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Hydrogen offtake agreements are key to the successful development of a hydrogen project. A bankable hydrogen project needs an offtake arrangement that balances the interests of suppliers, offtakers and investors. This briefing considers some key commercial and risk allocation issues parties may face in the negotiation of offtake agreements for low-carbon hydrogen. Source: Eversheds Sutherland
This briefing provides an analysis of the Saudi-European Green Hydrogen Agreement, a pivotal development at the crossroads of clean energy trade, global decarbonization, and cross-border energy diplomacy. The agreement marks a bold new chapter in international energy relations, with Saudi Arabia committing to supply green hydrogen to European markets in alignment with the EU’s climate-neutrality targets. Backed by strategic investment, […]
Southeast Asia’s steel sector can transition to low-carbon production through gradual investments in clean technologies, such as scrap-fed electric arc furnaces and hydrogen-based direct reduced iron. Compared to the current trajectory, this path would avoid 120 Mt CO₂ by 2040 and strengthen local industrial resilience while enhancing competitiveness against low-cost import and carbon border tariffs. Source: Agora
Investment in hydrogen projects requires careful financial risk assessment and de-risking strategies. Collaboration and knowledge sharing within the industry are essential for developing best practices and building expertise. By addressing these multifaceted challenges, the insurance sector can support the growth of the hydrogen economy and facilitate the global transition to net-zero emissions. Source: Allianz
As one of the cornerstone states underpinning India’s economic growth and sustainability drive, Maharashtra’s ambitions and actions are critical to the country’s future. In this direction, Maharashtra’s Green Hydrogen Policy 2023, with its target of establishing a production capacity of 500 kilotonnes/year in the state by 2030, marks a significant push towards building a green industrial economy. However, successful implementation […]
Given the long-term and capital-intensive nature of hydrogen networks, ACER outlines key principles for spreading cost recovery across time to ensure fairer tariff structures between early and future users, mitigate volume and financing risks for hydrogen network operators (HNOs), and maintain investor confidence. The document draws on stakeholder consultations, early national examples (e.g. Germany’s WANDA scheme), and evolving regulatory practices […]
In light of the realities of hydrogen fundamentals, hydrogen actors should manage their expectations for large-scale hy-drogen exports, especially seaborne hydrogen trade. While it is possible that clean hydrogen will be traded internationally in significant quantities in the medium-to-long-term future, most volumes will be consumed near the point of production due to the challenges of transporting hydrogen, especially over water. […]
Hydrogen is poised to become a cornerstone of Europe’s decarbonisation agenda, yet its market rollout is hindered by high production costs, uncertain demand, and infrastructure investment risks. Recognising these challenges, ACER’s Recommendation No 02/2025 provides foundational guidance on inter-temporal cost allocation (ITCA)—a tool that enables the deferral of hydrogen network cost recovery across time, ensuring fairer tariff structures for early […]
The European Commission has published the draft Terms and Conditions for the IF25 Hydrogen Auction. Draft T&Cs expand the scope of previous auctions to include support for electrolytic Low Carbon Hydrogen production, while previous auctions where focused on Renewable Hydrogen Source: European Commission