Ammonia leads, methanol follows: the hydrogen derivatives outlook
September 11, 2025
This report counts $110 bn committed across ~510 clean-hydrogen projects, with ~1 mtpa already online and a feasible 9–14 mtpa by 2030—if projects lock in offtake. Demand is now the bottleneck: only ~3.6 mtpa of binding offtake exists (mostly ammonia and refining), so delivery depends on demand-side policy follow-through in the EU, US, Japan and Korea. Regionally, China leads renewable […]
