Hydrogen Market Intelligence & Reports

Middle East hydrogen ambitions face cost, infrastructure and offtake challenges

David Callanan
October 9, 2026

EU hydrogen strategy faces rethink as industrial realities challenge ambitious targets

David Callanan
October 9, 2026

Offshore hydrogen production in the North Seas faces economic and infrastructure challenges

David Callanan
October 9, 2026

PREMIUM CONTENT

Global energy transition: Highlight 5: mature and emerging energy technologies

Global energy transition outlook cuts hydrogen forecasts as economic pressures mount

October 9, 2026

The global energy transition continues to advance, but growing economic pressures, geopolitical uncertainty and uneven technology deployment are reshaping its long-term outlook. A new global energy forecast to 2060 examines developments across electricity, fossil fuels, renewable energy, hydrogen, industrial demand, energy security and decarbonisation. It finds that electrification and renewable technologies continue to expand rapidly, while emerging technologies face mounting […]

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Bar chart comparing Chinese provinces with mentions or explicit targets for clean transport, including hydrogen use, fuel-cell trucks and electric vehicles.

China hydrogen policy links production and infrastructure with industrial growth

October 2, 2026

China hydrogen policy under the 15th Five-Year Plan places greater emphasis on connecting clean-energy supply with industrial demand. Green hydrogen, ammonia and methanol production bases, pipeline development and storage form part of a broader push to integrate the energy system, while provincial implementation will shape how national ambitions translate into projects. Why we choose this report This paper examines hydrogen’s […]

Table comparing EU network development projects, showing 243 hydrogen projects in the draft 2026 plan, with 38% included in national plans.

Hydrogen infrastructure: gaps between EU and national network plans

October 2, 2026

Hydrogen infrastructure planning in Europe remains uneven, with only 38% of hydrogen projects in the draft EU-wide 2026 network development plan included in national plans. Emerging planning frameworks, differing methodologies and incomplete institutional arrangements highlight the need for stronger coordination across borders and between hydrogen, gas and electricity networks. Why we choose this report This regulatory review provides a concrete […]

Clean Hydrogen in the Making: Moving from MoUs to FIDs, with stylised molecular graphics.

Clean hydrogen: moving from project announcements to investment decisions

October 2, 2026

Clean hydrogen projects face a bankability challenge as attention shifts from announced capacity to financed and operating assets. Securing long-term offtake, reliable inputs and timely infrastructure requires coordinated commitments across the value chain, while gaps in development finance and uncertain policy can prevent credible projects from reaching final investment decisions. Why We Choose This Report This paper examines why clean […]