Hydrogen Market Intelligence & Reports

Hydrogen in Germany faces widening gap between targets and delivery

David Callanan
September 11, 2026

Clean hydrogen investment reaches $130 billion worldwide

David Callanan
September 11, 2026

Green hydrogen capital costs could fall 60% by 2035

David Callanan
September 11, 2026

PREMIUM CONTENT

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 […]

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Hydrogen-based green steel demand under EU ETS and CBAM transition

Why demand for hydrogen-based green steel is failing to scale

September 5, 2026

Demand for hydrogen-based green steel is failing to provide the certainty required to support investment in new European production capacity. Although carmakers recognise its importance for long-term decarbonisation, commercial pressures, uncertain pricing and largely non-binding offtake commitments continue to hold back the market. Why we chose this report: This report examines one of the most important potential sources of future […]

Gulf hydrogen investment compared with committed hydrogen investment across global regions

Gulf hydrogen investment strategies and the reordering of global energy power

August 28, 2026

Gulf hydrogen investment is becoming an important instrument of economic strategy and geopolitical influence. This report examines how sovereign wealth funds in Saudi Arabia, the UAE, Oman and Qatar are using capital, ownership and international partnerships to position their countries within an emerging global hydrogen economy. Through investments in production facilities, electrolyser manufacturers, national energy champions and prospective export supply […]

Nuclear hydrogen policy approaches across major global hydrogen markets

Can nuclear hydrogen move beyond demonstration?

August 28, 2026

Nuclear hydrogen could provide continuous, large-scale production of low-carbon hydrogen using both electricity and heat from nuclear reactors. This comprehensive report assesses the available production technologies, existing demonstration projects, safety and regulatory requirements, commercial viability and potential integration with conventional reactors and small modular reactors. It finds that alkaline electrolysis connected to existing reactors is currently the most mature option, […]