{"id":16080,"date":"2026-09-10T07:50:00","date_gmt":"2026-09-10T05:50:00","guid":{"rendered":"https:\/\/hydrogencouncil.com\/?p=16080"},"modified":"2026-09-09T13:50:41","modified_gmt":"2026-09-09T11:50:41","slug":"clean-hydrogen-investment-reaches-usd-130-billion-as-energy-security-and-resilience-rise-up-the-global-agenda","status":"publish","type":"post","link":"https:\/\/hydrogencouncil.com\/es\/clean-hydrogen-investment-reaches-usd-130-billion-as-energy-security-and-resilience-rise-up-the-global-agenda\/","title":{"rendered":"Clean hydrogen investment reaches USD 130 billion as energy security and resilience rise up the global agenda"},"content":{"rendered":"
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BRUSSELS, September 10, 2026 \u2013 Clean hydrogen is no longer a future bet \u2013 it is being built now. According to the Hydrogen Council\u2019s<\/a> Global Hydrogen Compass 2026<\/em>, released today, committed investment has surpassed USD 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.<\/p>\n

The new report, co-authored with McKinsey & Company and informed by the perspectives of some 70 global CEOs, highlights continued industry progress alongside a changing strategic context. Over the past year, global operational capacity has nearly doubled and is expected to double again next year as projects under construction come online.<\/p>\n

At the same time, shifting geopolitical priorities are strengthening hydrogen\u2019s 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.<\/p>\n

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 (+35% since 2025). The United States continues to lead in low-carbon hydrogen deployment, accounting for approximately 75% of global committed low-carbon hydrogen and ammonia capacity.<\/p>\n

The experience of these leading markets also points to the industry’s next challenge: projects move forward where policy and infrastructure are the most robust. Of the 11 Mpta of potential 2030 clean hydrogen demand that existing policies could unlock by 2030, around 6 Mtpa is firmed today by policies that have been enacted and enforced.\u00a0 Unlocking the remaining 5 Mpta now requires urgent action from governments to deliver on existing policy commitments. \u00a0<\/p>\n

For policymakers, the top priority is to implement enabling incentives and mandates, as well as robust carbon pricing instruments providing demand signals. For industry, the focus is to serve that demand cost effectively, which requires strong push to reduce cost and build the necessary infrastructure.<\/p>\n

Combining comprehensive industry data with CEO perspectives and lessons learned from some of the world\u2019s most significant clean hydrogen projects, Global Hydrogen Compass 2026<\/em> provides a fact-based assessment of the industry’s progress and the practical actions needed to accelerate deployment. The report was launched today for the first time through a dedicated global virtual event, featuring the Hydrogen Council Co-Chairs alongside CEOs from Baker Hughes, CF Industries, Port of Rotterdam and Sinopec, with its findings also presented at today\u2019s Hydrogen Energy Ministerial in Japan.<\/p>\n

Jaehoon Chang, Vice-Chair of Hyundai Motor Group and Co-Chair of the Hydrogen Council<\/strong>, said: \u201cThe debate has shifted from whether hydrogen can deliver to how fast countries choose to build. While the pace varies by market, the principle is the same: identify where hydrogen creates the most value, build the ecosystem around it and prove it works. This year\u2019s Compass highlights a clear lesson: wherever countries deploy hydrogen solutions suited to their context and support them with policy, competitive hydrogen ecosystems are taking hold. By learning from those examples, we can build on that momentum faster and with greater confidence.\u201d<\/p>\n

Fran\u00e7ois Jackow, director ejecutivo de Air Liquide y copresidente del Consejo del Hidr\u00f3geno<\/strong>, 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.”<\/p>\n

Ivana Jemelkova, directora ejecutiva del Consejo del Hidr\u00f3geno, <\/strong>said: \u201cDecision-makers need both robust market data and practical experience from those delivering projects on the ground. Global Hydrogen Compass 2026 <\/em>complements the IEA’s Global Hydrogen Review by bringing together the collective perspective of industry leaders. Together, they provide a more complete picture of where the industry stands today and the practical actions needed to accelerate deployment.\u201d<\/p>\n

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Acerca de Global Hydrogen Compass<\/strong>\u00a0<\/p>\n

Br\u00fajula global del hidr\u00f3geno <\/em>is the Hydrogen Council\u2019s annual publication tracking the progress and priorities of the global hydrogen industry. Authored by the Hydrogen Council in collaboration with McKinsey & Company, the report 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. It represents a collaborative effort to provide an authoritative and holistic reference point for decision-makers across business, policy, and investment.

Visita br\u00fajula.hydrogencouncil.com<\/a> para una experiencia de usuario interactiva y acceso a informaci\u00f3n clave, paneles din\u00e1micos y mapas globales.<\/p>\n

Acerca del Consejo del Hidr\u00f3geno<\/span><\/b>\u00a0<\/span><\/p>\n

El Consejo del Hidr\u00f3geno es la mayor y \u00fanica alianza mundial de hidr\u00f3geno liderada por directores ejecutivos, que re\u00fane a unas 140 empresas de m\u00e1s de 20 pa\u00edses a lo largo de toda la cadena de valor del hidr\u00f3geno. Con una capitalizaci\u00f3n de mercado de aproximadamente 14.000 millones de d\u00f3lares, 7,1 millones de empleados a tiempo completo y unos ingresos de aproximadamente 14.000 millones de d\u00f3lares, el Consejo proporciona una plataforma intersectorial \u00fanica para que los l\u00edderes mundiales alineen sus estrategias, aceleren la colaboraci\u00f3n y den forma al desarrollo de un sector del hidr\u00f3geno integrado a nivel mundial.<\/p>\n

La misi\u00f3n del Consejo es lograr un mundo m\u00e1s limpio, seguro y resiliente, con el hidr\u00f3geno como un factor clave. Al brindar claridad sobre el camino hacia la escala, promover marcos normativos y regulatorios propicios y forjar las alianzas necesarias para impulsar el despliegue del hidr\u00f3geno en todo el mundo, el Consejo act\u00faa como catalizador del mercado y portavoz clave de la industria.<\/p>\n

Para saber m\u00e1s visitawww.hydrogencouncil.com<\/a> y seguir al Consejo del Hidr\u00f3geno enLinkedIn<\/a>.<\/p>\n

Preguntas de los medios<\/strong><\/p>\n

Joanna Damerell, Directora S\u00e9nior de Comunicaciones del Consejo del Hidr\u00f3geno<\/p>\n

joanna.damerell@hydrogencouncil.com<\/a>\u00a0<\/p>\n

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Global Hydrogen Compass 2026 provides a fact-based assessment of global clean hydrogen progress, highlighting more than USD 130 billion in committed investment across over 570 projects, 90% of which are under construction or already operational, and the actions needed to support further deployment.<\/p>","protected":false},"author":5,"featured_media":16085,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[141,76],"tags":[163],"class_list":["post-16080","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-media-release","category-newsroom","tag-media-release"],"acf":[],"yoast_head":"\nClean hydrogen investment reaches USD 130 billion as energy security and resilience rise up the global agenda | Hydrogen Council<\/title>\n<meta name=\"description\" content=\"Global Hydrogen Compass 2026 provides a fact-based assessment of global clean 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