I. Executive Summary The global green hydrogen sector, after a period of intense hype and soaring expectations, is undergoing a profound and painful market recalibration. The years 2023 through mid-2025 have been marked by an unprecedented wave of project cancellations, indefinite postponements, and significant scaling-back of ambitions by a wide

Fortescue, the Australian mining giant, has announced the cancellation of two significant green hydrogen projects: the 80MW Arizona Hydrogen project in the U.S. and the 50MW PEM50 project in Gladstone, Australia. This decision comes as the company reports record annual iron-ore shipments, but cites a shift in U.S.

* Details: Air Liquide, a top company in the green hydrogen space, announced on July 23, 2025, the final investment decision to build ELYgator, a 200 MW electrolyzer project in Maasvlakte, Port of Rotterdam, Netherlands. This large-scale project is designed to contribute to European decarbonization efforts, utilizing renewable energy to produce

* Details: Over the past 24 hours, reports indicate a global pullback in green hydrogen projects due to high production costs, weak demand, and regulatory challenges. Notable examples include: * In the U.S., projects like Clean Hydrogen Works in Louisiana and Air Products' blue hydrogen plant have been impacted by

* Details: BP p.l.c. (NYSE: BP) announced on July 24, 2025, its withdrawal from the Australian Renewable Energy Hub, a $36 billion green hydrogen production facility in Australia. This decision is part of BP's broader strategic reset, which includes a shift away from certain renewable energy projects,

Provaris has officially scrapped its Tiwi Hydrogen Project on the Tiwi Islands, Australia, a giant export-oriented green hydrogen initiative with a proposed 2.4GW solar farm and 90,000 tonnes/year hydrogen production capacity. The project, aimed at exporting to Asia, was cancelled due to failure to secure offtake agreements

Green hydrogen developers globally are scaling back investments and scrapping projects due to elevated production costs and weak demand. In Europe, LEAG postponed indefinitely plans for a major green energy hub in eastern Germany, ArcelorMittal shelved a €2.5 billion plan to convert two plants in Germany to green hydrogen

The UK government has finalized long-term contracts for ten commercial-scale green hydrogen production projects under the first Hydrogen Allocation Round (HAR1), following over a year of delays. These projects, selected for a share of £2bn ($2.7bn) in revenue support, include developments by Carlton Power (three projects in Cumbria, Devon,

* Details: Siemens Energy has been awarded a contract by German utility EWE to supply a 280-megawatt electrolysis system for a large-scale green hydrogen project. This initiative is part of Germany's efforts to expand its green hydrogen infrastructure, aligning with the European Union's Hydrogen Strategy. The project

On July 18, 2025, at the Green Hydrogen Summit in Amaravati, Andhra Pradesh signed two MoUs worth ₹51,000 crore, facilitated by NREDCAP and the AP Energy Department. The projects include: * Yamna (UK), represented by Gal Bogin, investing ₹16,000 crore for a 1 MMTPA Green Ammonia project at Krishnapatnam.

On July 18, 2025, Union Minister Pralhad Joshi lauded the Indian Institute of Science (IISc) in Bengaluru for developing a system producing 5 kg of 99% pure green hydrogen per hour from agricultural waste, as announced by the Press Information Bureau (PIB). This carbon-negative process reduces over 1 kg of

On July 10, 2025, the Rocky Mountain Institute (RMI) published “Green Hydrogen Production Pathways for India: Techno-Economic Considerations for Green Hydrogen Project Development,” authored by Ankur Malyan, Parimal Kogekar, and Jagabanta Ningthoujam. The report analyzes production pathways, emphasizing upstream renewable electricity and electrolyzer costs, with key findings detailed in the

Nigeria has unveiled an ambitious plan to produce over 4 million tonnes of green ammonia annually by 2060, as part of its green hydrogen strategy, announced during the Nigeria for Hydrogen (Nigeria4H2) Stakeholders’ Workshop on July 19, 2025, at the Presidential Villa, Abuja. Vice President Kashim Shettima, represented by Tope

* Details: The Tokyo Metropolitan Government announced the results of its first green hydrogen trial trading for fiscal year 2025, marking a step toward establishing market-based pricing for green hydrogen. The exact date of publication was not specified in the snippet, but it was included in recent news, suggesting it falls

* Details: Cummins Inc. has officially exited its hydrogen electrolyser joint venture in China, ceding full control of a 500MW PEM electrolyser factory to Chinese entities, following poor sales performance. This move was reported in the context of broader market challenges, potentially affecting Cummins’ global strategy in the electrolyser sector. * Relevance:

* Details: The Dutch government announced 11 winners in a subsidy auction, allocating €700 million to green hydrogen projects with a combined capacity of 602MW, part of a €998 million budget. This initiative aims to accelerate sustainable hydrogen development, with the subsidies supporting electrolysis capacity significantly higher than previous projects like

Heilongjiang, China – A significant step forward in the global green energy transition was marked recently with the official commencement of construction on a 4.2 billion yuan ($584 million USD) green hydrogen and e-methanol production facility in Shuangyashan, Heilongjiang Province. This ambitious project, known as the Jixian wind-hydrogen-storage-alcohol integrated project,

Chhatrapati Sambhaji Nagar, Maharashtra - Sterlite Technologies Ltd. (STL), a global leader in optical and digital solutions, has achieved a significant milestone in sustainable manufacturing by commissioning Maharashtra's first green hydrogen and green oxygen production facility for optical fiber manufacturing. This groundbreaking initiative, in collaboration with Hygenco, positions

* Details: Researchers from RMIT University, in collaboration with the University of Melbourne, Australian Synchrotron, and the University of New South Wales, have developed a breakthrough method to produce green hydrogen directly from contaminated wastewater. The process uses metal contaminants like platinum, chromium, and nickel as catalysts, eliminating the need for

Nantes, France / Valencia, Spain – Lhyfe, a leading producer of green and renewable hydrogen, has announced significant strides in the decarbonization of industrial processes with the successful completion of its first combustion tests using green hydrogen as a direct replacement for natural gas. The company has also marked a key milestone

Lingen, Germany – BP is advancing its green hydrogen initiatives by launching an "expression of interest" (EoI) for potential buyers of green hydrogen from its under-construction 100MW Lingen Green Hydrogen (LGH2) project in northwest Germany. This move signifies a significant step towards decarbonizing industrial processes and bolstering Germany'

wiss firm Smartenergy has secured €82.5 million in funding for its 100MW green hydrogen project in Valencia, Spain, as reported on July 16, 2025. This initiative aims to decarbonize the ceramics sector, a hard-to-abate industry, by producing green hydrogen using renewable energy. The funding underscores growing investor confidence in

* Details: On July 15, 2025, YPP Corporation, based in South Korea, signed an agreement to invest up to $3.1 billion in Kazakhstan’s Green Energy Complex, producing 75,000 tons of green hydrogen and 310,000 tons of green ammonia annually. The facility, powered by solar and wind plants

* Details: Researchers from RMIT University, University of Melbourne, Australian Synchrotron, and University of New South Wales have developed a method to produce green hydrogen directly from wastewater, published in ACS Electrochemistry (DOI: 10.1021/acselectrochem.5c00064). The technology uses metals like platinum, chromium, and nickel in wastewater as catalysts, eliminating

* Details: The Australian federal government has committed $432 million to support a green hydrogen hub in Newcastle, New South Wales, following Origin Energy’s exit. Led by Orica, the project includes a 50-megawatt hydrogen electrolyser, producing 4,700 tonnes of green hydrogen annually to power Orica’s ammonium nitrate plant,