Hydrogen: 5 things to look for in 2025

2025 promises to be a pivotal year for the low-carbon hydrogen and ammonia sectors. Despite persistent challenges – such as cost pressures, securing offtake agreements and navigating complex regulatory environments – key milestones are starting to take shape. We anticipate increased levels of activity across both sectors and a shift towards greater commercialisation, with some surprises along the way.

Drawing on unique insight from Lens Hydrogen, Hydrogen: 5 things to look for in 2025 identifies five critical developments we’ll be tracking closely in the year ahead. Fill in the form for your complimentary copy, and read on for a short introduction to a few of the key themes.

Blue hydrogen will account for a dominant share of investment decisions in the US

In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. Furthermore, we predict that a surge in blue hydrogen investment – with at least three large-scale blue hydrogen projects reaching FID – will see the US emerge as the world's leading blue hydrogen producer.

What do we predict for green hydrogen development in the US? Find out more in the full report.

Will a giga-scale green hydrogen project take FID in 2025?

We anticipate the continued push of giga-scale (1GWe or greater electrolyser capacity) green hydrogen projects, with at least one more giga-scale FID expected to be announced. At the time of writing, around 16 GWe of green hydrogen capacity has reached FID, with projects such as Neom Helios in Saudi Arabia and the Kakinada project in India leading the way.

However, the path to successful large-scale FIDs is not straightforward. Key factors such as securing offtakers, access to renewable energy, favourable regulatory environments, and government subsidies are critical for projects to move forward.

Which proposed green hydrogen projects are the ones to watch in 2025? Where are the emerging growth hotspots? Find out more in the full report. Plus: 

• why Chinese electrolyser exports will see significant deployment in markets outside Europe and North America
• how the persistent mismatch between project FIDs and offtake contracts will progress in 2025 
• what to watch with the surge in low-carbon ammonia investments.

Fill in the form at the top of the page for your complimentary copy of Hydrogen: 5 things to look for in 2025.