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Hydrogen in Germany is developing far more slowly than national targets require, with the country’s 10 GW electrolyser objective for 2030 now considered unattainable. Only 193 MW was operating in April 2026, while projects reaching at least the FEED stage account for just 2.4 GW. Germany is therefore expected to meet between 50% and 70% of its future hydrogen demand […]

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Clean hydrogen investment has reached $130 billion across more than 570 committed projects worldwide. Operational capacity increased by 70% over the past year to approximately 1.7 million tonnes annually and could more than double again in 2027. China and Europe account for most of the recent growth, although uncertain demand continues to delay less-developed projects. Why we chose this report […]

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Green hydrogen capital costs could decline by between 55% and 60% by 2035, according to an assessment of large-scale Australian projects. Improved project delivery, modularisation, standardisation and technology development could drive much of the reduction. By 2050, capital costs for established electrolysis technologies could fall by as much as 80% compared with current estimates. Why we chose this report This […]

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European hydrogen infrastructure plans now encompass 244 projects with estimated investment costs of approximately €192 billion. However, only 14 projects have reached a final investment decision, underlining the considerable gap between Europe’s hydrogen ambitions and firm project commitments. Why we chose this report:  This report provides a comprehensive picture of planned European hydrogen transmission, storage, import and production infrastructure. Its […]

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Demand for hydrogen-based green steel is failing to provide the certainty required to support investment in new European production capacity. Although carmakers recognise its importance for long-term decarbonisation, commercial pressures, uncertain pricing and largely non-binding offtake commitments continue to hold back the market. Why we chose this report:  This report examines one of the most important potential sources of future […]

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Gulf hydrogen investment is becoming an important instrument of economic strategy and geopolitical influence. This report examines how sovereign wealth funds in Saudi Arabia, the UAE, Oman and Qatar are using capital, ownership and international partnerships to position their countries within an emerging global hydrogen economy. Through investments in production facilities, electrolyser manufacturers, national energy champions and prospective export supply […]

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Nuclear hydrogen could provide continuous, large-scale production of low-carbon hydrogen using both electricity and heat from nuclear reactors. This comprehensive report assesses the available production technologies, existing demonstration projects, safety and regulatory requirements, commercial viability and potential integration with conventional reactors and small modular reactors. It finds that alkaline electrolysis connected to existing reactors is currently the most mature option, […]

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Europe’s plans for around 23,000 km of hydrogen pipelines would require an unprecedented transformation of infrastructure originally designed for natural gas. This report examines whether existing gas pipelines, compressors and storage facilities can be repurposed reliably for large-scale hydrogen transport. It highlights challenges including hydrogen embrittlement, greater compression requirements, contamination and quality control, limited geological storage capacity and hydrogen’s substantially […]

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Hydrogen in steel production can support decarbonization both as a reducing gas in ironmaking and as a fuel for heating and other industrial processes. This presentation reviews operating trials, commercial applications and the economics of hydrogen-based steelmaking, concluding that the technology itself is not the principal obstacle. Instead, deployment is being constrained by hydrogen costs, electricity prices, infrastructure delays and […]

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