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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. […]
This report counts $110 bn committed across ~510 clean-hydrogen projects, with ~1 mtpa already online and a feasible 9–14 mtpa by 2030—if projects lock in offtake. Demand is now the bottleneck: only ~3.6 mtpa of binding offtake exists (mostly ammonia and refining), so delivery depends on demand-side policy follow-through in the EU, US, Japan and Korea. Regionally, China leads renewable […]
This study maps how Mongolia could start using hydrogen, setting priorities against today’s coal-dominant energy mix (≈83% coal in 2020). It assesses carrier options—ammonia and LOHC —including practical containerized logistics and potential rail links for cross-border movement. On the demand side, it reviews early applications from power co-firing and industrial heat to mobility/fuel cells and basic chemicals, outlining staged timelines […]
Biohydrogen is moving from slides to sites: six real projects turn biomass or ethanol into clean H2 with round-the-clock output—and some even lock carbon away as a solid by-product. Bottom line: bio-based routes can deliver reliable, lower-carbon hydrogen now—not 2035—using proven kit and creating saleable co-products. What’s new: practical pathways—biomass gasification, ethanol reforming, methane splitting—show cost-competitive H₂ that can bolt […]
Many hydrogen (and ammonia/e-fuels) projects stalled or canceled due to high costs, financing gaps, and weak offtaker commitments. Japan’s policy toolkit centers on Long-Term Decarbonization Power Source Auctions, a contract-for-difference scheme for low-carbon H2, and hub/FEED support— with proposal selections slated before end-FY2025. Because hydrogen is expensive to move, the study pushes cost-downs across carriers, greater Japanese equity along the […]
Hydrogen offtake agreements are foundational to the development of the clean hydrogen economy. By securing long-term commitments, they enable capital-intensive projects and support market growth. While most contracting activity remains at a nascent stage, the emergence of binding contracts signals growing maturity and investor confidence. The contracting process is inherently complex, shaped by the early development of clean hydrogen markets […]
As of June 2024, 61 national hydrogen strategies have been published, revealing diverse ambitions for future trade. However, progress on firm projects has been slow. Most countries aim to become hydrogen exporters, with only 12 planning to import, primarily in Asia and Europe. Key exporters include fossil fuel-rich nations transitioning to hydrogen, while new entrants focus on leveraging renewable energy […]
This policy brief examines the outlook for hydrogen-based power generation in Southeast Asia, from co-firing to dedicated 100 percent hydrogen or ammonia plants. It finds that renewable hydrogen could play a valuable role in providing seasonal storage and meeting peak demand, when electricity is scarce and most valuable. At the same time, it notes that using hydrogen or ammonia in […]
India aims to produce 5 MMT of Green Hydrogen annually by 2030, backed by INR19,744 crore investment, with prices expected to fall to INR260-310/kg, boosting industrial use and exports. Sectoral demand projected to surge, led by aviation and steel; strong export potential to EU, Japan and South Korea. India is uniquely positioned to become a global leader in the production, […]