Early optimism in the hydrogen sector has been heavily pruned by persistent and strengthening cost pressures and ongoing policy uncertainties. Aspirational green hydrogen deployment targets may stand, notwithstanding some light trimming, but analysts and sector actors view these as unattainable.
Some high-profile companies have walked back production investment intentions and questions remain as to the viability of critical infrastructure such as pipelines. Some potential early customers viewing slow deployment have reacted by walking-back consumption aspirations.
It’s not only early innovator sectors viewing a slow production build-out with nerves. The maritime industry is widely anticipated to be a ‘power user’, yet orders for ammonia dual-fuelled vessels are a fraction of those seen for LNG as potential users weigh cost, maintenance, safety and outright availability concerns.
Where next for the hydrogen industry? As wide-scale green development stutters, will ‘blue’ products roar back into vogue?
In this webinar, the Argus Hydrogen and Future Fuels team look back on key developments in 2024 and what can be expected in 2025.
Editor, Argus Hydrogen and Future Fuels
Stefan leads Argus Hydrogen and Future Fuels service on the editorial side. He also 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 has 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.
Unified source of high-quality news on policy, technology and industry, plus analysis, production costs and databases, putting transparent, precise data in all decision-maker's hands.
An in-depth analysis of the key sectors, countries and policies enabling hydrogen growth, focusing on Asia-Pacific and the Middle East.
An in-depth analysis of the key sectors, countries and policies enabling hydrogen growth, focusing on Europe and Africa.
Join Argus' hydrogen and sustainable aviation fuels experts as they discuss e-SAF demand drivers, growth potential, capacity updates and scaling challenges.
In this whitepaper, we unpack the dynamic 2024 hydrogen landscape and look at some key policies, incentives and related developments across the globe.
Seven renewable hydrogen projects with a combined 1.5GW of electrolyser capacity will receive EU subsidies for their output.
Podcast exploring the promising EU-wide demand-side policies for hydrogen and whether the current measures are enough to help production projects secure offtake agreements.
