Global Scans · Hydrogen · Weekly Summary

• [New] The rapid expansion of green hydrogen infrastructure represents one of the most significant growth opportunities for Platinum Group Metals between 2026 and 2033. Persistence Market Research
• [New] Hydrogen-related demand is projected to double annually through 2025, and the World Platinum Investment Council estimates that hydrogen applications could account for 11% of total platinum demand by 2030. Persistence Market Research
• [New] Fastest Growing Segment: Renewable Energy and Hydrogen (Energy end-use) is the fastest-growing segment, projected to expand at a 9.5% CAGR through 2030, with the World Platinum Investment Council estimating hydrogen applications could absorb 11% of annual platinum demand by 2030. Persistence Market Research
• [New] Ultimately, the long-term success of green hydrogen will depend not only on technological innovation but also on the strength and resilience of its global supply chains. The Leading Solar Magazine In India
• [New] Green hydrogen could supply up to 12% of global energy demand by 2050. LinkedIn
• [New] From 2025 to 2050, even under the most favourable scenarios, global hydrogen production is likely unsustainable, confirming previous findings. Nature
• [New] The Spherical Tokamak for Energy Production (STEP) plant will use magnetic confinement fusion, in which two forms of hydrogen are heated to extreme temperatures and fused to create helium and release energy. Nottinghamshire Live
• [New] Saudi Arabia, having set its net-zero target for 2060, has been heavily investing in the renewable energy sector, and with the world's largest green hydrogen plant, located in Neom, set to become fully operational in 2027. ArabNews
• [New] Policy tailwinds: The combination of European green hydrogen mandates and US incentives creates a multi-region backdrop that could fill Nel's order book if financing bottlenecks ease. Nel Hydrogen: Is This Green Tech Stock Finally Turning
• [New] California's ARCHES hydrogen hub received an initial $30 million federal tranche to launch Phase 1 planning and development activities, increasing the likelihood that freight refueling capacity will expand around ports and logistics centers. Intelligent Living
• [New] Africa holds vast renewable potential for green hydrogen, with large-scale projects in development in Namibia, Mauritania, and South Africa, though timelines are longer-term. IndexBox Inc.
• [New] From 2026 to 2030, the Middle East's low-carbon hydrogen capacity is expected to grow at a CAGR of 48%, across ~84 projects. GlobeNewswire
• [New] The critical factor for Toshiba's green hydrogen business in 2026 will be its ability to transition its strategic partnerships, particularly with Bekaert and Airbus, from agreements into tangible commercial production and technology demonstrators. EnkiAI - Find the right insight
• [New] Equinor's H2H Saltend project in the UK will supply hydrogen to a grid by 2026. Market Data Forecast
• [New] Many countries plan to repurpose thousands of kilometers of gas pipelines for hydrogen transport by 2030. Market Data Forecast
• [New] The European Union's Alternative Fuels Infrastructure Regulation mandates hydrogen refueling stations every 200 km on core TEN-T routes by 2030. Market Data Forecast
• Repsol will install its second 100 MW renewable hydrogen electrolyser at the Petronor refinery near Bilbao, investing EUR 292 million to produce up to 15,000 tonnes of green hydrogen a year mainly for industrial use. Ipieca
• Green hydrogen is set to command an 88.6% share of low-carbon production by 2030, overtaking blue hydrogen. Global Hydrogen Review
• Through 2035, dedicated hydrogen pipeline networks will be developed, particularly in Europe and North America, creating new demand for specialized pipeline DCS. IndexBox Inc.
• Steelmaker's Salcos project that aims to use hydrogen to power a blast furnace will receive an additional 322 million euros in subsidies to plug a funding gap, after other financial commitments fell through. Clean Energy Wire
• Massive investments in electrolyzer gigafactories in China and green hydrogen projects in Australia will generate concentrated equipment demand. IndexBox Inc.
• Growth through 2035 will be propelled by the scaling of green hydrogen electrolysis, expansion of fuel cell manufacturing for mobility and power, and retrofits in traditional refining and chemical sectors seeking efficiency gains. IndexBox Inc.

Last updated: 15 March 2026