Global Scans · Hydrogen · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] Developing hydrogen export infrastructure to key European and Asian markets offers an estimated US$ 10 billion revenue potential by 2030. Persistence Market Research
• [New] Dominant Solution Type: The renewable energy solution category is expected to lead in 2025; hydrogen solutions will exhibit the highest growth at 28% CAGR through 2032. Persistence Market Research
• [New] RIL aims to achieve a green hydrogen production capacity of three million tons per annum by 2032, which would represent 60% of India's 2030 national target. Persistence Market Research
• [New] Blue hydrogen with CCUS could be the most cost-competitive low-emissions option in regions with abundant gas resources, potentially just above USD 1/kg. Green Hydrogen Organisation
• [New] Hydrogen - as a primary energy source for propulsion, either for fuel cells, direct burn in thermal engines or as a building block for synthetic liquid fuels - could feasibly power aircraft with entry into service by 2035 for short-range aircraft. Clean Aviation
• [New] Low-emissions hydrogen production reached almost 1 Mt in 2025 and is expected to register record growth in 2026, accounting for more than 1% of global production, strongly concentrated in China, Europe and North America. IEA
• [New] The possibility of constructing a hydrogen network to transport green hydrogen from renewable energy sources to consumers in Poland and Germany will be analyzed. ILF.com
• [New] The NEOM green hydrogen project in Saudi Arabia is 80% complete and expected to start production in 2027, making it a core holding for institutional allocation in the hydrogen sector. tradingkey.com

Last updated: 26 July 2026