Hydrogen Market Intelligence & Reports

China hydrogen policy links production and infrastructure with industrial growth

David Callanan
October 2, 2026

Hydrogen infrastructure: gaps between EU and national network plans

David Callanan
October 2, 2026

Clean hydrogen: moving from project announcements to investment decisions

David Callanan
October 2, 2026

PREMIUM CONTENT

Hydrogen in Germany electrolyser projects by implementation stage and secured funding through 2036

Hydrogen in Germany faces widening gap between targets and delivery

September 11, 2026

Hydrogen in Germany is developing far more slowly than national targets require, with the country’s 10 GW electrolyser objective for 2030 now considered unattainable. Only 193 MW was operating in April 2026, while projects reaching at least the FEED stage account for just 2.4 GW. Germany is therefore expected to meet between 50% and 70% of its future hydrogen demand […]

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Clean hydrogen investment rises to 0 billion across 6.9 Mtpa of committed capacity

Clean hydrogen investment reaches $130 billion worldwide

September 11, 2026

Clean hydrogen investment has reached $130 billion across more than 570 committed projects worldwide. Operational capacity increased by 70% over the past year to approximately 1.7 million tonnes annually and could more than double again in 2027. China and Europe account for most of the recent growth, although uncertain demand continues to delay less-developed projects. Why we chose this report […]

Green hydrogen capital costs projected to fall across AWE, PEM and SOEC electrolysers by 2035 and 2050

Green hydrogen capital costs could fall 60% by 2035

September 11, 2026

Green hydrogen capital costs could decline by between 55% and 60% by 2035, according to an assessment of large-scale Australian projects. Improved project delivery, modularisation, standardisation and technology development could drive much of the reduction. By 2050, capital costs for established electrolysis technologies could fall by as much as 80% compared with current estimates. Why we chose this report This […]

European hydrogen infrastructure project timelines from feasibility to construction

European hydrogen infrastructure pipeline reaches €192 billion

September 5, 2026

European hydrogen infrastructure plans now encompass 244 projects with estimated investment costs of approximately €192 billion. However, only 14 projects have reached a final investment decision, underlining the considerable gap between Europe’s hydrogen ambitions and firm project commitments. Why we chose this report: This report provides a comprehensive picture of planned European hydrogen transmission, storage, import and production infrastructure. Its […]