Author: Anela Dokso

The UK green hydrogen sector is moving from policy development toward commercial execution, but the transition remains dependent on securing investment, reducing technology risk, and establishing reliable demand. A new partnership between Protium Green Solutions Ltd and ITM Power highlights the industry’s current focus: combining project development expertise with electrolyzer manufacturing capabilities to advance industrial scale hydrogen production.

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The world is on track to invest $3.4 trillion in energy in 2026, yet the most significant shift is not the scale of spending but where the money is flowing. Electricity infrastructure, renewables, nuclear power, storage, and efficiency are attracting nearly twice as much investment as fossil fuels, reflecting how a second major energy crisis within five years is reshaping global perceptions of energy security.

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In 2025 policy frameworks across Europe, the United Kingdom, and the United States collectively converged on a shared assumption that is now becoming structurally difficult to sustain: that green hydrogen production will scale fast enough to supply synthetic fuels for aviation, maritime transport, and increasingly road vehicles.

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South Africa’s battery energy storage market is gaining strategic importance as renewable energy deployment accelerates, but the country’s ambitions to build a domestic manufacturing ecosystem face the same structural challenges that have weakened much of its industrial base: high energy costs, inconsistent demand, and intense competition from low-cost imports.

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