Clean hydrogen investment reaches $130 billion, Hydrogen Council says
In Belgium, the Hydrogen Council said its Global Hydrogen Compass 2026 stated that the committed investment in clean hydrogen has surpassed $130 billion, corresponding to 6.9 Mtpa of committed capacity across more than 570 projects worldwide, 90% of which are under construction or already operational.
“Shifting geopolitical priorities are strengthening hydrogen’s role as a strategic resilience lever. As governments seek to strengthen energy security, build more resilient economies and support long-term industrial growth, hydrogen is receiving renewed attention for its ability to help address multiple strategic priorities alongside deep decarbonization, complementing growing electrification and use of renewable energy sources,” the report stated.
Geographically, China remains the largest market, accounting for more than half of global committed renewable hydrogen capacity, as well as 90% of new operational capacity globally added since 2025. Europe now follows as the second-largest market, leading in project count and relative investment growth. The United States continues to lead in low-carbon hydrogen deployment, accounting for approximately 75% of global committed low-carbon hydrogen and ammonia capacity, the report added.
François Jackow, CEO of Air Liquide and Co-Chair of the Hydrogen Council, said: “Hydrogen is not only a decarbonization solution; it is also the indispensable partner to renewable electricity. Through their synergies, hydrogen strengthens the resilience and improves the efficiency and affordability of the overall energy system. As countries accelerate electrification, recognizing hydrogen’s systemic role will be essential to building secure, competitive and affordable energy systems for the future.”
Category: Fuels
