Buyers looking to enter this nascent market face multiple risks
Letter on hydrogen: Caveat emptor
The use of innovative risk management techniques used in other commodity markets can help overcome the impasse between producers and offtakers that threatens to stall the hydrogen sector’s growth
Just 4% of the low-carbon hydrogen production projects announced globally have reached FID, according to the IEA’s latest review of the sector. That number will alarm policymakers around the world amid a growing realisation that hefty supply-side subsidies alone are not nearly enough to unlock the investment needed to meet ambitious 2030 production capacity targets. The IEA urges governments to match their generous supply-side subsidies with more support for the demand side of the market. The argument is that this will help bring long-term offtakers to the table, in turn making supply projects more bankable. Concerns over the lack of willing buyers have dominated recent debate in the i
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2 December 2025
Oil major cites deteriorating demand and a planning debacle as it abandons one of UK’s largest blue hydrogen projects
1 December 2025
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
25 November 2025
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential
19 November 2025
The creation of ‘lead markets’ to generate hydrogen demand in the EU has potential, but implementation would pose complex challenges for producers and industrial offtakers
