Clean hydrogen investment reaches USD 130 billion as energy security rises

Committed investment in clean hydrogen has exceeded USD 130 billion, corresponding to 6.9 million tonnes per annum (Mtpa) of committed capacity. According to the Hydrogen Council's Global Hydrogen Compass 2026 report, released today, this development signifies that clean hydrogen is transitioning from a future prospect to a present reality.

The report highlights the rising global agenda of energy security and resilience as a key driver for the increase in clean hydrogen investments. Nations and corporations are increasingly focused on reducing their reliance on fossil fuels and ensuring stable energy supplies.

Beyond committed capacity, the report identifies an additional 54 Mtpa of potential capacity currently in development or planned stages. This indicates significant ongoing growth potential within the sector and ambitions from various countries and regions to establish large-scale hydrogen economies.

These investments span the entire clean hydrogen value chain, including production, transportation, and end-use applications. The report specifically notes substantial investments in green hydrogen, produced using renewable energy, and blue hydrogen, derived from fossil fuels with carbon capture.

The Hydrogen Council suggests that this trajectory demonstrates a strong commitment to hydrogen's role in the global energy transition. The increasing investments and expanding capacity are deemed essential for achieving climate objectives and building a sustainable energy future.