Hydrogen Market Intelligence & Reports

Germany hydrogen ambitions face slow project development despite new demand incentives

David Callanan
October 30, 2026

Hydrogen infrastructure for data centres could unlock new demand across Europe

David Callanan
October 30, 2026

Australian green hydrogen could transform iron exports as China demand weakens

David Callanan
October 30, 2026

PREMIUM CONTENT

EU hydrogen infrastructure financing model for cross-border networks

European hydrogen infrastructure needs new EU financing mechanisms to unlock investment

October 30, 2026

European hydrogen infrastructure faces significant financing challenges as developers seek to build cross-border pipeline networks before sufficient hydrogen demand and transport revenues are established. A new regulatory white paper proposes EU-level financial guarantees and temporary revenue support to reduce investment risks and accelerate the development of Europe’s hydrogen transport network. The study examines how a European amortisation account, coordinated tariff […]

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India green hydrogen investment commitments by Reliance, NTPC and Adani

India green hydrogen market faces cost and investment challenges despite ambitious growth targets

October 30, 2026

The India green hydrogen market faces significant challenges as the country seeks to develop a competitive hydrogen industry while reducing emissions across steel, refining, fertilisers and other energy-intensive sectors. Green hydrogen production currently costs approximately 2–2.5 times more than conventional hydrogen, while project execution continues to lag behind government targets and corporate investment announcements. The analysis examines India’s target of […]

Green hydrogen certification — digital MRV architecture

Green hydrogen certification faces new challenges as hourly electricity matching approaches

October 23, 2026

Green hydrogen certification is becoming increasingly complex as regulators tighten requirements for matching renewable electricity supply with hydrogen production. This report examines digital monitoring, reporting and verification (MRV) systems across the EU, US and UK, exploring how automated data collection, emissions tracking and interoperable registries could support compliance with evolving certification rules. Why we chose this report: With hourly electricity […]

European hydrogen infrastructure — Hydrogen infrastructure investment decision framework

European hydrogen infrastructure faces investment dilemma as demand remains uncertain

October 23, 2026

European hydrogen infrastructure development faces a fundamental challenge: investors need credible demand before committing capital, while hydrogen producers and industrial consumers depend on infrastructure being available before making their own investments. With only 9% of the more than 40,000 kilometres of hydrogen pipelines announced globally for 2035 operational or backed by committed investment, the gap between ambition and delivery remains […]