The first half of 2025 brought about significant political turmoil, especially in the US, leaving a mark on a clean hydrogen sector that is still struggling to get off the ground.
Final investment decisions have remained rare, even in Europe where dozens of projects have secured large public funding. More projects have been cancelled, while companies and countries have trimmed clean hydrogen targets.
But companies have to face up to key policies — such as the EU’s CBAM and mandates for consumption of renewable hydrogen and derivatives — coming ever closer to taking effect and need to consider the implications for their businesses.
Against this backdrop, Argus will be reviewing key developments in the first half of 2025 and provide an outlook on what is to come over the remainder of the year.
Topics include:
Editor, Argus Hydrogen and Future Fuels
Stefan leads Argus Hydrogen and Future Fuels service on the editorial side. At Argus, he covered European natural gas markets before shifting his focus to hydrogen and its derivatives. Stefan's previous experience includes an investment research company in London. He studied in Maastricht, Leeds and London.
SVP, Energy Transition
Tim heads up the Argus Hydrogen and Future Fuels Service on the commercial side. He was recently involved in hard commodities, establishing physical and financial benchmarks in global ferrous markets for Argus, Platts and The Steel Index. Tim’s previous experience includes CRU Group as a strategy consultant. He holds an MBA from Aston Business School.
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