Three themes define September: industry data confirming hydrogen has moved from pipeline to production at scale; institutional capital making its most decisive entry into green fuels; and back-to-back maritime technology firsts closing the gap between aspiration and sea-going reality. Policy & Infrastructure Hydrogen Council Global Hydrogen Compass 2026: committed investment tops $130B, energy security now primary driver — Released at Japan's Hydrogen Energy Ministerial on 10

August 2026 marks a shift in register for hydrogen: from aspiration to contracted capacity in the data centre sector, from demonstration bunkering to record commercial volumes in green fuels, and from broad subsidy access to stricter eligibility standards that reward verifiably clean production. Policy & Infrastructure Japan Hydrogen Fund (JHF): $1B mandate to back 15+ clean hydrogen projects globally by 2029 — Managed by Advantage Partners alongside JH2A and SMDAM, JHF targ

Three themes dominate: data-centre fuel cells moving from pilots to firm capacity commitments; natural hydrogen reaching commercial extraction for the first time; and Asian offtake contracts anchoring green fuel supply chains. Policy & Infrastructure Rystad Energy: Data-centre fuel cell market to hit $30B by 2030 — Ten-fold growth from $2.8B in 2025; 10.4 GW cumulative demand forecast 2026–2030, with Oracle and Equinix already holding ~9 GW in orders; SOFC leads at 53% of del

This month's developments show three clear trends: auction and subsidy mechanisms moving from policy to implementation, cross-border green fuel corridors taking concrete shape, and end-use demonstrations expanding into heavy industry, shipping, and data centres. Policy & Infrastructure South Korea launched a 1.43 TWh hydrogen power auction (500 GWh "clean," 930 GWh "general"), excluding coal-ammonia co-firing — a key tool toward its 2040 coal phase-out. Link India's ACME Grou

On 9 June 2026, the Global Sustainable Fuel Alliance (GSFA), the Centre for Energy and Environmental Technologies at VSB-Technical University of Ostrava (CEET VSB), the Science and Technology Division of the Taipei Representative Office in the EU and Belgium, and the Taiwan Hydrogen Cluster & Hydrogen energy research center at Taiwan National Central University jointly hosted the inaugural GSFA Closed-Door Expert Meeting on Green Fuel Technology and Regulation. Held during th

Selected news and reports from the global green hydrogen and ammonia ecosystem. India targets 10% of global green hydrogen demand — The Economic Times India · 2025.04.20 Read more ₹10,000 crore green hydrogen & ammonia facility in Andhra Pradesh — Times of India India · 2025.02.22 Read more BPCL & Sembcorp ink JV to develop green hydrogen in India — Reuters India · 2025.04.08 Read more Malaysia to export green hydrogen to Singapore via metal hydrides — Hydrogen Insight