Browsing: Hydrogen

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.

Global hydrogen investment announcements surpassed hundreds of billions of dollars over the past several years, yet the gap between announced capacity and operational deployment remains substantial. According to the International Energy Agency, only a fraction of proposed low emission hydrogen projects worldwide have reached final investment decision stage, underscoring the persistent challenges around infrastructure, financing, and industrial demand creation.

Spain’s hydrogen strategy is increasingly shifting beyond project announcements and toward the consolidation of upstream industrial capabilities, as reflected in the inclusion of the Association of Chemical, Basic, and Energy Industries of Huelva (Aiqbe) and the entry of Ariema into its ecosystem, signaling a growing focus on manufacturing capacity and supply chain integration rather than standalone hydrogen project development.