Global hydrogen update: need to lock in offtake agreements
September 11, 2025
Treat hydrogen and hydrogen derivatives as a policy-led, targeted growth story through the late 2020s: volumes will build, but not fast enough to reshape gas balances before 2030; winners will be where infrastructure + long-term offtake line up early (notably parts of Europe). This is one of the main points for the IGU annual Global Gas Report released this week. […]
