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War in the Middle East has brought questions of energy security, diversification and resilience back to the forefront once again. As global energy flows have been severely disrupted, hydrogen advocates in Europe, northeast Asia and elsewhere have highlighted the possibility for domestic energy production.
The renewed focus on hydrogen’s ability to boost resilience comes at a time when the sector still struggles to get firmly off the ground even though investments are growing steadily.
Meanwhile, transposition of renewable hydrogen targets from the EU’s revised renewable energy directive (RED III) into national laws is advancing, sending clearer demand signals. The progress is prompting transport fuel suppliers to take a position on renewable hydrogen and derivatives.
Elsewhere, India and China are making progress on their ambitions. Renewable ammonia from these countries is increasingly seen as cost competitive with “blue” supply from gas-rich countries, especially for other Asian countries like South Korea and Japan.
In this webinar, Argus reviews key developments from the first half of 2026 and looks ahead to what can be expected later this year and into the medium-term.
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.
Principal, Hydrogen
Joyce has 20 years of experience in research and consulting, business development, strategy and project management roles in the natural resources sectors, including hydrogen, power and renewables, refining and petrochemicals, natural gas and shipping. She holds an MBA (Honours) from Imperial College London.
Spot costs, prices and real‑time news and analysis for the hydrogen and P2X sectors.
All-in cost of low-carbon ammonia on a delivered basis to two locations: Northeast Asia (JKLAB) and Northwest Europe (EULAB). Sign up to receive the weekly LABs supplement for free.
Medium to long-term analysis for clean hydrogen, covering demand, supply and costs.
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