Global Scans · Hydrogen · Weekly Summary

• [New] 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
• [New] 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
• North America continues to expand hydrogen pipeline opportunities through industrial decarbonization programmes and government-backed hydrogen hubs. Knowledge Sourcing Intelligence
• Saudi Arabia aims to capture over 10% global hydrogen trade by mid-2030 through Vision 2030 and its hydrogen strategy. Precedence Research
• India is emerging as a global green hydrogen powerhouse through its National Green Hydrogen Mission backed by US$ 2.4 billion funding and a 1.5 GW PEM electrolyzer tender, leveraging vast solar potential and projects such as Kakinada integrating existing ammonia infrastructure. Persistence Market Research
• Hydrogen vehicles will lose their total exemption in 2028, with a simple 600 kg allowance like electric vehicles. ELECTRA
• India's National Hydrogen Mission targets production of 5 million tons by 2030, with grey hydrogen expected to dominate initial supply due to cost advantages, as outlined by the Ministry of New and Renewable Energy. Persistence Market Research
• Fast-growing Region: Europe is expected to register the fastest growth in the upcoming period, owing to large-scale investments in hydrogen aviation technologies and supportive clean energy policies. Persistence Market Research
• South Korea's Hydrogen Economy Roadmap targets 5.26 million fuel cell vehicles and 1,200 hydrogen refueling stations by 2040, alongside ambitious industrial hydrogen demand targets for the steel and chemicals sectors. Persistence Market Research
• The Japanese government's revised Basic Hydrogen Strategy (2023) targets of 12 million tons of domestic and imported hydrogen supply by 2040, supported by a ¥15 trillion (approximately US$ 100 billion) public-private investment framework over 15 years. Persistence Market Research
• The U.K.'s Hydrogen Strategy targets 10 GW of low-carbon hydrogen production capacity by 2030, split equally between green and blue pathways, supported by the Hydrogen Business Model subsidy framework. Persistence Market Research
• Europe's trajectory is toward becoming the world's largest importer of green hydrogen, driving sustained infrastructure investment and creating significant opportunity for import corridor developers. Persistence Market Research
• Infrastructure build-out requirements for a fully hydrogen-enabled global economy is expected to exceed US$ 150 billion by 2030, a capital requirement that no single actor or government can underwrite at the pace demanded by net-zero timelines. Persistence Market Research
• In parallel, the European Union's Hydrogen Strategy targets 10 million tons of domestic renewable hydrogen production by 2030, supported by the EU Innovation Fund and Important Projects of Common European Interest framework. Persistence Market Research
• Global hydrogen demand is projected to quadruple from 125 million tons in 2030 to over 500 million tons by 2050, driven primarily by steel production, chemical manufacturing, and heavy-duty transportation requiring high-energy-density fuels. Persistence Market Research
• Developing hydrogen export infrastructure to key European and Asian markets offers an estimated US$ 10 billion revenue potential by 2030. Persistence Market Research

Last updated: 09 August 2026