The debate around green hydrogen cost often focuses on achieving a €2/kg benchmark, but this may not be necessary for competitiveness in many industrial applications. With grey hydrogen costs fluctuating between €2/kg and €4/kg due to natural gas price volatility, green hydrogen in the €3–4/kg range could already be viable when carbon pricing and energy […]
EU hydrogen policy is coming under growing pressure as several member states push for low-carbon hydrogen, including blue hydrogen, to count toward the EU’s Renewable Energy Directive (RED III) targets. Belgium, supported by France, Italy, Poland and several other countries, argues that the current rules — which prioritise renewable hydrogen — are difficult for countries […]
Germany’s Bundestag has approved the Hydrogen Acceleration Act, granting hydrogen infrastructure projects “overriding public interest” status until 2045. The legislation introduces simplified, digitalised and time-limited permitting procedures to accelerate planning, environmental approvals and judicial review. The move aims to reduce delays across the hydrogen value chain and provide greater investment certainty. The Hydrogen Acceleration Act […]
European electrolyser costs declined in 2025, with alkaline CAPEX at around €2,075/kW and PEM at roughly €2,196/kW, both down double digits compared with 2024. At the same time, European water electrolyser manufacturing capacity reached 13.1 GW per year and is expected to rise further by 2027. The latest data signals continued industrial scaling even as […]
Argus reports that CBAM has come under fire from European hydrogen industry groups opposing a proposed clause that could suspend key products from the mechanism. European clean hydrogen associations are urging lawmakers to reject a proposed clause that would allow temporary suspension of products such as fertilizers from the EU’s Carbon Border Adjustment Mechanism. Industry […]
Argus reports that Canada hydrogen sector stakeholders see 2026 as a make-or-break year for turning strategies and incentives into tangible project development. Canada’s hydrogen industry enters 2026 under pressure after project delays, cancellations and slower-than-expected demand growth, yet the country remains one of the world’s leading low-carbon hydrogen producers. Despite setbacks, it ranked as the […]
Levelized Cost of Hydrogen will determine which green hydrogen projects survive, according to analysis by Carlos Bernuy-Lopez of Hydate. He argues that electricity price, capacity factor and electrolyser efficiency are the biggest drivers of project economics, making access to low-cost renewable power and strong site conditions critical. He also notes that while CAPEX matters, it […]
New analysis from Hydate argues that the future of green hydrogen depends heavily on improving electrolyser efficiency, warning that without such gains, production costs are likely to remain too high for widespread commercial competitiveness. The article stresses that the decisive metric for developers is the Levelised Cost of Hydrogen (LCOH), which reflects both capital costs […]
New reporting from Argus says hydrogen investment is accelerating as developers target natural hydrogen, which could be produced at significantly lower costs than current methods. Speaking at the Hyvolution conference in Paris, industry panellists said established oil, gas and mining techniques could reduce technical risk and upfront spending, though the sector remains early-stage and uncertain. […]