China hydrogen development is accelerating despite global uncertainty surrounding clean hydrogen projects, with the country expected to account for around 35% of global hydrogen production and demand growth by 2060. According to DNV, China’s long-term strategy is being driven less by export ambitions than by industrial decarbonization, energy security and the rapid expansion of domestic […]
The hydrogen market continues to show signs of commercial maturity as developers, investors and policymakers place greater emphasis on long-term demand, project bankability and investment discipline. This week’s developments highlight a sector that is moving beyond announcements and towards commercially viable projects, supported by stronger financing, improving production economics and continued government backing. One of […]
The hydrogen market is entering a more commercially mature phase as investment shifts from project announcements towards export capacity, infrastructure, manufacturing and emerging end-use sectors, according to the latest Hydrogen Market Watch published by HydrogenCalc. This week’s round-up suggests the industry’s next stage of growth will depend not only on expanding hydrogen production but also […]
Clean hydrogen demand will develop at different speeds across industries as sectors vary significantly in their willingness to pay for low-carbon hydrogen, writes Carlos Bernuy-Lopez in an analysis of the IEA’s Global Hydrogen Review 2026. The findings suggest that cost competitiveness alone will not determine the pace of adoption, with targeted policy support remaining essential […]
New analysis suggests the EU’s current renewable hydrogen targets under RED III could be met largely through existing refinery demand until around 2035. However, if more member states adopt the higher ambitions already announced by countries such as Germany and Spain, renewable hydrogen demand could increase by around 50% by 2035. In that scenario, wider […]
The latest HydrogenCalc market intelligence briefing suggests the global hydrogen sector is entering a more disciplined phase of development, with investors placing increasing emphasis on commercial viability rather than project ambition alone. While long-term confidence in hydrogen projects remains intact, developers are focusing more closely on project economics, customer demand and financial returns before committing […]
The hydrogen market is entering a new phase as attention shifts from expanding production capacity to creating sustainable commercial demand, transparent pricing and international trade. Recent developments across Europe, China, Australia and India highlight how the industry is laying the foundations for long-term market growth. This week’s market developments suggest that while investment in new […]
The global hydrogen market is becoming increasingly complex as governments and industry seek to identify the most competitive and sustainable supply chains. A new interactive modelling tool provides a practical way to compare production costs, delivered costs and greenhouse gas emissions across multiple countries and production pathways. As international hydrogen trade gathers pace, project developers, […]
China hydrogen market developments are often viewed through the lens of large-scale production projects, electrolysers and hydrogen infrastructure. However, recent commentary from industry observers suggests another trend may also be emerging: a growing focus on the products and technologies that could ultimately create hydrogen demand. Writing recently on China’s hydrogen sector, Jian Wu, founder and […]