Global Scans · Hydrogen · Weekly Summary

• [New] Targets include the phase-out of fossil-based hydrogen, 3.3 Mtpa of renewable hydrogen, and 3 hubs by 2050. IEA
• [New] The hydrogen roadmap goes together with the national energy transition roadmap as one of the key levers to achieve carbon neutrality by 2050. IEA
• [New] The European Union's Fit for 55 package mandates a 55% reduction in net greenhouse gas emissions by 2030 versus 1990 levels, with hydrogen playing a central role in decarbonizing transport, industry, and power generation. Persistence Market Research
• [New] Johnson Matthey faces key risks from the rapid shift to battery electric vehicles that could erode revenue from its Clean Air catalysts, PGM price volatility affecting margins and working capital, and potential delays in hydrogen fuel-cell adoption for heavy transport. MatrixBCG
• [New] The Pecem Green Hydrogen Hub in Ceara is attracting USD 18 billion from investors including Fortescue, backed by World Bank financing and EU partnership corridors targeting European hydrogen imports by the early 2030s. The Rio Times
• [New] While hydrogen project ambition is high, with a significant pipeline length planned by 2035, much remains in feasibility, posing risks. GlobeNewswire
• [New] Companies like PEMEX could evolve toward the production of clean hydrogen, using it in their processes and marketing it for industrial decarbonization. Mexico Business
• [New] At a time when the African community is prioritizing energy security in the midst of the global energy transition, African green hydrogen projects will serve to meet dual goals of alleviating energy poverty while transitioning to sustainable energy sources. African Energy Chamber
• [New] The global hydrogen economy is not developing as a uniform system, but rather as a collection of regionally specific ecosystems, each with its own constraints and opportunities, all of which are extensively covered by IDTechEx. Innovation News Network
• [New] South-West Wales will focus on scaling offshore wind, hydrogen, and cleaner industrial energy, as well as developing new ways to recover and recycle critical materials to reduce reliance on imports. UKAuthority
• [New] Key policy steps include adopting the law on Alternative Energy Sources and updating the Hydrogen Energy Development Concept through 2040. The Astana Times
• [New] The announced project pipeline suggests significant potential, with cumulative hydrogen pipeline length currently expected to reach almost 77,000 km by 2035, spread across ~210 projects, indicating strong long-term infrastructure ambition. GlobeNewswire
• [New] Based on active and announced projects, global low-carbon hydrogen capacity could reach up to ~82 mtpa by 2030, indicating significant project ambition across regions. GlobeNewswire
• [New] Global low-carbon hydrogen ambition remains high, but project delivery is sluggish, as 57% of the capacity slated for completion by 2030 is still in the feasibility stage and only 4% has reached construction. GlobeNewswire
• [New] Hydrogen is expected to play a growing role in the global energy system, with demand projected to increase significantly by 2050. Kit Carson Electric Cooperative
• [New] The Kit Carson Hydrogen Project represents an opportunity to convert a legacy industrial site into a source of renewable energy, economic growth, and long-term community benefit. Kit Carson Electric Cooperative
• [New] Long-term, we expect Saudi Arabia to double down on its Vision 2030 energy goals, particularly in the realm of hydrogen and downstream chemicals. Valley City Times-Record
• [New] Europe maintains approximately 2.5 million tonnes of hydrogen-based DRI-EAF capacity in 2025, with aggressive expansion targets reaching 15-20 million tonnes by 2030 and 35-45 million tonnes by 2035. Discovery Alert

Last updated: 26 April 2026