Daily updates from the global hydrogen economy. Curated for project developers and operators.
Latest Stories
11 May 2026
The third European Hydrogen Bank auction selected nine projects from 58 bids, allocating roughly €1.09 billion for almost 1.1 GW of electrolyser capacity and more than 1.3 million tonnes of RFNBO and low-carbon electrolytic hydrogen over ten years. Winning premiums ranged from €0.44/kg to €3.49/kg, exposing a wide spread between core industrial hydrogen and maritime or aviation-linked supply.
Read more →The auction portfolio includes projects in Greece, Spain, Denmark, Austria, Finland, Germany and Norway. Finland’s 500 MW Cloudberry project posted the lowest reported bid at €0.44/kg, while Denmark secured two large RFNBO projects and Norway won two higher-premium projects focused on maritime and aviation offtake.
Read more →MorGen Energy’s Njordkraft project in Esbjerg secured conditional European Hydrogen Bank support for a 300 MW green hydrogen development intended to connect into the emerging Danish-German hydrogen corridor. The project underlines how pipeline access and German demand signals are beginning to shape the geography of bankable Nordic hydrogen schemes.
Read more →Germany’s H2CAST project has completed the transfer of roughly 90 tonnes of hydrogen into salt caverns at Etzel, equivalent to around one million standard cubic metres. The milestone matters because large-scale storage is the missing flexibility layer between variable renewable power, electrolyser utilisation and reliable industrial hydrogen supply.
Read more →Alongside the EU-level auction, Germany and Spain are using the Auctions-as-a-Service mechanism to support further domestic and cross-border projects. Germany is providing up to €1.3 billion for RFNBO hydrogen linked to the Danish-German pipeline and German offtakers, while Spain has allocated €440 million across RFNBO and maritime or aviation-linked categories.
Read more →2 April 2026
The European Union has approved a €6 billion Italian state aid scheme to support the annual production of 200,000 tonnes of renewable hydrogen for transport and industrial sectors until 2029. Support is structured through two-way contracts for difference, ensuring revenue stability for hydrogen producers and bridging the cost gap with conventional fossil hydrogen — one of the largest national hydrogen aid packages approved by the European Commission to date.
Read more →Westport Fuel Systems’ joint venture Cespira has commenced on-road testing of its hydrogen High Pressure Direct Injection (HPDI™) fuel system in Volvo heavy-duty trucks, targeting commercial launch before 2030. The system delivers diesel-comparable power and efficiency with near-100% CO&sub2; reductions, building on a proven platform already deployed in over 10,000 LNG-fuelled Volvo trucks worldwide.
Read more →Industry analysis declares 2026 the defining pivot for the clean hydrogen sector — from speculative project announcements to demand-linked, bankable developments with committed offtake customers before FID. The shift mirrors the early commercial evolution of offshore wind, and analysts see this as a necessary market correction separating viable commercial projects from announcement-stage entries that will ultimately improve financing conditions sector-wide.
Read more →Researchers have developed a composite photocatalytic material combining titanium dioxide and carbon nitride that achieves a hydrogen evolution rate of 1.98 mmol g⁻¹ h⁻¹ — nearly double conventional methods — while simultaneously degrading 98.2% of amoxicillin in wastewater within 90 minutes. The dual functionality offers a pathway to co-locate green hydrogen production with industrial wastewater treatment, creating a resource-efficient production model, though scale-up to commercially relevant volumes remains the next critical hurdle.
Read more →The European Commission has approved France’s state aid scheme to support up to 1 GW of hydrogen electrolysis capacity through long-term fixed premium payments over 15 years, covering both renewable and nuclear-powered low-carbon hydrogen. The first competitive tender round targets 200 MW backed by approximately €797 million, with hydrogen output reserved for direct industrial use in hard-to-abate sectors under France’s 2030 industrial plan.
Read more →A new IEA commentary identifies targeted demand-side support mechanisms and co-ordinated infrastructure investment as the two most critical interventions needed to translate the global hydrogen project pipeline into actual production capacity. While over 500 projects have passed FID globally and investment grew 80% year-on-year in 2025, the IEA warns deployment remains well below Net Zero Emissions scenario requirements without stronger offtaker signals and backbone network co-ordination.
Read more →New analysis projects total global hydrogen production investment will reach approximately $30 billion by end of 2026 — a tripling from 2023 levels — driven by European and Asian policy commitments, declining electrolyser costs, and a growing cohort of projects moving from development to construction. Analysts characterise 2026 as the first year where hydrogen investment decisions are increasingly guided by commercial fundamentals: offtake certainty, LCOH trajectories, and bankability.
Read more →Anion Exchange Membrane (AEM) electrolysis technology has entered commercial-scale production in 2026, offering a pathway to reduce electrolyser CAPEX by up to 40% by 2028 by eliminating expensive platinum-group metal catalysts required by conventional PEM systems. AEM combines the lower material costs of alkaline systems with the high current density and compact form factor of PEM electrolysers, opening a new cost optimisation route for green hydrogen production at industrial scale.
Read more →29 March 2026
A compressed hydrogen explosion at an industrial truck storage yard in Colton, California in late February 2026 triggered a cascading failure of the state’s gaseous hydrogen supply chain, leaving over 60% of retail stations offline as of late March. The crisis has stranded thousands of FCEV owners unable to refuel and reignited debate about hydrogen infrastructure fragility — with analysts calling for diversified hydrogen supply and storage to avoid single-point-of-failure risks.
Read more →28 March 2026
New market research projects the global green hydrogen market will grow from $11.4 billion in 2025 to $173.5 billion by 2035, a CAGR of approximately 31%, driven by decarbonisation commitments, declining renewable energy costs, and rapid improvements in electrolyser technology. Asia-Pacific is forecast to be the fastest-growing market as China, Japan, South Korea, and India accelerate domestic production and export infrastructure, with ammonia, methanol, and SAF derivatives underpinning the growth trajectory.
Read more →The IEA’s flagship Energy Technology Perspectives 2026 report asserts that low-emissions hydrogen is a durable pillar of the energy transition, with global investment reaching $8 billion in 2025 — an 80% year-on-year increase. Global electrolyser capacity is projected to reach 26 GW by 2030 based on final investment decisions, potentially expanding to 65 GW including likely plants. The IEA calls for targeted demand-side support and infrastructure investment to close the gap to net-zero targets.
Read more →The global clean hydrogen project pipeline has exceeded 1,500 projects representing over half a terawatt of planned electrolyser capacity. Despite this ambition, only approximately 2% of planned capacity is currently operational, with demand uncertainty and financing constraints continuing to separate pipeline announcements from projects that reach construction. Analysts project total capacity could reach 82.3 MTPA by 2030 if the full pipeline materialises.
Read more →Japan has launched its first commercial hydrogen co-firing engine capable of generating electricity using a fuel blend containing up to 30% hydrogen, marking a significant step in decarbonising thermal power generation without stranding existing infrastructure. Plans to progressively increase the hydrogen share target 100% hydrogen combustion in gas turbines by the early 2030s — a core pillar of Japan’s strategy to reduce power sector emissions while maintaining grid stability.
Read more →The global PEM hydrogen electrolyser market is forecast to reach $480 million in 2026, growing to $1.2 billion by 2034 at a CAGR of 12.3%, driven by falling stack costs and expanding clean hydrogen policy support. The broader electrolyser market across all technologies is projected to grow from $8.8 billion in 2026 to $77 billion by 2036, with Europe leading at 38% market share as China rapidly closes the gap.
Read more →27 March 2026
India’s National Green Hydrogen Mission is accelerating, with the government awarding production incentives to 18 companies targeting a combined 862,000 tonnes per annum of green hydrogen output, alongside manufacturing incentives for 15 electrolyser companies targeting 3 GW per year of domestic capacity. The mission covers demand aggregation for green ammonia and green hydrogen in fertiliser and refinery sectors, plus pilots in steel decarbonisation and hydrogen-fuelled vehicles.
Read more →The H2CAST Etzel pilot project in Germany has successfully injected approximately 90 tonnes of hydrogen into two underground salt caverns, demonstrating the feasibility of large-scale geological hydrogen storage at a commercially relevant scale. The milestone at EWE’s Etzel cavern site in Lower Saxony proves that existing natural gas storage infrastructure can be adapted for hydrogen — a critical finding for seasonal storage development across Germany and Europe.
Read more →The Clean Hydrogen Partnership has opened its 2026 Call for Proposals under the Horizon Europe programme, making €105 million available for advanced hydrogen research, innovation, and demonstration projects across production, distribution, storage, and end-use applications. Priority areas include next-generation electrolyser technologies, hydrogen safety and infrastructure, and large-scale industrial demonstrations in hard-to-abate sectors.
Read more →Bosch has launched a dedicated hydrogen electrolyser research facility in Michigan, focused on advancing next-generation electrolyser technology for mobility applications including fuel cell vehicle infrastructure and heavy-duty transport. The facility will develop advanced stack components, membrane electrode assemblies, and balance-of-plant systems — reflecting growing strategic interest from major tier-1 automotive suppliers in capturing value across the hydrogen value chain.
Read more →Canadian electrolyser manufacturer Next Hydrogen has secured an agreement to supply advanced alkaline electrolysers for a nuclear energy-integrated hydrogen production project, leveraging low-carbon baseload nuclear power to achieve high electrolyser utilisation rates and competitive LCOH. The nuclear-to-hydrogen pathway is gaining renewed attention as a route to 24/7 zero-carbon hydrogen production that avoids intermittency challenges of renewable-only electrolysis.
Read more →A proposed US Senate bill would terminate the Section 45V hydrogen production tax credit as of January 1, 2026 rather than its scheduled 2033 expiry — a severe blow to the clean hydrogen industry if passed. Only facilities that began construction before December 31 would qualify, triggering an emergency lobbying campaign from the clean hydrogen sector to preserve the credit the DOE estimates could catalyse $85 billion in investment.
Read more →New analysis finds global low-carbon hydrogen capacity could reach 82.3 million metric tonnes per annum by 2030 — but only ~2% is currently operational. A persistent gap between announced ambition and projects at FID or under construction remains, with demand uncertainty and financing costs the main barriers. The foundational infrastructure for a global hydrogen economy is being established despite constraints.
Read more →NeuEN Green Energy (BPCL-Sembcorp JV) has signed a long-term agreement to supply 10,000 tonnes per annum of green hydrogen to Numaligarh Refinery in Assam, commercial operations targeted for 2028. One of India’s largest contracted green hydrogen supply agreements to date — signalling growing industrial offtake confidence under the National Green Hydrogen Mission.
Read more →The European Commission has approved a €144 million French state aid measure to support HyforSeeds (Hynamics subsidiary) constructing a 50 MW green and low-carbon hydrogen unit at LAT Nitrogen’s fertilizer site in France. Emissions fall at least 70% versus fossil-based hydrogen, directly decarbonising one of Europe’s most emissions-intensive sectors under France’s 2030 industrial plan.
Read more →India has commissioned its first biomass-linked green hydrogen production facility under the National Green Hydrogen Mission — established by JSW New Energy at the Vijayanagar Steel complex with a 3,600 TPA capacity. Uses biomass gasification rather than electrolysis, demonstrating a non-electrolysis production pathway and a scalable decarbonisation model for steelworks.
Read more →Honda and General Motors will wind down their joint hydrogen fuel cell development venture by end of 2026, citing lack of government incentives, insufficient refuelling infrastructure, and challenges achieving mainstream adoption for light-duty FCEVs. The exit of two major automakers is expected to accelerate industry focus towards heavy-duty transport, where fuel cells retain stronger competitive positioning against batteries.
Read more →Topsoe has terminated its supply agreements with First Ammonia for a planned Texas green ammonia project after the customer missed key development milestones — part of a wider pattern of project rationalisation as developers reassess LCOH and offtake viability. The decision coincides with Topsoe reviewing its SOEC technology scale-up timeline as order books tighten and financing timelines extend.
Read more →26 March 2026
Trafigura’s MorGen Energy has approved the Final Investment Decision for a 20 MW green hydrogen production facility in Milford Haven, Wales — the first UK Hydrogen Allocation Round (HAR1) project to reach FID. The plant will produce approximately 2,000 tonnes per annum using ITM Power electrolysers, backed by 15 years of revenue support under the UK Hydrogen Production Business Model and project financing from Lloyds and Société Générale, with commissioning targeted for early 2028.
Read more →The German government adopted a legal amendment on March 26, 2026 implementing EU gas and hydrogen market directives into national law, establishing a comprehensive framework covering market design, infrastructure regulation, certification, network operator unbundling, and labelling of renewable and low-carbon gases. The legislation provides the regulatory certainty developers of German H2 infrastructure have been waiting for before committing capital.
Read more →More than 500 low-carbon hydrogen projects worldwide have passed final investment decision, are under construction, or have begun operations, attracting over USD 110 billion in committed investment — yet the IEA warns that capacity additions remain well below levels needed to meet its Net Zero Emissions scenario. Global clean hydrogen production is forecast to reach just 1.8 million tonnes per annum in 2026, less than 2% of current fossil-based hydrogen use.
Read more →Hydrogen has been elevated to a central strategic priority in China’s 15th Five-Year Plan (2026–2030), with Beijing launching a new capital expenditure subsidy scheme covering up to 20% of project investment for green hydrogen, e-fuels, carbon capture utilisation and storage, and related infrastructure. With Chinese electrolyser manufacturers already exporting globally and stack prices falling sharply, the Plan commitments are expected to reinforce China’s dominance in global electrolyser supply chains through the decade.
Read more →Curated hydrogen industry news, delivered every morning to your inbox.
No spam. Unsubscribe anytime. See our privacy policy.