+ and EC IA scenarios to 2050

Hydrogen demand expected to rise sharply under Europe’s latest energy infrastructure scenarios

July 21, 2026

Hydrogen demand is expected to increase significantly across industry, transport and e-fuels under Europe’s latest long-term energy infrastructure scenarios. The analysis, which examines the future evolution of electricity, methane and hydrogen systems, points to a growing role for hydrogen as a key energy carrier supporting industrial decarbonisation, system flexibility and the production of e-fuels. Industrial applications are projected to remain a […]

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EU ETS reform and free allocation in CBAM and non-CBAM sectors from 2025 to 2040

EU ETS reform aims to unlock hydrogen investment across European industry

July 21, 2026

EU ETS reform proposals could strengthen investment signals for hydrogen and other industrial decarbonisation technologies by linking carbon pricing more closely to clean investment across European industry, according to a new policy briefing examining design options for the 2026 review of the EU Emissions Trading System. The briefing argues that EU ETS reform has important implications for the hydrogen sector. It highlights that 109 […]

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