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Letter on hydrogen: Electrolyser firms blow a fuse
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
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 frets over China’s green hydrogen progress
European Commission highlights rapid growth of Chinese production this year, as it retains strict procurement rules in latest European Hydrogen Bank subsidy auction
Letter on hydrogen: Leading the way to demand
The creation of ‘lead markets’ to generate hydrogen demand in the EU has potential, but implementation would pose complex challenges for producers and industrial offtakers
Gigafactory gap forces UK to import hydrogen batteries
The UK now has a never-to-be-repeated opportunity to build indigenous manufacturing and production capabilities that create both domestic value and export opportunities
DNV cuts North America hydrogen forecasts by 30%
Growth outlook hit by recent policy changes in pivotal year for the region’s hydrogen industry, says risk management firm DNV
EU confronts sustainable fuels ‘market failure’
Policymakers launch €2.9b package aimed at driving investment to meet its aviation and maritime sustainable fuel targets
Europe’s wake-up call
Europe urgently needs a dose of pragmatism to unlock its clean hydrogen potential, Hydrogen Council CEO Ivana Jemelkova tells Hydrogen Economist
Letter from Hamburg: Germany’s hydrogen rethink
Government promotes greater flexibility in policy and regulation as it concedes mistakes were made in initial stages of industry’s development
Apostolos Tzitzikostas, European Commissioner for Sustainable Transport and Tourism
Markets Policy EU
Stuart Penson
5 November 2025
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EU confronts sustainable fuels ‘market failure’

Policymakers launch €2.9b package aimed at driving investment to meet its aviation and maritime sustainable fuel targets

The EU has launched a package of measures aimed at kickstarting investment in the production of hydrogen-based e-fuels and other sustainable fuels, as it confronts a “market failure” and the prospect of missing its targets. The package, called the Sustainable Transport Investment Plan (STIP), is aimed at clean fuels for aviation and maritime sectors. To meet the EU's sustainable fuel targets, under the RefuelEU Aviation and FuelEU Maritime Regulations, Europe needs to produce around 20mt/yr of sustainable fuels—biofuels and e-fuels—by 2035, according to the European Commission. “Despite Europe having the largest project pipeline ready for e-fuel production, investors hesitate to take f

Also in this section
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
Letter on hydrogen: Mind the midstream gap
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
Letter on hydrogen: Out of Africa
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

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