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2025 has not been the breakthrough year that many in the clean hydrogen industry had been hoping for. Excluding China, capacity reaching a final investment decision shrank from a year earlier and the International Energy Agency for the first time revised down its 2030 projection for clean hydrogen production as a slew of projects has been delayed or cancelled.
The US government has withdrawn funding for hydrogen hubs, South Korea cancelled its 2025 clean hydrogen power generation bidding market at the last minute, and EU countries have been slow to transpose renewable hydrogen targets from the revised renewable energy directive (RED III).
Meanwhile, major oil and gas producers have pulled back on hydrogen projects as the energy transition is facing headwinds.
And yet there is a growing sense of urgency to advance hydrogen plans for many companies. The first renewable hydrogen quotas will take effect from early 2026, for example in the Netherlands, while deadlines set under subsidy schemes are drawing nearer for many project developers.
In this webinar, Argus will review the key events and developments in 2025 and look at what 2026 may have in store for the sector. And we’ll finish with the latest additions to the Argus Hydrogen and Future Fuels service.
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.
Costs, prices, news and analysis for the hydrogen and P2X sectors.
An in-depth analysis of the key sectors, countries and policies enabling hydrogen growth, focusing on the Americas.
An in-depth analysis of the key sectors, countries and policies enabling hydrogen growth, focusing on Europe and Africa.
An in-depth analysis of the key sectors, countries and policies enabling hydrogen growth, focusing on Asia-Pacific and the Middle East.
