Armelle Levieux’s Post

The first wave of clean hydrogen projects is emerging, but a lot of work remains to address persistent challenges. 🌍Last week the Hydrogen Council and McKinsey & Company released a new report, the "Global Hydrogen Compass 2025", which explores growth in committed investment in clean hydrogen, an updated near-term supply outlook, and traction across emerging demand sectors. The report finds that: 🔹The project pipeline is maturing, despite challenges: committed investment in clean hydrogen continues to grow, surpassing $110 billion across 500+ projects worldwide that have taken final investment decision (FID), are under construction, or are already operational – a 10x increase since 2020, despite natural attrition of less viable projects 🔹Clean hydrogen supply is scaling: 6 mtpa of clean hydrogen are committed, of which 1 mtpa is already online; China leads on renewable capacity with 1.6 mtpa committed (19GW), and North America leads on low-carbon capacity with 2.2 mtpa committed – by 2030, the current supply pipeline could support 9-14 mtpa, depending on how much secures offtake 🔹Demand is critical but relies on enabling policy: 3.6 mtpa of binding offtake has been secured today (with Europe as a leading offtake center), mainly for decarbonizing fertilizer production and refining – by 2030, effectively implemented policies could firm up to 8 mtpa across the EU, US, Japan and Korea, with another 2 mtpa in China, India and other regions 📍Read the full Global Hydrogen Compass report to explore the details, including insights from CEOs across the value chain and case studies of projects progressing despite a challenging environment. #GlobalHydrogenCompass #CleanHydrogen

The first wave of clean hydrogen projects is emerging, but a lot of work remains to address persistent challenges. 🌍This week the Hydrogen Council and McKinsey & Company released a new report, the "Global Hydrogen Compass 2025", which explores growth in committed investment in clean hydrogen, an updated near-term supply outlook, and traction across emerging demand sectors. The report finds that: 🔹The project pipeline is maturing, despite challenges: committed investment in clean hydrogen continues to grow, surpassing $110 billion across 500+ projects worldwide that have taken final investment decision (FID), are under construction, or are already operational – a 10x increase since 2020, despite natural attrition of less viable projects 🔹Clean hydrogen supply is scaling: 6 mtpa of clean hydrogen are committed, of which 1 mtpa is already online; China leads on renewable capacity with 1.6 mtpa committed (19GW), and North America leads on low-carbon capacity with 2.2 mtpa committed – by 2030, the current supply pipeline could support 9-14 mtpa, depending on how much secures offtake 🔹Demand is critical but relies on enabling policy: 3.6 mtpa of binding offtake has been secured today (with Europe as a leading offtake center), mainly for decarbonizing fertilizer production and refining – by 2030, effectively implemented policies could firm up to 8 mtpa across the EU, US, Japan and Korea, with another 2 mtpa in China, India and other regions 📍Read the full Global Hydrogen Compass report to explore the details, including insights from CEOs across the value chain and case studies of projects progressing despite a challenging environment. #GlobalHydrogenCompass #CleanHydrogen

The first wave of clean hydrogen projects is emerging, but a lot of work remains to address persistent challenges. 🌍This week the Hydrogen Council and McKinsey & Company released a new report, the "Global Hydrogen Compass 2025", which explores growth in committed investment in clean hydrogen, an updated near-term supply outlook, and traction across emerging demand sectors. The report finds that: 🔹The project pipeline is maturing, despite challenges: committed investment in clean hydrogen continues to grow, surpassing $110 billion across 500+ projects worldwide that have taken final investment decision (FID), are under construction, or are already operational – a 10x increase since 2020, despite natural attrition of less viable projects 🔹Clean hydrogen supply is scaling: 6 mtpa of clean hydrogen are committed, of which 1 mtpa is already online; China leads on renewable capacity with 1.6 mtpa committed (19GW), and North America leads on low-carbon capacity with 2.2 mtpa committed – by 2030, the current supply pipeline could support 9-14 mtpa, depending on how much secures offtake 🔹Demand is critical but relies on enabling policy: 3.6 mtpa of binding offtake has been secured today (with Europe as a leading offtake center), mainly for decarbonizing fertilizer production and refining – by 2030, effectively implemented policies could firm up to 8 mtpa across the EU, US, Japan and Korea, with another 2 mtpa in China, India and other regions 📍Read the full Global Hydrogen Compass report to explore the details, including insights from CEOs across the value chain and case studies of projects progressing despite a challenging environment. #GlobalHydrogenCompass #CleanHydrogen

The first wave of clean hydrogen projects is emerging, but a lot of work remains to address persistent challenges. 🌍This week the Hydrogen Council and McKinsey & Company released a new report, the "Global Hydrogen Compass 2025", which explores growth in committed investment in clean hydrogen, an updated near-term supply outlook, and traction across emerging demand sectors. The report finds that: 🔹The project pipeline is maturing, despite challenges: committed investment in clean hydrogen continues to grow, surpassing $110 billion across 500+ projects worldwide that have taken final investment decision (FID), are under construction, or are already operational – a 10x increase since 2020, despite natural attrition of less viable projects 🔹Clean hydrogen supply is scaling: 6 mtpa of clean hydrogen are committed, of which 1 mtpa is already online; China leads on renewable capacity with 1.6 mtpa committed (19GW), and North America leads on low-carbon capacity with 2.2 mtpa committed – by 2030, the current supply pipeline could support 9-14 mtpa, depending on how much secures offtake 🔹Demand is critical but relies on enabling policy: 3.6 mtpa of binding offtake has been secured today (with Europe as a leading offtake center), mainly for decarbonizing fertilizer production and refining – by 2030, effectively implemented policies could firm up to 8 mtpa across the EU, US, Japan and Korea, with another 2 mtpa in China, India and other regions 📍Read the full Global Hydrogen Compass report to explore the details, including insights from CEOs across the value chain and case studies of projects progressing despite a challenging environment. #GlobalHydrogenCompass #CleanHydrogen

The first wave of clean hydrogen projects is emerging, but a lot of work remains to address persistent challenges. 🌍This week the Hydrogen Council and McKinsey & Company released a new report, the "Global Hydrogen Compass 2025", which explores growth in committed investment in clean hydrogen, an updated near-term supply outlook, and traction across emerging demand sectors. The report finds that: 🔹The project pipeline is maturing, despite challenges: committed investment in clean hydrogen continues to grow, surpassing $110 billion across 500+ projects worldwide that have taken final investment decision (FID), are under construction, or are already operational – a 10x increase since 2020, despite natural attrition of less viable projects 🔹Clean hydrogen supply is scaling: 6 mtpa of clean hydrogen are committed, of which 1 mtpa is already online; China leads on renewable capacity with 1.6 mtpa committed (19GW), and North America leads on low-carbon capacity with 2.2 mtpa committed – by 2030, the current supply pipeline could support 9-14 mtpa, depending on how much secures offtake 🔹Demand is critical but relies on enabling policy: 3.6 mtpa of binding offtake has been secured today (with Europe as a leading offtake center), mainly for decarbonizing fertilizer production and refining – by 2030, effectively implemented policies could firm up to 8 mtpa across the EU, US, Japan and Korea, with another 2 mtpa in China, India and other regions 📍Read the full Global Hydrogen Compass report to explore the details, including insights from CEOs across the value chain and case studies of projects progressing despite a challenging environment. #GlobalHydrogenCompass #CleanHydrogen

Over the last years I’ve been excited about the energy transition—and how the conversation has shifted from what’s “theoretically ideal” to what’s sustainable and feasible at scale. I’ve learned to value solutions that work on a Tuesday afternoon: less hype, more facts. I’m also a firm believer that, in the long run, hydrogen will be a major contributor to decarbonization, especially in hard-to-abate sectors. It’s not a silver bullet, but it can be a very important part of the system—if we focus on economics, offtake, and infrastructure. That’s why I like the Hydrogen Council’s new Global Hydrogen Compass 2025. It summarizes the latest status and thinking of the hydrogen economy in a clear, practical way: - Project pipeline is maturing: $110B+ committed across 500+ projects at FID, under construction, or already operational—a 10× increase since 2020, even as less-viable projects naturally fall away. - Supply is scaling: about 6 mtpa of clean hydrogen are committed (~1 mtpa online); the current pipeline could support ~9–14 mtpa by 2030, depending on how offtake firms up. Regionally, China leads on renewable capacity (~1.6 mtpa / ~19 GW committed), while North America leads on low-carbon capacity (~2.2 mtpa committed). - Demand is the unlock (policy matters): roughly 3.6 mtpa of binding offtake today (with Europe a leading offtake center), mainly for decarbonizing fertilizer and refining. With effective policy, ~8 mtpa could be firm by 2030 across the EU, US, Japan, and Korea, with another ~2 mtpa across China, India, and others. Explore the interactive Compass: https://lnkd.in/gVXbS_FT I’d be interested to hear what you’re seeing in your markets—especially on offtake, certification, and infrastructure timing. If you want to speak to the real experts, I suggest reaching out to Bernd Heid and Markus Wilthaner #Hydrogen #EnergyTransition #Decarbonization #IndustrialTransformation #CleanTech

🌍 World Hydrogen Day 2025 Today we celebrate hydrogen’s growing role in building a cleaner, more secure and more prosperous world. Green hydrogen drives jobs, energy security and sustainable growth. It enables the production of green fertilisers, green iron and steel, and e-fuels for shipping and aviation, helping decarbonise sectors that cannot be electrified directly. It also helps stabilise energy systems by converting surplus renewable electricity into hydrogen that can be stored, transported and used when needed most. At Green Hydrogen Organisation - GH2, we continue to work with governments, investors and industry partners to accelerate the global shift to truly clean hydrogen, ensuring that progress is sustainable, inclusive and transparent. Next week, the International Maritime Organization (IMO) meets in London (13–18 October) to adopt its Net Zero Framework, a landmark step toward binding greenhouse gas targets and a global pricing mechanism for clean fuels. This moment will be decisive for scaling green hydrogen and ammonia as zero emission marine fuels. 📘 Read more about the importance of the IMO’s upcoming decision in our latest publication: https://lnkd.in/eySGADCC Jonas Moberg | Joe Williams | Sam Bartlett | Simran SINHA | Flore Schmerber | Krystyna Serdiuk | Rifan Bachtiar | Cynthia N. Kariuki | Green Hydrogen Organisation - GH2 | Global Renewables Alliance (GRA)

🔖 The REPowerEU Plan set the scene with its Hydrogen Accelerator - 10 Mt domestic and 10 Mt imported renewable hydrogen by 2030 to cut Russian fossil fuel reliance and fast-track the green transition. 💡 But now comes the Clean Industrial Deal (2025) - a new and promising strategic measure. It boosts demand through industrial off-takers, clears barriers, and grounds the hydrogen strategy in real-world feasibility. 💶 Backed by the European Hydrogen Bank, which will launch its third auction (IF25) in Q4 2025 with €1.1 bn, the EU is moving from ambition to investment. 👉 Together, REPowerEU + Clean Industrial Deal + European Hydrogen Bank form a powerful trio - vision, demand, and finance - to turn hydrogen targets into reality. 🌐 At OMNIA, we continue our journey with hydrogen - advising, shaping, and supporting strategies that turn policy into practice! #Hydrogen #CleanIndustrialDeal #REPowerEU #EuropeanHydrogenBank #EnergyTransition

𝖦𝗅𝗈𝖻𝖺𝗅 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍 𝗂𝗇 𝖼𝗅𝖾𝖺𝗇 𝗁𝗒𝖽𝗋𝗈𝗀𝖾𝗇 𝗉𝖺𝗌𝗌𝖾𝗌 $𝟣𝟣𝟢 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 – 𝖽𝖾𝖿𝗒𝗂𝗇𝗀 𝗉𝖾𝗌𝗌𝗂𝗆𝗂𝗌𝗆 𝗂𝗇 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. The Hydrogen Council, with McKinsey & Company, have released a report that reveals capital committed to clean hydrogen projects around the world has reached over $110 billion, despite some project delays and even cancellations:   📈 Investments are up on last year by 46% 📈 Committed investments have averaged a 50% year-on-year growth rate since 2020 📈 Operational volumes: 0.69 mtpa = blue hydrogen and 0.32 mtpa = green hydrogen Read more about the Global Hydrogen Compass report from H2 View and Charlie Currie 👇 https://lnkd.in/evtKPUmp #HydrogenInvestment #HydrogenIndustry #H2 #GreenHydrogen #CleanHydrogen #Hydrogencars

Global Hydrogen Mobility Alliance Calls for Urgent Action to Secure Clean, Competitive and Resilient Transport in Europe Global Hydrogen Mobility Alliance #HydrogenCentral #HydrogenNews #Hydrogen #FuelCell #HydrogenEconomy #HydrogenMarket https://lnkd.in/dQPsgwu2