JOHANNESBURG (miningweekly.com) – Committed investment in clean hydrogen has hit the $130-billion-plus mark, driven by global energy security and resilience issues, with 90% of 570 clean hydrogen projects already under construction or in operation.
"Clean hydrogen's no longer a future bet," the Brussels-based Hydrogen Council reported in Global Hydrogen Compass 2026 on Thursday, September 10.
Construction of a capacity of 6.9-million hydrogen tonnes a year is under way right now.
Operational capacity has nearly doubled in the last 12 months, and based on the pipeline, it is predicted that operational capacity will double again in 2027, an upbeat Hydrogen Council CEO Ivana Jemelkova forecast during a global webinar in which Hyundai vice-chair and Hydrogen Council co-chair Jaehoon Chang, Sinopec vice-chair Zhao Dong and Port of Rotterdam Authority CEO Boudewijn Siemons also took part.
The latest report, co-authored with McKinsey & Company and informed by the perspectives of some 70 global CEOs, coincides with shifting geopolitical priorities, which are strengthening hydrogen’s role as a "strategic resilience lever".
