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Letter on hydrogen: Global risk
Turmoil in Middle East reminds nascent clean hydrogen sector that its future prospects are dependent on global energy markets and geopolitics
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Renewables Policy EU
Polly Martin
22 February 2023
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EU green hydrogen rules an equivalency headache for exporters

The bloc’s delegated acts provide more investor certainty for projects within or planning to export to the bloc, but questions remain over how the criteria will be applied across varying energy markets

Differences in electricity systems, state aid rules and certification in non-EU markets have created uncertainty over the way in which the EU’s recently published renewable hydrogen criteria will be applied to production projects located outside the bloc. Multiple green hydrogen projects are under development in non-EU markets as producers look to scale up production to export to the EU, which expects to import half of its 20mn t/yr demand by 2030. The delegated acts provide more certainty for export project investors and developers but lack clarity on “equivalency” of renewable hydrogen definitions outside the EU, some industry participants say. “The delegated act suggests fuel producers in

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Letter on hydrogen: Global risk
4 March 2026
Turmoil in Middle East reminds nascent clean hydrogen sector that its future prospects are dependent on global energy markets and geopolitics
Momentum behind hydrogen and ammonia falters
25 February 2026
Low-carbon hydrogen and ammonia development is advancing much more slowly and unevenly than once expected, with high costs and policy uncertainty thinning investment. Meanwhile, surging energy demand is reinforcing the role of natural gas and LNG as the backbone of the global energy system, panellists at LNG2026 said
Letter on hydrogen: Equinor’s low-carbon retreat
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
Letter on hydrogen: Electrolyser firms blow a fuse
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity

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