Hydrogen

India’s LNG Portfolio and Hydrogen Shift: Market Signals for Europe

Posted in Analysis, Country Report, Hydrogen, LNG on

By Akul RAIZADA, January 2026

India is pursuing a three-pronged LNG import strategy, with long-term contracts with Qatar serving as the anchor, US-indexed and portfolio contracts providing flexibility, and residual spot exposure offering optionality. While green hydrogen is expected to progressively replace grey hydrogen, significant gas displacement is not expected before 2035. For Europe, the impact is transmitted through supplier behaviour and contract mix rather than competition for spot or flexible cargoes. Global LNG suppliers increasingly view India as the growth hedge and Europe as the flexibility hedge, making India’s growing demand critical for portfolio optimisation.

GLOBAL HYDROGEN MARKET – 2025 ASSESSMENT

Recent trends and prospects

Posted in Biogas – Biomethane – Green Gas, Hydrogen on

CEDIGAZ has recently published its annual survey on the global hydrogen market along with comprehensive databases on low-emission hydrogen production projects worldwide. The report tracks recent policy and market developments of the global low-emission hydrogen sector. It also focuses on project development and medium-term supply prospects.

The hydrogen industry is at a pivotal stage, with significant progress made in investments, policy support, and project development. However, the market remains in its infancy, with substantial challenges in cost, infrastructure, and demand uptake. The next five years will be critical for scaling hydrogen production and establishing a global market. Stronger policies, international collaboration, and technological advancements are essential to unlock hydrogen’s full potential as a cornerstone of the energy transition.

Canada’s Clean Hydrogen Pathway: Harnessing multiple assets for global leadership

Posted in CEDIGAZ Insights, Hydrogen on

The International Association Cedigaz has just released its Hydrogen Market Review: “Canada’s Clean Hydrogen Pathway: Harnessing multiple assets for global leadership”, which assesses market developments, policies and prospects of the hydrogen industry in Canada. The report also provides information on Canadian clean hydrogen projects.