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Outlook 2026: The need for co-evolving hydrogen infrastructure
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
The foundations of cost-competitive hydrogen
The success of hydrogen production will rely as much on software and data integration for optimisation and tracking as on physical infrastructure and demand
The on-the-ground reality of UK hydrogen demand
The list of sectors turning to hydrogen grows longer every year, but projections based on a top-down view of industry risk underestimating the level of demand
Stellantis halts hydrogen vehicle programme
Major manufacturer cancels rollout of new hydrogen-powered vans and strengthens focus on battery electric and hybrid markets
Letter on hydrogen: Synthesising a future for e-fuels
E-fuels remain too expensive for many buyers, but emerging policies in the maritime sector could boost their prospects in that key market
Outlook 2025: How the UK can be a world leader in decarbonising aviation
The aviation industry needs government action and policy support to realise the potential of hydrogen as part of SAF, and the UK has the potential to lead the way
Letter on hydrogen: The generation game
Hydrogen is making inroads as a fuel for power plants as governments seek clean fuels to back up intermittent wind and solar
LNG challenges growth of green methanol
The fuel’s inroads in maritime fuel market hamper efforts to secure demand for synthetic fuel, German utility Uniper tells World Hydrogen Congress
Letter from London: Hydrogen hits peak hype
A new realism is shaping the ambitions of the clean hydrogen industry after years spent overstating its decarbonisation potential
Refuelling trends expose regional divide on hydrogen vehicles
Rollout of refuelling stations gathers pace in Asia but stalls in North American and Europe, say Hydrogen Council and McKinsey
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David Meyer
10 November 2025
Follow @PetroleumEcon
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The foundations of cost-competitive hydrogen

The success of hydrogen production will rely as much on software and data integration for optimisation and tracking as on physical infrastructure and demand

For hydrogen to become the flexible clean fuel for heavy industry and shipping, hydrogen developers need to reduce production costs while having the capacity and ability to scale dynamically as required. Stable, cost-effective hydrogen production is as central to developing the hydrogen economy as creating the demand and logistics network needed to support it. Developments in automation, particularly machine-learning-enabled AI models, have led to an industrial revolution over the past five years. Reimagining the legacy machine design and commissioning process, as well as traditional onboarding and training, and standard operating procedures, with automation and machine learning as a core te

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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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