Electrolyser manufacturing capacity is ramping up
Green hydrogen could meet ‘most’ of 2050 demand
Recent announcements on gigafactory construction have led to optimism over longer-term deployment, Rethink Energy says
Hydrogen demand will have grown tenfold by 2050, to 735mn t/yr, with almost all of this volume being produced using electrolysis, according to a new analysis by research firm Rethink Energy. The forecast falls towards the upper range of scenarios outlined by other organisations, which estimate 300-800mn t/yr of demand by 2050 depending on future policy, sectoral strategies and the degree to which countries are able to achieve their Nationally Determined Contributions to the Paris Agreement. 735mn t/yr – 2050 hydrogen demand foreseen by Rethink Energy The Rethink Energy analysis differs from those of other organisations in that it envisions a much higher ratio of green hydrogen to blu
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25 February 2026
Low-carbon hydrogen and ammonia development is advancing much more slowly and unevenly than once expected, with high costs and policy uncertainty thinning investment. Meanwhile, surging energy demand is reinforcing the role of natural gas and LNG as the backbone of the global energy system, panellists at LNG2026 said
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
2 February 2026
As a fertiliser feedstock, it is indispensable, but ammonia’s potential as a carbon-free energy carrier is also making it central to global decarbonisation strategies
