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Fuel report
Sep 2025
Global Hydrogen Review 2025 Production prospects to 2030
Only a small fraction of the total project pipeline can realistically start operating by 2030, highlighting policy gaps The potential low-emissions hydrogen production from announced projects that could be available by 2030 has declined compared to in Global Hydrogen Review 2024. With only five years to 2030, and taking into account typical development cycles, which stretch from three to six years, realising the full pipeline of projects seems very difficult. In addition, we estimate that half of the announced projects face deferred start dates compared to the commercial operation date announced by developers. Delays are particularly acute among electrolyser projects…
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Fuel report
Feb 2026
Electricity 2026 Grids
Grids are emerging as a bottleneck for connecting supply, demand and storage A lack of grid capacity is emerging as a critical bottleneck in many regions, driving higher levels of congestion and slowing the deployment of new electricity generation, storage and demand. Grid connection queues have reached record levels worldwide. In response, this year’s report examines the range of measures that regulators and system operators are adopting to “move fast and connect things”: enabling more capacity to be integrated more quickly through regulatory reforms and deployment of technologies that can deliver rapid grid upgrades. Greater demand-side participation and…
- Executive summary
- Demand
- Supply
- Grids
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+ 4 pages
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Technology report
Mar 2025
Demand and Supply Measures for the Steel and Cement Transition Executive summary
The seeds for producing and using near-zero emissions materials have been planted, but acceleration is needed The industry sector requires a massive scale-up of markets for transformative near-zero emissions materials to contribute to the achievement of internationally-agreed government objectives for net zero emissions. Such scale-up requires the production and use of these materials to grow from essentially zero today to capture nearly the entire market within the next few decades, shifting away from high-emissions conventional production and demand. The steel and cement sectors account for 14% of global energy and process-related emissions on…
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