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Outlook 2026: China’s green hydrogen power play
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
EWE breaks ground on major green hydrogen project
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
Letter on hydrogen: The Mauritania model
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential
EU confronts sustainable fuels ‘market failure’
Policymakers launch €2.9b package aimed at driving investment to meet its aviation and maritime sustainable fuel targets
Letter from London: Baytown blues
US oil major ExxonMobil looks unlikely to advance its Baytown blue hydrogen project in Texas in the near term, reflecting the new pragmatism now guiding the energy transition
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
Low-emission hydrogen is seen as a growth area
Markets Renewables Carbon capture
Paul Hickin,
Editor-in-chief
24 May 2023
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IEA’s Menendez hopeful of hydrogen jump but warns economic case not made

The agency’s hydrogen expert says the fuel needs to account for 12–13pc of the global energy mix by 2050 to reach net zero, but hurdles remain

Hydrogen’s ability to play a crucial role in the energy mix is tied up with fossil fuels, at least in the near term. Low-emission hydrogen is seen as a growth area, but significant barriers remain. Hydrogen Economist interviewed the IEA’s top hydrogen expert, Jose Bermudez Menendez, on what needs to be done to unlock hydrogen’s massive potential and what areas of the energy world may remain off limits. How big a role is hydrogen likely to play in the global energy mix by 2030 and 2050? Estimates range from c.3pc to 20pc. How do you see it? Jose Bermudez Menendez, IEA hydrogen expert Menendez: Our vision of what is a feasible pathway to

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Outlook 2026: China’s green hydrogen power play
23 December 2025
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
Outlook 2026: The need for co-evolving hydrogen infrastructure
19 December 2025
The hydrogen industry faces an important choice: coordinated co-evolution or patched-together piecemeal development. The way forward is integrated co-evolution, and freight corridors are a good example
Capital boost for UK Saltend green hydrogen project
10 December 2025
Project developer Meld Energy ready to accelerate 100MW project in Humber region after securing investment from energy transition arm of private equity firm Schroders Capital
Project shakeout spreads to Oman
9 December 2025
BP and Engie abandon large-scale green hydrogen projects in Gulf state as developers in all regions continue to struggle with lack of firm offtake

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