Global Scans · Hydrogen · Weekly Summary

• [New] Announced low-emission hydrogen projects could increase production capacity to nearly 49 Mt per annum by 2030, while global electrolyzer capacity announcements approach 520 GW. MarkNtel Advisors
• [New] Japan aims to increase hydrogen consumption to 12 million tons annually by 2040, creating significant opportunities for CO2 hydrogenation technologies and catalyst deployment. Straits Research
• [New] The French Energy Agency (ADEME) supports projects under the France 2030 investment plan, while partnerships involving Air Liquide and TotalEnergies advance low-carbon hydrogen and carbon utilization technologies, driving demand for CO2 hydrogenation catalysts. Straits Research
• [New] The Mexican Association of Hydrogen & Mobility, together with Mexico's Ministry of Energy, supports the launch of 18 hydrogen projects throughout Mexico that will use advanced production technologies, including methane pyrolysis. Spherical Insights
• [New] Although adoption remains limited, ongoing hydrogen corridor projects in Europe, Japan, and the U.S. are expected to fuel strong double-digit growth rates post 2027. Straits Research
• [New] Expect heavy-duty electrification to scale more strongly in the late 2020s and into the 2030s as battery energy density improves, fast-charging infrastructure expands, and hydrogen encouraging ecosystems develop. Straits Research
• [New] The Neom 2.2 GW green hydrogen and ammonia plant had begun commissioning with production of up to 600 tonnes H2 per day starting in 2027. / Saudi Arabia Carbon Commentary newsletter
• [New] India is rapidly emerging as one of the fastest-growing hydrogen economies under the National Green Hydrogen Mission, which targets 5 million tonnes of renewable hydrogen production annually by 2030. Persistence Market Research
• [New] China remains the largest hydrogen producer and the global leader in electrolyzer deployment, supported by its carbon neutrality target for 2060 and large-scale renewable energy integration. Persistence Market Research
• [New] There are around 1500 pilot projects that have been announced across the globe and cumulative hydrogen investment is forecast to be $3.2 trillion by 2060. Forbes
• [New] Europe and China are poised to lead clean hydrogen production by 2040, driven by strong policy support. Forbes
• [New] IEA analysis in the Global Hydrogen Review 2025 projects that green hydrogen in China could become cost-competitive with unabated fossil-based production by the end of this decade, given low technology costs and cost of capital. Kings Research
• [New] Rapid expansion of industrial decarbonization initiatives, increasing investment in green hydrogen infrastructure, and stronger government support for clean energy projects are creating substantial opportunities for electrolyzer manufacturers worldwide. Yahoo! Finance
• [New] Germany alone plans hydrogen demand of up to 440 TWh annually by 2050 alongside a dedicated hydrogen pipeline network extending roughly 1,800 kilometers. SINTEF Blog
• [New] Projections from the IEA, IRENA and the Hydrogen Council suggest global hydrogen demand could reach 600 million tonnes annually by 2050, equivalent to roughly 10-12% of global final energy consumption. SINTEF Blog
• Persistent barriers including high costs, uncertain demand, complex regulations and a lack of infrastructure continue to slow the development of low-emissions hydrogen, putting 2030 targets announced by governments increasingly out of reach. IEA
• In the Middle East, government-backed hydrogen projects increasingly combine renewable energy development, export infrastructure, and industrial diversification, creating opportunities for dedicated transmission systems linked to large-scale production facilities. Knowledge Sourcing Intelligence
• Electric aircraft and hydrogen-powered planes could become a common sight in UK skies, after 8 companies were awarded funding. Innovation News Network

Last updated: 23 August 2026