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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap The hydrogen opportunity
Highlights Ukraine has 18-38 Mtpa of technical renewable hydrogen potential, though economic constraints would result in lower potential. Most potential is in regions with scarce water resources and competition from other industrial activities. Domestic demand for use for steel and fertilisers could reach 2.2 Mtpa, if pre-invasion capacity is restored, and the government target has set a target of 7.2 Mtpa of production by 2050. Most hydrogen production projects proposed prior to the invasion are close to the border with the European Union.Ukraine has a technical potential for solar PV and onshore wind equivalent to 9‑14 times its pre…
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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap Executive summary
More than 3 years of war in Ukraine have left their mark on the energy sector. In the power sector, nearly 80% of the thermal generation and about two-thirds of the hydropower capacity have been damaged or destroyed, leading to a power deficit equal to about one-third of peak demand. Hydrogen demand was nearly 1 Mtpa before the war, predominantly for ammonia production, with only about 40 ktpa from refining. However, assets have since been damaged or occupied and demand has plunged by almost 80%. Steel output, which represents a potential new application for hydrogen, has dropped by almost two-thirds…
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Joint Statement in Support of the IEA-Ukraine Collaboration Programme
…Poland, Sweden, the United Kingdom and the European Commission recognise the efforts undertaken by the IEA to assist Ukraine in establishing a strategic vision for a secure and resilient energy future, including through its support for initiatives to facilitate investment in distributed energy resources. We also recognise the IEA’s work to disseminate key lessons learned from Ukraine, as it works to retain energy security and resilience despite ongoing attacks.We express our appreciation for the implementation of the IEA’s Joint Work Programme with Ukraine, which encompasses key Ukrainian energy priorities, including power sector security, oil and gas supply…
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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap Unlocking the opportunity - A roadmap for action
Highlights Hydrogen represents a long-term opportunity for Ukraine, but action is required in the near term to unlock the full benefits. Work over the first 2-3 years after the war ends can lay the foundations for future market growth without large commitments, such as through studies, planning for regulation and de-risking. In a second stage (5 years) pilot projects would be built to develop experience in the private sector and inform policy. A final stage (10-20 years) would incorporate lessons learnt, with a focus on standardisation, replication and simplification to support large-scale deployment. Each stage…
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Key lessons from Ukraine can inform energy resilience planning worldwide
…and building mechanisms for swift and effective cross-border collaboration.In each case, the report provides a snapshot of what Ukraine has done and delivers practical recommendations that policymakers and regulators elsewhere can take into consideration, based on their national priorities.The IEA has worked closely with Ukraine, an Association country, on energy system resilience, publishing a 10-point plan ahead of the 2024-25 winter, along with a 2025-26 update and a roadmap for decentralising Ukraine's power system. This has provided Ukraine with critical assistance, while also offering invaluable real-world lessons that can inform resilience globally…
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Unlocking Ukraine’s Hydrogen Opportunity: A Roadmap Taking stock of the effect of war
… prior to Russia’s invasion, 40% of Ukraine’s fertiliser output, 46% of its agricultural output and 67% of steel were exported.Power generation capacity has plummeted since Russia’s invasion. Nearly 80% of the thermal generation and about two-thirds of the hydropower capacity have been affected, leading to a power deficit equal to about one-third of peak demand. This is despite industrial electricity demand having halved over the same period and residential demand falling by about 20%.Ukraine was a net gas importer prior to the invasion, and served as a transit country for gas from Russia…