Recent headlines about project cancellations have created the impression that renewable hydrogen is stalling. What the data shows, however, is a familiar pattern: a normal phase of market maturation (moving from announcements to delivery) – like the early scale-up of wind, solar, and batteries – where projects with the strongest business cases advance.
According to our Global Hydrogen Compass 2025 report:
🔹 Operational renewable hydrogen capacity has grown eightfold in the past five years
🔹 Capacity increased by 65% in the last 12 months alone
🔹 Of the 6 mtpa of committed clean hydrogen capacity today, more than half is renewable
🔹 Even after accounting for delays and attrition, 5–7 mtpa of renewable capacity could come online by 2030
The takeaway is clear: progress is real, and momentum is shifting from announcements to delivery. What happens next depends on demand certainty, infrastructure investment, and practical implementation of existing policies.
Read more about renewable hydrogen in the Global Hydrogen Compass 2025: Hydrogen Council Global Hydrogen Compass 2025
Thought Leadership
Perspectives from India: Why policy certainty matters
Filmed at our India Business Forum, our latest video brings together industry voices from around the world with a shared message: policy certainty is the “make or break” factor for scaling hydrogen. Watch to hear why clear, stable policy matters for investment and growth.
October 19, 2026
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