Fast Tracking Hydrogen Market Maturity.pdf

Stellarix1 3 views 5 slides Oct 27, 2025
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About This Presentation

The significant gap between hydrogen’s ambition and implementation reality demands a strategic effort to address cost competitiveness, demand projection, and infrastructure.
The path forward is simple, pragmatic, and interconnected.
Ready to translate your energy transition strategy into action? C...


Slide Content

Strategic Pathways to
Fast-Forward Hydrogen
Market Maturity

If all announced projects are completed, hydrogen
production would reach 37 million tonnes annually by 2030.
However, as per realized FIDs, the same figure will reach
4 million tonnes in the next five years.
On this scale, hydrogen will only meet 4% of
global demand, which remains 99% carbon-intensive.
The Ambition
V/S Reality Gap
Implication:

The Triple Imperative:
Cost, Demand & Infrastructure
The prospect of green hydrogen’s cost competitiveness is
highly threatened by the scaling back of green hydrogen projects.
For instance, the EU is now aiming for only 3-4 million tonnes
of renewable hydrogen from the initial 20 million tonnes .
The complete value chain remains in its infancy demanding
massive coordinated investments.
Implication:

Strategic Pathways to
Solve the Challenge
Combined policy and economic support from
different countries could lay the groundwork for
a future multi-trillion-dollar global green hydrogen
market. Key measures that could help:
MoUs between producer and consumer nations
Initiatives to bridge the price gap, like Germany-Australia’s
€400 million joint funds
Global certifications from multilateral bodies like IRENA
For More...

Explore the opportunities
with our experts atwww.stellarix.com
Jagmeet Singh Matharu
AVP - Client Partnership
Pinkesh Shah
Business Leader
Energy, Chemicals & Materials
Date: 3-6 November 2025
Venue: ADNEC, Abu Dhabi, UAE