Hydrogen’s Reality Check: Where Are the Real Opportunities?

In this episode.Is the global hydrogen market living up to the hype—or are ambitions still outpacing reality?In this episode of Energy Insights, Stuart Broadley is joined by EIC Energy Analysts Jack Boggis and Muhammad Ekrahm Nawas Khan to explore the key findings from EIC’s latest series of hydrogen market intelligence reports covering Europe, APAC, Africa and South America.Together, they examine where hydrogen projects are moving forward, where development is slowing, and the challenges preventing more projects from reaching final investment decision. The discussion explores Germany’s growing role as Europe’s leading hydrogen market, India’s rising project pipeline, the challenges facing Australia, and the shift towards smaller-scale and domestic hydrogen projects in Africa and South America.From infrastructure and renewable power to financing, offtake agreements and global supply chains, the episode asks a critical question: where are the real opportunities in the global hydrogen market—and how close are we to seeing hydrogen become a globally traded energy commodity?What Is the EIC? The Energy Industries Council (EIC) is one of the world’s largest energy trade associations. As a not-for-profit organisation, it supports more than 950 member companies involved in the global energy value chain. EIC operates internationally, with offices in London, Kuala Lumpur, Rio de Janeiro, Houston, Dubai, and soon, Berlin.It is energy agnostic, supporting all parts of the energy sector. From mature renewable onshore and offshore sectors like wind, solar and hydropower; to grid infrastructure and large nuclear; to hydrocarbon sectors like oil & gas, LNG, FPSO, decommissioning, upstream, midstream and downstream; to emerging low-carbon sectors like hydrogen, carbon capture, CCUS, energy storage, BESS, biofuels, SAF (sustainable aviation fuels), and geothermal.EIC provides a wide range of services, including access to global market intelligence, CAPEX and OPEX project data, consulting support, events, business development opportunities, and advocacy. It also facilitates connections with key decision-makers and policymakers in the energy sector worldwide.Stay Connected with EIC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about the EIC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Explore EIC membership ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about the Five Golden Rules for a Healthy Energy Supply Chain⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn about EIC Consult⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Explore our market intelligence reportsContact Stuart Broadley about doing your own C-level EIC podcast at [email protected], engineered, and promoted by: Samara Bernardo, Lucas Almeida, João Otero, Isabella Costa, Laura Carvalho, and Clara Machado.