Browsing: Analysis

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.

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 clean hydrogen production is now expected to reach only 150 million to 160 million tonnes annually by 2050, according to DNV’s latest hydrogen outlook, marking a sharp downgrade from the company’s earlier expectations and reinforcing growing concerns that the hydrogen economy is advancing far more slowly than governments and developers anticipated just a few years ago.