PREMIUM CONTENT

South Africa green hydrogen ambitions meet structural reality
South Africa green hydrogen ambitions are built on the country’s dominant position in platinum group metals, which are essential for electrolysers and fuel cells. The report argues that this resource advantage could anchor a competitive hydrogen industry and position South Africa as a major exporter to Europe and Asia. However, significant structural barriers remain, including electricity shortages, infrastructure gaps, financing […]
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Green hydrogen economy could reshape global industry and trade
The emergence of a global green hydrogen economy could trigger profound structural changes across industries, trade flows and regional development patterns. Regions with abundant renewable energy resources may gain competitive advantages as production shifts toward locations where low-cost green hydrogen can be produced. The study highlights how energy-intensive industries could relocate closer to renewable resources rather than relying on long-distance […]
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Baltic Sea hydrogen project seeks EU support for cross-border infrastructure
The Baltic Sea hydrogen initiative aims to unlock large-scale cross-border hydrogen transport across Northern and Central Europe by reducing investment risk and financing barriers. The project proposes EU-level tools to support hydrogen pipelines and infrastructure linking production hubs with industrial demand centres. By enabling shared financing mechanisms and coordinated regulation, the framework could accelerate deployment of hydrogen transport networks connecting […]
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Hydrogen Germany enters capital discipline phase
Hydrogen Germany is moving from strategic ambition to financial execution as projects face rising scrutiny over economics, demand certainty and risk allocation. Infrastructure deployment is advancing under regulated frameworks, but production costs remain high and dependent on electricity prices and policy support. Delays in final investment decisions and weaker-than-expected industrial demand highlight a widening gap between infrastructure rollout and confirmed […]
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MARKET INSIGHTS

Levelized Cost of Hydrogen decides which projects survive
Levelized Cost of Hydrogen will determine which green hydrogen projects survive, according to analysis by Carlos Bernuy-Lopez of Hydate. He

Without greater efficiency, green hydrogen will continue to struggle
New analysis from Hydate argues that the future of green hydrogen depends heavily on improving electrolyser efficiency, warning that without

Hydrogen investment rises on promise of low-cost natural hydrogen
New reporting from Argus says hydrogen investment is accelerating as developers target natural hydrogen, which could be produced at significantly
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Hydrogen Production
Hydrogen Demand

UK hydrogen strategy needs a demand-first reset, not more supply










