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Clean Hydrogen Investment Tops $130 Billion

The Hydrogen Council said 90% of committed projects are under construction or operating as energy security drives new demand.

  • On Thursday, the Hydrogen Council released its Global Hydrogen Compass 2026, reporting that cumulative global investment in clean hydrogen projects has surpassed $130 billion across more than 570 projects worldwide.
  • Energy security has become a key driver of uptake, as governments increasingly view hydrogen as a tool for industrial growth and strategic resilience alongside decarbonization targets, the Council noted.
  • China leads in renewable hydrogen capacity while the United States accounts for approximately 75% of global committed low-carbon capacity; operational capacity jumped 70% this year to 1.7 mtpa.
  • Persistent barriers including high costs and infrastructure gaps slow development, leaving 2030 government targets increasingly out of reach, according to the industry group's assessment.
  • Unlocking the remaining 5 million tons of annual demand requires urgent government action to deliver on policy commitments, as current production volumes under construction exceed demand supported by existing regulations.
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The consequences of this year's shock to the oil market have led governments worldwide to reconsider clean hydrogen as a serious option, writes the Financial Times. Combined investments in clean hydrogen projects worldwide have exceeded the 130 billion dollar mark, reports the Hydrogen Council, an industry association that tracks hydrogen developments.

·Amsterdam, Netherlands (Kingdom of the)
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Global clean hydrogen investment tops $130 billion amid energy security push, council says

·London, United Kingdom
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PR Newswire broke the news in Chicago, United States on Thursday, September 10, 2026.
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