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. […]
According to Westwood’s Hydrogen Compass (January 2026), the European hydrogen market is shifting from rapid ambition to more disciplined delivery. After several years of bold targets and project announcements, developers are now focusing on bankability, offtake security and regulatory clarity. Progress continues, but growth is increasingly selective. Westwood notes that offtake uncertainty remains a central […]
The European Commission has launched the next phase of its Hydrogen Market Mechanism, allowing European buyers to consult available supply offers for renewable and low-carbon hydrogen and hydrogen derivatives. The mechanism, hosted under the EU Energy and Raw Materials Platform, aims to improve market transparency and help match industrial off-takers with potential suppliers across Europe […]
The UK hydrogen strategy faces a necessary reset, with growing evidence that focusing on hydrogen demand — rather than headline production targets — will determine whether the sector delivers meaningful decarbonisation or costly missteps. As argued in a recent briefing by Green Alliance, the UK government’s forthcoming Hydrogen Strategy presents a timely opportunity to reset […]
Finland hydrogen development is gaining attention in Europe as low electricity prices, expanding renewable generation and nearby industrial demand improve the economics of hydrogen production, according to analysis published by Hydate. The article highlights Finland’s unusually low power prices by European standards, underpinned by growing wind generation and a stable power system. This creates favourable […]
India hydrogen ambitions are developing alongside a structurally growing LNG import portfolio, shaping longer-term signals for Europe’s gas market, according to analysis by Cedigaz. India is reinforcing its role as a long-term LNG growth market through a diversified portfolio built around Qatari long-term contracts, destination-flexible US supply and limited spot exposure used primarily for optionality. […]
Europe’s hydrogen market saw renewed policy activity in November, signalling a shift toward strengthening long-term offtake structures and improving revenue visibility for European hydrogen projects. While new EU and UK measures aim to accelerate market development, progress remains uneven, with project advances occurring alongside notable cancellations. Policy focus shifts toward offtake certainty Only around a […]