Report: Global hydrogen industry surpasses $110 billion in investment
- REDAÇÃO H2RADAR
- 2 hours ago
- 1 min read
The global low-carbon hydrogen industry has reached a historic milestone, with more than US$110 billion in committed investment distributed among 500 projects that have already reached maturity—whether through final investment, construction, or operation decisions. This volume represents a significant increase of US$35 billion over the previous year, solidifying the sector as one of the pillars of the global energy transition. According to the inaugural Global Hydrogen Compass report, published by the Hydrogen Council in partnership with McKinsey & Company, the market has been registering an average annual growth rate of 50% since 2020, with clear signs of natural selection among the most solid projects and the exclusion of the least viable.
China, the US, and Europe are concentrating investments and shaping the future of hydrogen
The report highlights that China leads in total investment, with US$33 billion, followed by North America (US$23 billion) and Europe (US$19 billion), regions that together set the pace of expansion of the hydrogen economy. Committed global capacity already exceeds 6 million tons per year, and could reach up to 14 million tons by 2030 if demand is sufficiently stimulated. Europe, in turn, is expected to account for two-thirds of global demand by the end of the decade.
The publication, which brings together industry data and CEO testimonials, highlights optimism: 74% of leaders maintain or increase their appetite for investment, and 97% believe in the essential role of hydrogen in the decarbonization of hard-to-abate industrial sectors. This scenario reveals an industry transitioning from promise to consolidation—and from ambition to scalable execution.
Access the interactive summary of the report HERE
