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Global Green Fuel Industry Brief — July 2026
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
jchristophechang
Aug 144 min read
Global Green Fuel Industry Brief — June 2026
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
jchristophechang
Jun 293 min read
GSFA Convened Hydrogen Leaders and Representatives from 15 EU and Asian Countries in Brussels to Chart a Clean Energy Future for Semiconductors and AI
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
jchristophechang
Jun 294 min read
Industry Highlights-Oct 2025
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
NexoraFuture
Feb 111 min read
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