Hydrogen Market Intelligence & Reports

US ammonia imports could undercut European production

Editor
August 18, 2026

MENA green hydrogen could unlock a competitive green fertiliser industry

Editor
August 18, 2026

EU hydrogen policy needs a reset to unlock investment

Editor
August 18, 2026

PREMIUM CONTENT

Polish hydrogen refinery demand across EU27 end-use sectors from 2022 to 2024

Polish hydrogen strategy puts refineries at the centre of market growth

August 18, 2026

Polish hydrogen development could demonstrate how existing refinery demand can help unlock Europe’s renewable hydrogen market, providing the large-scale, stable offtake needed to make new projects bankable. ORLEN’s strategy illustrates the approach, with 200 MW of electrolysers planned in Gdańsk specifically to supply renewable hydrogen for refinery processes. The wider argument is that hydrogen markets are more likely to scale […]

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Clean hydrogen electrolyser market share decline among China’s top three manufacturers

Clean hydrogen moves from hype to commercial reality

August 11, 2026

Clean hydrogen is entering a more demanding phase as attention shifts from ambitious targets and project announcements towards commercially viable demand, financing and project execution. This wide-ranging assessment examines the emerging hydrogen value chain, including electrolysers, infrastructure and storage, ammonia and steel, regulation, international trade and the growing importance of bankable offtake. The next stage will depend on whether individual […]

Renewable hydrogen China pathway for decarbonising ammonia and methanol production

Renewable hydrogen in China could transform the chemical sector

August 11, 2026

Renewable hydrogen in China could play a major role in decarbonising the country’s vast chemical sector, replacing fossil-based hydrogen in the production of ammonia, methanol and other chemical products. This technical assessment examines the emissions-reduction potential and economics of the transition, including hydrogen production costs, green ammonia and methanol, regional projects and policy support. The analysis explores what would determine […]

Hydrogen contracts CfD commitments and ammonia strike price outlook for EU imports

Hydrogen contracts could unlock large-scale EU imports

August 11, 2026

Hydrogen contracts need greater price and revenue certainty if Europe is to secure large-scale renewable hydrogen imports. This briefing examines how a two-sided Contract for Difference mechanism could support long-term hydrogen and ammonia contracts, reduce financing costs and help major international supply projects reach financial close. The proposed mechanism would settle the difference between a fixed strike price and a […]