06/20/2026
🌍 The global hydrogen economy is reaching an inflection point.
Our team unpacked this in full; here's the link: https://www.inkwoodresearch.com/top-green-hydrogen-projects-reshaping-global-energy-investment-strategies/
Watching Air Productions and Acwa's NEOM facility progress toward 600 tonnes daily production reminds us why we’re optimistic about this decade. When Shell took the final investment decision on Holland Hydrogen I back in 2022, many wondered if 200MW was too ambitious.
Today, it's becoming Europe's benchmark.
What strikes us most: the market is expected to reach US$227.45 billion by 2034. That's not hype but infrastructure reality. Plus, Siemens Energy and Air Liquide's Berlin gigafactory ramping to 3GW electrolyzer capacity shows equipment makers are betting big on demand.
The Western Green Energy Hub in Australia, Chile's aggressive 25GW target by 2030, and India's SIGHT program aren't just competing visions. They're complementary pieces of a global supply chain taking shape.
For colleagues tracking this space: which regional project do you think will prove most influential for commercial hydrogen adoption? We’re genuinely curious about different perspectives on this.