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Market Pulse briefing

News from the latest published weekly analyses. Browse earlier pages to explore the archive.

· Europe

Technologia i łańcuch dostaw — Europa

Wzrost mocy produkcyjnych elektrolizerów przy niskim wykorzystaniu.

Week ending: Sep 15, 2023

Articles

Iwatani liquefaction installation
Image: © Iwatani Corporation

Hydrogen investment follows existing demand: lessons from Japan’s Chiba project

· Walerian Majewski

The hydrogen economy is often discussed in terms of new applications: trucks, ships, steelmaking and energy storage. Yet established industrial users remain central to its development. A recent investment decision by Cosmo Energy and Iwatani in Japan illustrates the importance of connecting hydrogen production with identifiable customers—and why infrastructure investment should not automatically be equated with decarbonisation.

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Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared
Image: NOEM Green Hydrogen Company (nghc.com)

Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared

· Walerian Majewski

The global hydrogen market is beginning to show signs of a transition from the announcement-driven boom of the early 2020s to a much more selective phase of actual project delivery. Two developments now appear to be taking place simultaneously: some of the world’s largest hydrogen projects are moving into construction or commissioning, while projects without […]

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