Outlook 2025: US hydrogen’s next inflection point
With a new president and new Congress imminent, attention must turn to the next stage of hydrogen development
After the passage of the Infrastructure Investment and Jobs Act of 2021 and the Inflation Reduction Act of 2022 by the 117th Congress, the US rapidly advanced the development of its domestic clean hydrogen industry and is aiming to become a global leader for this emerging sector. However, progress in putting steel in the ground has slowed. The supportive programmes and incentives within the laws—the Regional Clean Hydrogen Hub Program (H2Hub) and the Credit for Production of Clean Hydrogen (45V) being the cornerstones—were meant to provide much-needed certainty for project developers and investors to spur the scale-up of the nascent industry. Despite support from the Biden administration and
Also in this section
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
28 January 2026
The development of hydrogen’s distribution system must speed up if the industry is to stand any chance of grabbing a meaningful slice of the low-carbon energy market
14 January 2026
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
