European hydrogen project pipeline accelerates across key markets
November 20, 2025
With COP30 opening in Brazil, the hydrogen sector arrives at the summit in a subdued mood. Fewer-than-expected FIDs, policy uncertainty and slow offtake formation have all weighed on 2025 progress.
Industry figures say this reflects a natural “maturation phase”, with only the strongest business cases advancing. But COP30 still offers a platform to push practical mechanisms — from CfDs to national mandates and demand-aggregation schemes — that could unblock stalled projects.
Brazil, the host, has promoted hydrogen as part of its clean-industrialisation strategy and launched several funding partnerships.
Yet none of its projects have reached FID, and momentum across emerging economies has cooled.
Even so, discussions on renewable power expansion and global carbon-market integration could indirectly support hydrogen and its derivatives, offering the sector a chance to regain direction.
Source: Pamela Machado, Argus
