💡 KtalystInsights – GreenHydrogenExports?
Projects till date 250announced
Operation less than 10percent or revenue-generating.
India is promising but small-scale.
Australia & UK have paused projects due to infra issues.
MiddleEast is building—but for exports, not domestic decarbonisation.
China is overproducing electrolyzers, not hydrogen.
GreenHydrogen: Big Bets, Blunt Realities & Billions at Stake
🔍 “When decarbonisation dreams meet deployment delays.” — KtalystInsights
📊 H1_2025 Global Snapshot – What’s Hot, What’s Not
🌍 Region 💡 Progress 💸 Investment (USD) ❌ Reality Check with Timeline
🇮🇳 India GST proposed: 18% ➡️ 5% on green H₂ Policy incentive ⏳ Draft policy under review – rollout expected Q3 2025
🇮🇳 India Adani’s 5 MW off-grid plant live (Gujarat) ~$6.5M ⏳ Commissioned, but commercial offtake undefined till mid-2026
🇮🇳 India Greenzo wins ₹320 Cr (~$38.5M) EPC order Private project with Oswal ⏳ Project groundwork begins late 2025; output expected mid-2027
🇮🇳 India Toyota + Ohmium microgrid pilot Strategic collaboration ⏳ Pilot in Q2 2025, scalability assessment due early 2026
🇦🇺 Australia Fortescue’s Gladstone H₂ plant paused $650M on hold ⏳ Paused indefinitely; next review Q4 2025
🇦🇺 Australia NSW Hydrogen Hubs get AUD 100M (~$67M) federal grant Policy grant ⏳ Infra permits delayed; construction pushed to 2026
🇪🇺 EU €1B Hydrogen Bank funds 15 projects ~$1.08B ⏳ First rollouts begin late 2025, full ramp by 2027
🇨🇳 China Electrolyzer orders 2025 > 2024 total >$500M ⏳ Plants built; idle capacity reported in Q1 2025
🇺🇸 USA Trump’s 45V subsidy shortened ~$40B investment risk ⏳ Credits expire sooner (by 2027); FIDs slowing Q2 2025
🇬🇧 UK SSE & Equinor pause Keadby H₂ project $100M project paused ⏳ Review delayed till 2026, pending cost benefit clarity
🇮🇹 Italy Edison-Italgas blend 20% green H₂ in Sardinia <$5M pilot ⏳ Testing ends Q3 2025; national scale-up unclear
🇨🇦 Canada HyVera launches mobile Indigenous green H₂ <$2M seed ⏳ Deployed in BC, Alberta rollout planned Q1 2026
🇸🇦 SaudiArabia NEOM’s 4 GW green H₂ under construction $8.4B total CAPEX ⏳ Phase-1 exports via ammonia from late 2026 onward
🇦🇪 UAE ADNOC signs green ammonia deals with Japan, Germany ~$3B MoUs signed ⏳ Exports planned 2027; domestic use still in infancy
📉 Green H₂ Economics – The Hard Math (2025)
💰 Green H₂ cost: $3–$6/kg vs Grey H₂: ~$1/kg
⚙️ Electrolyzer CAPEX: $1.2–1.5M per MW
🎯 Global parity goal: $1.5/kg by 2030 → Needs $300B+ investment
⏳ Timeline truth: The real hydrogen economy won’t arrive before late 2026–2028. Until then, it’s pilot mode + policy prep.
💬 Your take:
Is green hydrogen a sunrise sector—or a sunrise stuck in traffic?
GreenHydrogen KtalystInsights Hydrogen2025 EnergyTransition India2030 MiddleEastEnergy PolicyToProfit CleanTechWatch GlobalHydrogenWatch NamasteIndia
Originally published on LinkedIn on 2025-06-27 04:57:49: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7344227431928553474
NamasteIndia ranks 6th in the top 14 countries producing wind power as of 2023, along with their percentage increase in wind power capacity over the last 10 years:
1. China: 885 TWh (+190%)
2. United States: 425 TWh (+70%)
3. Germany: 137 TWh (+40%)
4. Brazil: 95 TWh (+210%)
5. United Kingdom: 82 TWh (+60%)
6. India: 71 TWh (+50%)
7. Spain: 60 TWh (+30%)
8. France: 45 TWh (+80%)
9. Canada: 35 TWh (+50%)
10. Italy: 30 TWh (+25%)
11. Sweden: 28 TWh (+90%)
12. Australia: 25 TWh (+120%)
13. Turkey: 22 TWh (+100%)
14. Netherlands: 20 TWh (+150%)
Future_Potential:
China: Exceptional wind resources due to its large land mass and long coastline.
United_States: Vast areas with high wind speeds, especially in the Midwest.
Germany: Consistent wind flow in the North Sea region.
Brazil: Strong wind flow in coastal regions.
United Kingdom: Excellent wind conditions, particularly offshore.
India: Significant potential in coastal areas like Tamil Nadu and Gujarat, and hilly regions such as Himachal Pradesh.
Countries with Untapped Wind_Power_Potential:
Russia: Despite significant wind potential, it generated less than 1% of its electricity from wind in 2023.
Japan: Has strong wind resources but has not fully developed its wind power infrastructure.
South_Korea: Similar to Japan, it has good wind potential but limited development.
These countries have the right wind conditions to further increase their wind power capacity in the future.
Originally published on LinkedIn on 2024-09-19 10:31:36: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7242480441604161536
NamasteBloomingIndia Sembcorp Industries sets ball rolling for Rs 36,000 crore TN project
Singapore’s Sembcorp Industries Ltd has initiated a significant investment of ₹36,238 crore (approximately $4.3 billion USD) to establish a green hydrogen facility in Thoothukudi district, Tamil Nadu
Initial Contracts: Signed with Italy-based Maire’s engineering and construction solutions arm, Tecnimont, and its sustainable technology solutions arm, Nextchem
Job Creation:Around 1,511 jobs expected in the Thoothukudi area
Export Plans: Collaboration with Japanese players (Sojitz Corp and Kyushu Electric Power) to export India-made green hydrogen to Japan
Innovative Approach: Leveraging Nextchem’s digital tool ArcHy (Architecture of Hydrogen systems) to optimize renewable power usage and minimize the levelized cost of ammonia production
Originally published on LinkedIn on 2024-07-16 12:28:35: https://www.linkedin.com/feed/update/urn%3Ali%3Ashare%3A7218954669396529154
