Where the hydrogen industry is actually heading
Deep, sourced analysis synthesised from our reporting — the signal, the patterns, and what they mean for investors, developers and suppliers.
Hydrogen's Reality Check: Targets Shrink, Plumbing Gets Built, and Niches Decide Who Wins
Hydrogen Transport Reality Check: Where Fuel Cells Beat Batteries, and Where They Don't
A segment-by-segment read of 22 transport developments from the past month: trucking is losing the scale race, while maritime niches, rail on non-electrified lines and fixed-route buses carry the real hydrogen case.
The Hydrogen Production Build-Out: A Thin Financed Core Under a Thick Layer of Announcements
Across 32 developments in 30 days, the plants that reached financing or commissioning were mostly European, publicly backed and tied to a captive customer. The gigawatt-scale headlines elsewhere are still waiting for water plans, offtake and a final investment decision.
Hydrogen R&D Intelligence Brief: Signal vs Noise in a Month of Lab Results, Models and Pilot Rigs
Twenty-three published developments, sorted by maturity, verification and scale gap rather than headline: what looks real, what is probably overstated, and what deserves a place on the watch list.