Chinese electrolysers are rapidly expanding their global footprint, driving a new phase of competition and cost reduction in hydrogen markets. The rapid rise of Chinese electrolysers is becoming a defining force in the global hydrogen market, reshaping supply dynamics and accelerating the path toward cost-competitive green hydrogen. Recent market activity shows a clear trend: Chinese […]
The global hydrogen market is expanding in terms of policy support and project pipelines, but real deployment remains limited. The latest Cedigaz assessment highlights a persistent gap between ambition and market reality, with low demand and weak project economics slowing the scale-up of low-emission hydrogen. Key highlights ~95 Mt global hydrogen demand, but low-emission hydrogen […]
The hydrogen project pipeline is becoming more selective, with this week’s HydrogenCalc update showing both contraction at the front end and progress in execution-stage projects. The latest weekly update from HydrogenCalc offers a revealing snapshot of how the global hydrogen market is evolving. Rather than showing broad-based expansion, the newest database changes point to a […]
In an analysis of the EU and UK market, Arup’s Brigitte Danks and James Dawkins highlight how the hydrogen sector is entering a more disciplined phase, with many hydrogen project developments delayed or cancelled as costs, infrastructure constraints and regulatory requirements weigh on delivery. While hydrogen remains essential for decarbonising hard-to-abate sectors and supporting energy […]
Green hydrogen cost can reach the levels the market needs if renewable electricity access and electrolyser performance improve together. Can we produce green hydrogen at the cost we need? Yes, we can! I have been carefully explaining the importance of LCOH and understanding how it is built. Thanks to this understanding, we can create scenarios […]
The hydrogen project pipeline showed renewed momentum this week, with 47 project changes recorded across key development stages. The latest weekly update from HydrogenCalc points to a hydrogen market that is still advancing, but with a sharper distinction emerging between announced ambition and projects making measurable progress. Across 47 tracked project changes in the week […]
The hydrogen project pipeline is showing clearer signs of discipline, with fewer projects advancing—but more meaningful progress where it counts. The latest update from HydrogenCalc’s project database highlights a market that is still moving forward—but with increasing selectivity. Across 13 project updates this week, the data shows a mixed but telling picture. While several projects […]
Green hydrogen cost is at the center of the energy transition debate, with China and Europe potentially holding the keys to breaking below €4/kg by 2030. The global hydrogen market remains overwhelmingly fossil-based, and China sits at the heart of this reality. Producing roughly 30–35 million tonnes of hydrogen annually, China is by far the […]
UK hydrogen projects are advancing, but key barriers are emerging that could delay investment decisions. Grid connection timelines remain uncertain, creating risks for project delivery and eligibility within support schemes. Delays and lack of visibility over connection dates are making it difficult for developers to commit to final investment decisions. At the same time, UK […]