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Momentum behind hydrogen and ammonia falters
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
Letter on hydrogen: Out of Africa
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
Hydrogen in 2026: Five factors to watch
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
EU confronts sustainable fuels ‘market failure’
Policymakers launch €2.9b package aimed at driving investment to meet its aviation and maritime sustainable fuel targets
Germany and Netherlands cast net wider for hydrogen imports
Two governments launch global tender, while Germany increases funding for regional supplies as efforts to secure imports intensify
IEA’s bearish but bullish hydrogen review
The global project pipeline has contracted for the first time, but production can still achieve strong growth through 2030, the IEA says in its annual review of the clean hydrogen sector
Letter on hydrogen: Achilles heel
Investment in the supply side has defied the odds to top $100b, but difficulties in generating large-scale demand could undermine the clean hydrogen industry’s future potential
Letter on hydrogen: Two-tier market
The rapid development of world-leading projects in China and Saudi Arabia points to an emerging east-west divide in the global green hydrogen sector
Plunging electrolyser orders signal more pain for green hydrogen
If technology demand is a leading indicator, the industry’s recent downturn has further to go
Letter from London: Hydrogen’s souffle moment
One of the sector’s harshest critics calls for a change of course, but the industry insists it is on an upward trajectory
RWE’s Sopna Sury at an event in 2019
Markets
Tom Young
19 December 2023
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Hydrogen sector must build on COP28 progress

Strong international definition of hydrogen as well as certification of transport and infra-structure safety standards are vital for the development of a global market

A mention of hydrogen in the final COP28 agreement from the UAE will help instil long-term confidence and encourage investment in the sector, according to panellists on a webinar organised by trade association Hydrogen Europe. The text of the agreement calls for the acceleration of low-carbon hydrogen production—the first time hydrogen has been mentioned in a COP decision text. This will help the sector accelerate into the next phase of its development, according to Sopna Sury, chief operating officer for hydrogen at Germany’s RWE Generation. “It does help give a bit more momentum, and I think we will now see an acceleration of partnerships and announcements,” she said. COP28 also saw other

Also in this section
Momentum behind hydrogen and ammonia falters
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
Letter on hydrogen: Equinor’s low-carbon retreat
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
Letter on hydrogen: Electrolyser firms blow a fuse
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
Clean ammonia: From fertiliser feedstock to future fuel
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

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