Hydrogen Market Intelligence & Reports

Hydrogen certification standards shape market access for hydrogen and PtX producers

David Callanan
November 5, 2026

Middle East hydrogen production could cost less with grid-connected electrolysis

David Callanan
November 5, 2026

Hydrogen storage in Germany could require €56 billion of investment by 2045

David Callanan
November 5, 2026

PREMIUM CONTENT

Hydrogen outlook chart comparing road energy demand by fuel in 2025 and 2035, including hydrogen and electricity.

Hydrogen outlook to 2060 gives hydrogen a supporting role in the energy transition

November 5, 2026

The hydrogen outlook in this presentation places hydrogen and derived fuels within a broader transition led by electrification, renewable power and energy efficiency. Three scenarios explore how different levels of policy ambition and international cooperation could reshape the global energy mix through 2060. Hydrogen features alongside biogas in a combined “green gases” category, which reaches 11%–30% of gas supply by […]

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RFNBO hydrogen value in German refinery route from 2025 to 2026

Germany hydrogen ambitions face slow project development despite new demand incentives

October 30, 2026

Germany hydrogen ambitions are facing a widening gap between policy targets and actual project development. New analysis finds that only around 1.2 GW of electrolysis capacity has reached a final investment decision, with almost 200 MW operational, leaving Germany well behind its 10 GW target for 2030. However, new renewable hydrogen quotas for transport are creating fresh demand. The 2030 […]

European hydrogen production costs by pathway in 2024, 2025 and 2026

Hydrogen infrastructure for data centres could unlock new demand across Europe

October 30, 2026

Hydrogen infrastructure for data centres could create an important new source of demand for clean hydrogen across Europe, as rapid growth in AI and digital infrastructure puts increasing pressure on electricity grids. A new report examines how hydrogen production, pipelines and storage could support reliable power supplies while creating opportunities for long-term hydrogen offtake agreements. The study maps hydrogen infrastructure […]

Green iron demand and supply gap in key Asian export markets by 2030

Australian green hydrogen could transform iron exports as China demand weakens

October 30, 2026

Australian green hydrogen could play a growing role in transforming the country’s iron ore industry as declining Chinese steel demand threatens its largest export market. New research examines how hydrogen-based ironmaking could help Australia shift from exporting raw iron ore towards higher-value green iron production. The report identifies potential export opportunities in India and Southeast Asia, alongside Japan and South […]