Explore key findings from the Global Hydrogen Compass 2025 report, a new flagship publication that combines comprehensive industry data with proprietary insights from Hydrogen Council members, direct perspectives from global CEO leaders, and lessons learned from key hydrogen projects worldwide.
Committed (FID+ including FID, under construction, and operational projects) investment in clean hydrogen has now passed $110 billion across 510 projects, up $35 billion from last year and growing on average over 50% year-over-year since 2020. Advancement of projects with the strongest business cases is expected to be coupled with cancellations of less viable projects as the pipeline continues to mature.
Supply is ready to scale
Of the 6 mtpa of committed clean hydrogen capacity today, 1 mtpa is already operational. After accounting for delays and expected attrition, the current project pipeline could support up to 9-14 mtpa of clean hydrogen capacity by 2030, depending on how much supply secures offtake.
Demand is critical, but relies on enabling policy
Locking in offtake remains the critical element for most supply projects to move forward. Approximately 3.6 mtpa of binding offtake is in place today globally, representing about 60% of committed project capacity. Looking ahead to 2030, about 8 mtpa of 2030 clean H2 demand could materialize in the EU, US, Japan, and Korea, but requires that existing policies are implemented and enforced.
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