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Letter on hydrogen: Drill, baby, drill
The US state of Kansas is emerging as a hotspot for a growing number of gold hydrogen prospectors
An end to EU green illusions
EU industry and politicians are pushing back against the bloc’s green agenda. Meanwhile, Brussels’ transatlantic trade deal with Washington could consolidate US energy dominance
Hydrogen leakage poses growing threat to green scale-up
Electrolysis seen as most leakage-prone production pathway as study warns of sharp increase through 2030 and beyond
Topsoe ‘slows’ $400m US project amid market uncertainty
Danish electrolyser manufacturer decelerates pre-FID work on planned Virginia plant despite renewed clarity over 45V tax credit
US confirms early sunset for hydrogen tax credits
Race is on to meet end-2027 deadline for 45V as Congress passes One Big Beautiful Bill Act
EU under fire over blue hydrogen definition
Gas industry and EU politicians pile pressure on European Commission to provide more regulatory certainty on emissions calculations
A disorderly transition
Last year was one of records for renewables but also for oil, gas and coal, as the energy transition progresses in an increasingly uneven way, according to the Energy Institute’s latest annual report
Europe should partner with China in clean hydrogen race
China emerges as clear frontrunner as US growth stalls and Europe burdens its industry with labyrinthine regulations
India bullish on green hydrogen potential
The government has ambitions to scale up production and become a major exporter by the end of the decade
EU mulls IPCEI top-ups as national funding falls short
Only 21% of approved IPCEI projects reach FID as cost overruns and funding delays hamper progress, according to European Commission officials
Policy Canada US
Lee Nichols
30 January 2025
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Hydrogen Market Databook 2025: North America

Both the US and Canada have ambitious plans for their hydrogen sectors

The US Department of Energy (DOE) released the US National Clean Hydrogen Strategy and Roadmap in mid-2023. The initiative builds on the Bipartisan Infrastructure Law passed in November 2021, which allocated more than $60b for the US DOE, including $9.5b to develop a national green hydrogen ecosystem. Approximately nine months later, Congress passed the Inflation Reduction Act (IRA), which provided additional incentives and policies to boost domestic hydrogen production, including new tax credits for hydrogen producers. The US hydrogen roadmap aims to produce 10mt/yr of clean hydrogen by 2030, 20mt/yr by 2040 and up to 50mt/yr by 2050 (see Fig.1). To meet these ambitious goals, the report de

Also in this section
Letter on hydrogen: Drill, baby, drill
6 August 2025
The US state of Kansas is emerging as a hotspot for a growing number of gold hydrogen prospectors
An end to EU green illusions
6 August 2025
EU industry and politicians are pushing back against the bloc’s green agenda. Meanwhile, Brussels’ transatlantic trade deal with Washington could consolidate US energy dominance
BP exits $55b Australian green mega-project
25 July 2025
Oil major cites strategy reset as it walks away from Australian Renewable Energy Hub, leaving partner InterContinental Energy to lead one of world’s largest green hydrogen projects
Hydrogen leakage poses growing threat to green scale-up
23 July 2025
Electrolysis seen as most leakage-prone production pathway as study warns of sharp increase through 2030 and beyond

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