Inkwood Research

Inkwood Research Inkwood Research specializes in syndicated & customized research reports and consulting services. By By offering market intelligence studies.

Two very different healthcare systems. One shared direction.We put together a complete look at this, and it's worth your...
07/31/2026

Two very different healthcare systems. One shared direction.

We put together a complete look at this, and it's worth your time: https://www.inkwoodresearch.com/acute-care-at-home-market-asia-pacific-regional-deep-dive/

Australia has spent three decades building one of the world's most operationally mature Hospital in the Home models, with patients formally admitted to virtual hospital beds and managed under full clinical governance at home. The Australian Government's AU$4.3 billion Support at Home commitment signals this is only accelerating.

Meanwhile, China is approaching the same destination from a completely different angle. Healthy China 2030 has set a target of ensuring 95% of residents can access quality medical care within 15 minutes of their home, and platforms like An Health, , and are scaling fast to support that vision.

Providers like Group and are already demonstrating what operational maturity looks like in the Asia-
Pacific market.

Curious what others think: can China's digital health infrastructure realistically support acute-level home care at population scale, or does the community health center network remain the critical bottleneck?

For years, hospital-at-home programs in the US operated under temporary waivers, and that uncertainty made long-term inv...
07/31/2026

For years, hospital-at-home programs in the US operated under temporary waivers, and that uncertainty made long-term investment genuinely difficult. That dynamic has now changed in a meaningful way.

The US acute care at home market is projected to grow from US$6.07 billion in 2026 to US$21.54 billion by 2034. The 2026 Act extended Medicare reimbursement, broadened patient eligibility, reinforced telehealth payment, and brought connected monitoring technology into coverage scope. For health systems, that translates directly into the financial confidence needed to build programs at scale.

We broke down exactly what the Consolidated Appropriations Act of 2026 means for the US acute care at home market. The full read is here: https://www.inkwoodresearch.com/acute-care-at-home-how-the-consolidated-appropriations-act-2026-changed-everything/

Companies like , , , , and Buy Health are already moving fast to meet that demand, and commercial payers are beginning to follow Medicare's lead.

The challenges around workforce capacity and technology interoperability are real, but the direction is clear.
If you work in US healthcare strategy, policy, or health tech investment, this shift is worth understanding deeply.

With reimbursement clarity finally in place, what do you think is the single biggest obstacle standing between health systems and true at-scale hospital-at-home adoption?

Hospital systems in the UK and Germany are rethinking what "acute care" actually means, and the shift is happening faste...
07/31/2026

Hospital systems in the UK and Germany are rethinking what "acute care" actually means, and the shift is happening faster than most people realise.

Full breakdown here if this is on your radar: https://www.inkwoodresearch.com/how-nhs-germanys-e50b-fund-shape-europes-acute-care-at-home-market/

The NHS has already scaled over 10,000 virtual ward beds across England through its Virtual Wards programme, managing conditions like heart failure and COPD entirely at home.

Meanwhile, Germany's KHVVG reform has committed a €50 billion transformation fund to restructure hospital care, paired with a mandatory electronic patient record rollout from January 2025.

Both moves are creating serious structural tailwinds for the acute care at home market across Europe.
Companies like Therapeutics, Tunstall Healthcare UK, Philips, Fresenius Medical Care, and Siemens Healthineers are already building meaningful positions here.

For healthcare executives and investors, the policy signals from both countries are unusually clear and unusually aligned.

What's your read on whether virtual ward models can realistically scale beyond major urban health systems into regional and rural settings?

Hospital-level care, delivered at home. What once sounded like a distant concept is now one of the fastest-growing segme...
07/31/2026

Hospital-level care, delivered at home. What once sounded like a distant concept is now one of the fastest-growing segments in global healthcare.

We mapped out the entire global acute care at home landscape so you don't have to.

Full analysis here: https://www.inkwoodresearch.com/acute-care-at-home-market-role-of-remote-monitoring-telehealth/

The numbers tell a clear story. The global acute care at home market is on track to grow from US$15.23 billion in 2026 to US$62.20 billion by 2034. Asia-Pacific is leading that charge at a 23.14% CAGR, while North America and Europe are building the policy and technology frameworks that make it all possible.

What's actually driving this? A combination of aging populations, strained hospital capacity, and genuinely impressive advances in remote patient monitoring and telehealth. Companies like Philips, , , , and are building the infrastructure that makes this model clinically safe and operationally viable.

The full breakdown covers regional dynamics, key players, and what this means for health systems investing now.

For health system leaders and healthcare investors, the window to build real competitive advantage here is open right now.

What's the biggest barrier you're seeing to scaling hospital at home programs in your market, is it workforce, technology, or reimbursement?

Hospitals are quietly extending their walls into patients' living rooms and the numbers show this isn't a niche experime...
07/13/2026

Hospitals are quietly extending their walls into patients' living rooms and the numbers show this isn't a niche experiment anymore.

Check it out here : https://www.inkwoodresearch.com/reports/global-acute-care-at-home-market-size/

We just completed our deep-dive analysis of the Global Acute Care at Home Market, and the trajectory is striking.

The Numbers
The market is valued at $15.23B in 2026, projected to hit $62.2B by 2034 a 19.23% CAGR. Asia-Pacific is the fastest-growing region (23.14% CAGR), while North America remains the largest market, anchored by CMS's Acute Hospital Care at Home program.

What's Driving It

Rising chronic disease burden pushing health systems toward lower-cost care models
AI-powered remote monitoring making hospital-grade oversight possible at home
Legislative momentum, including the recently passed Hospital Inpatient Services Modernization Act extending programs through 2030

How We Segmented It
Our analysis breaks the market down by service type, component, and disease indication across North America, Europe, Asia-Pacific, and Rest of World with company-level coverage of , , , Philips Healthcare, AlayaCare, and GE HealthCare.

The bigger question this raises: is "hospital-level care" becoming less about the building and more about the infrastructure around the patient?

Curious how others are seeing this shift play out in their markets.

🇳🇱 Rotterdam is swiftly becoming Europe's hydrogen infrastructure blueprint.If your team deals with this regularly, this...
07/13/2026

🇳🇱 Rotterdam is swiftly becoming Europe's hydrogen infrastructure blueprint.

If your team deals with this regularly, this is for you: https://www.inkwoodresearch.com/netherlands-green-hydrogen-market-holland-hydrogen-i/

Shell's Holland Hydrogen I project caught our attention not just for its 200MW scale, but for how it integrates existing assets. The facility connects to Shell's Energy and Chemicals Park through the HyTransPort pipeline, powered by their Hollandse Kust Noord offshore wind farm.

That's not just green hydrogen production. It’s industrial decarbonization in action.

What thyssenkrupp Uhde Chlorine Engineers delivered here with alkaline electrolysis technology is significant: 60,000 kg daily production replacing grey hydrogen in actual refining operations.
The Port of Rotterdam Authority's broader vision, creating an import, production, and distribution hub, shows how strategic port locations can anchor regional hydrogen economies.

With the Netherlands green hydrogen market projected to grow from US$602.62 million to nearly US$12 billion by 2034, this infrastructure positioning matters.

Question for the network: Are port-based hydrogen hubs the most practical pathway for Europe's energy transition? We’d love to hear your thoughts.

🇮🇳 India's SIGHT program is one of the most pragmatic hydrogen policies we’ve analyzed.A lot goes into this, so we mappe...
07/10/2026

🇮🇳 India's SIGHT program is one of the most pragmatic hydrogen policies we’ve analyzed.

A lot goes into this, so we mapped it all out: https://www.inkwoodresearch.com/india-green-hydrogen-market-sight-program-driving-low-cost-green-hydrogen/

Rather than just announcing ambitious targets, India allocated ₹17,490 crore, specifically split between electrolyzer manufacturing (₹4,440 crore) and production incentives (₹13,050 crore).
That dual approach addresses both supply chain gaps and production economics simultaneously.

The results speak for themselves: 19 companies now have allocations for 862,000 tonnes of annual capacity, and 15 firms secured awards for 3,000 MW electrolyzer manufacturing. When you consider India's renewable electricity costs are among the world's lowest, the green hydrogen growth trajectory from US$551.13 million (2026) to US$14.5 billion (2034) definitely makes practical sense.

The program targets 5 million metric tonnes production capacity by 2030 while avoiding 50 million metric tonnes of CO₂ emissions annually. Those aren't abstract goals. They’re, in fact, tied to specific industrial applications in fertilizer, steel, and refining sectors.

For those working in hydrogen: how do you see India's manufacturing incentives influencing global electrolyzer supply chains?

We’d love to hear from you.

Acwa, Air Liquide, , ENGIE, Cummins Inc

🇨🇱 Chile's hydrogen strategy is one of the most thoughtfully designed national programs we’ve studied.If you've consider...
07/02/2026

🇨🇱 Chile's hydrogen strategy is one of the most thoughtfully designed national programs we’ve studied.

If you've considered analyzing it too, start here: https://www.inkwoodresearch.com/chile-green-hydrogen-vision-from-renewable-energy-hub-to-global-exporter/

The government isn't just announcing targets—they've structured a roadmap: 5 GW electrolyzer capacity by 2025, scaling to 25 GW by 2030.

More importantly, they identified six pilot projects and allocated US$50 million through CORFO to get them operational. Enel Green Power leads with 240MW, followed by Air Liquide (80MW), ENGIE (26MW), and others.

What gives Chile an edge: the Atacama Desert's solar resources are genuinely exceptional, and Patagonian wind rivals anywhere globally. That translates to renewable electricity costs that make sub-$1.50/kg hydrogen economically plausible and not aspirational.

The green hydrogen market projection from US$124 million to US$2.1 billion by 2034 reflects Chile's potential to become a major exporter to Japan, South Korea, and Europe.

Their partnerships with Germany and the Netherlands on certification and trade corridors show they're building the entire value chain, not just production capacity.

Curious question for colleagues: With Chile, Australia, and Saudi Arabia all targeting hydrogen exports, how do you see the competitive dynamics evolving?

🇸🇦 NEOM's green hydrogen facility is redefining what "world-scale" means in clean energy.This kept coming up in conversa...
07/02/2026

🇸🇦 NEOM's green hydrogen facility is redefining what "world-scale" means in clean energy.

This kept coming up in conversations, so we wrote about it: https://www.inkwoodresearch.com/how-neoms-green-hydrogen-plant-will-transform-global-clean-fuel-markets/

The numbers are staggering: $8.4 billion investment, 600 tonnes daily production, 4 gigawatts of dedicated solar and wind power.

But what caught our attention is the partnership structure. NEOM, Air Productions, and Acwa created an equal joint venture, each bringing distinct capabilities. That risk-sharing model for megaprojects might be more significant than we initially thought.

thyssenkrupp's PEM electrolyzer technology at this scale, converting renewable electricity to produce 1.2 million tonnes of green ammonia annually for export. This is Saudi Arabia positioning itself not just as an oil exporter, but as a future clean fuel supplier to Asia and Europe.

With the Saudi green hydrogen market growing from US$202.55 million to US$3.4 billion by 2034 and commissioning targeted for 2027, NEOM will either validate export-oriented hydrogen economics or reveal where the business model needs refinement.
Either way, we'll learn tremendously.

Interested in perspectives: How do you see Middle Eastern hydrogen exports competing with Australian or Chilean supply in Asian markets?

🌍 The global hydrogen economy is reaching an inflection point.Our team unpacked this in full; here's the link: https://w...
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.

Address

Boston, MA
02111

Telephone

+18573024704

Website

Alerts

Be the first to know and let us send you an email when Inkwood Research posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category