H2Hub · Intelligence

    Intelligence for your project

    Every section here answers a question a development stage has to answer — comparable projects, equipment costs, demand, policy and funding — with each fact traceable to its source.

    Back to your project workspace
    H2Hub · Hydrogen Intelligence

    The evidence your project decisions rest on

    Comparable projects, equipment costs, offtake demand, policy support and funding — the inputs each development stage needs, from screening a site to arguing bankability.

    Fragmented announcements, government data and company disclosures, converted into structured, source-linked evidence you can cite in a project case.

    387
    Curated projects you can benchmark against (2,934 project records tracked)
    46
    Confirmed FIDs in 2026
    78
    Countries you can screen
    124
    Intelligence updates this month
    Weekly Intelligence

    What Changed in Hydrogen This Week

    Major developments across FIDs, cancellations, equipment orders, funding, policy and construction milestones.

    FID2 days ago
    NEOM Green Hydrogen
    Saudi Arabia

    Confirmed final investment decision on Phase 2 electrolyzer expansion.

    Confidence: High
    Company disclosure
    View
    Cancellation5 days ago
    HyDeal España
    Spain

    Developer withdraws from 7.4 GW plan citing offtake and grid access.

    Confidence: Verified
    Government filing
    View
    Equipment Order6 days ago
    Confidential EU project
    Germany

    Firm order for 200 MW PEM stacks — tier‑1 European manufacturer.

    Confidence: High
    Source
    Funding1 week ago
    US Hydrogen Hub — Appalachian
    United States

    DOE releases first tranche of Hub cost‑share funding.

    Confidence: Verified
    Source
    Policy1 week ago
    RFNBO threshold update
    European Union

    Commission clarifies additionality timeline for grid‑connected projects.

    Confidence: Verified
    Source
    Construction Start9 days ago
    H2 Magnum Green Ammonia
    Netherlands

    Groundworks confirmed on 500 MW ammonia synthesis facility.

    Confidence: High
    Source
    Market Snapshot

    The Global Hydrogen Market at a Glance

    Top-level totals across the industry. Historical trends, filters and drill-down are premium.

    2,934
    Project records tracked
    184
    Under construction
    46
    Reached FID (2026)
    312
    Delayed
    88
    Cancelled (24 mo)
    7.4 GW
    Firm electrolyzer orders
    Unlock the full dataset, historical trends and underlying records.
    Country drill-down, company filters, exports, and saved views.
    FID Tracker

    Which Hydrogen Projects Are Actually Moving Forward?

    Many hydrogen projects are announced, but far fewer reach final investment decision. H2Hub separates confirmed investment milestones from preliminary announcements.

    46
    Confirmed FIDs (YTD)
    18.4 GW
    Capacity reaching FID
    USA · EU · Saudi Arabia
    Top 3 markets
    +38%
    YoY change
    ProjectCountryFID DateCapacityDeveloperDetails
    Sample: NEOM Green Hydrogen Phase 2Saudi ArabiaOct 2026600 MWAir Products / ACWA / NEOMOpen
    Confidential projectNorwaySep 2026 Premium Premium Premium
    Confidential projectPortugalAug 2026 Premium Premium Premium
    Confidential projectUnited StatesJul 2026 Premium Premium Premium
    Project Momentum

    Not Every Announced Project Will Be Built

    H2Hub monitors project progress, financing, construction activity, offtake, policy support and recent confirmations to identify whether a project appears to be advancing or losing momentum.

    Strong momentum12%
    Positive momentum18%
    Watch24%
    Elevated risk21%
    Stalled15%
    Insufficient info10%
    Public view shows aggregate distribution. Project-specific momentum indicators, supporting evidence, missed milestones, and source timelines are premium.
    Delays & Cancellations

    The Announcements the Market Often Misses

    Most platforms emphasize new projects. H2Hub also organizes the delays, suspensions and cancellations that reshape the pipeline.

    312
    Delayed this year
    42.1 GW
    Capacity affected
    88
    Cancelled (24 mo)
    57
    Suspended

    Most common delay reasons

    Offtake not secured34%
    Financing delays22%
    Grid / power access17%
    Permitting14%
    Technology readiness8%
    Policy uncertainty5%
    Equipment Orders

    Who Is Winning Real Hydrogen Equipment Orders?

    A 1 GW framework agreement is not the same as a 1 GW firm order. H2Hub distinguishes firm orders from framework agreements, preferred-supplier announcements, feasibility studies and non-binding memoranda.

    7.4 GW
    Firm order capacity
    28 GW
    Framework / preliminary
    14
    Manufacturers tracked
    CustomerManufacturerCapacityClassification
    Sample project — publicTier‑1 European OEM200 MW PEM
    Firm order
    Confidential Premium500 MW
    Framework
    Confidential Premium1.0 GW
    MoU
    Funding & Policy

    Track the Policies and Funding Shaping Hydrogen Markets

    Funding Opportunities

    EU Innovation Fund — Hydrogen call
    Deadline: Q1 2027
    €3.4B
    US DOE H2Hubs — Phase 2
    Deadline: Rolling
    $7.0B
    Japan CfD Auction Round 2
    Deadline: Q2 2027
    ¥3T
    Award history, project recipients and eligibility details are premium.

    Policy Monitor

    EU RFNBO additionality clarification
    EU
    US 45V — final Treasury guidance
    USA
    UK Hydrogen Production Business Model — round 3
    UK
    India Green Hydrogen Mission — auction terms
    India
    Full policy requirements, effective dates, and incentive values are premium.
    Offtake Intelligence

    Where Is Real Hydrogen Demand Emerging?

    H2Hub tracks hydrogen, ammonia, methanol and synthetic-fuel agreements while distinguishing non-binding announcements from confirmed commercial commitments.

    BuyerSellerProductVolumeBinding
    European steelmakerNordic H2 producerH₂80 kt/y
    Non‑binding
    Confidential PremiumNH₃ Premium
    Binding
    Confidential PremiumMeOH Premium
    Binding
    Company Intelligence

    Follow the Companies Building the Hydrogen Economy

    Air Products
    USA
    Developer / IGC
    32 projects tracked Full profile
    Plug Power
    USA
    Electrolyzer OEM
    41 projects tracked Full profile
    thyssenkrupp nucera
    Germany
    Electrolyzer OEM
    27 projects tracked Full profile
    ACWA Power
    Saudi Arabia
    Developer
    18 projects tracked Full profile
    Iberdrola
    Spain
    Developer / Utility
    24 projects tracked Full profile
    Linde
    Ireland/USA
    IGC
    36 projects tracked Full profile
    Featured Premium Analysis

    Which 2026 Hydrogen FIDs Are Most Likely to Reach Construction?

    This analysis reviews financing, offtake, technology, developer history and construction readiness across recently approved projects to estimate which are most likely to progress into construction over the next 18 months.

    Key Finding · Visible

    Projects with binding offtake covering >60% of output and secured EPC contracts are 3.4× more likely to reach construction within 18 months than those relying on MoUs.

    Key Finding · Visible

    Developer track record is the second-strongest predictor — incumbents with prior H₂/ammonia builds outperform first-time developers by a wide margin.

    Key Finding

    Regional analysis of policy support and its correlation with schedule performance…

    Premium
    Key Finding

    Technology-supplier concentration risk across the 2026 FID cohort…

    Premium
    AI Explorer

    Ask the H2Hub Intelligence Database

    Natural-language search across every project, company, policy, order and agreement.

    Membership

    Choose How Deep You Want to Go

    CapabilityPublicH2Hub Premium
    Weekly market highlights
    Selected project records
    Complete project database
    Full FID trackerLimited
    Delay and cancellation databaseLimited
    Equipment order intelligenceLimited
    Policy and funding trackerLimited
    Offtake databaseLimited
    Project momentum analysis
    Company intelligence profilesLimited
    Advanced filters
    Data export
    Saved searches
    Watchlists and alerts
    AI intelligence explorerLimited
    Claim-level source history

    Move beyond headlines. Access the structured evidence behind the hydrogen market.

    Weekly Intelligence Brief

    Get the Weekly Hydrogen Intelligence Brief

    Receive the most important hydrogen FIDs, project delays, equipment orders, funding decisions and policy developments each week — free.

    Understand the Hydrogen Market Beyond the Headlines

    Access structured project data, confirmed milestones, equipment orders, company activity, policy support, funding, offtake and project momentum — all connected to original sources.

    Explore Free Intelligence

    Source-linked · Continuously updated · Built for hydrogen professionals, investors, developers, engineers, researchers and policymakers.