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Strategic Intelligence: Hydrogen

Publisher GlobalData
Published Mar 13, 2026
Length 56 Pages
SKU # GBDT21066011

Description

Strategic Intelligence: Hydrogen

Summary

The global hydrogen economy is evolving, entering a new inflection point in 2026 amid shifting market realities, changing policy landscapes, and critical execution challenges. As of February 2026, active low-carbon hydrogen capacity stood at around 2.2 mtpa, with over 460 projects in operation, compared to 104 in 2020. Yet, despite an impressive increase in count of active projects, capacity additions remain far below the levels needed to meet the near-term targets set by the IEA Net Zero Emissions (NZE) scenario. Majority of projects starting by 2030 are still in the feasibility stage, with a low likelihood of being commissioned on schedule. Financing hurdles have deepened as demand projections have softened, particularly in North America, where policy change has weighed on the progress of certain high-profile projects.

Scope
  • This report evaluates the participation of oil and gas companies in hydrogen economy.
  • It analyses the scope of hydrogen for the oil and gas industry and identifies key players across the value chain.
  • The report provides an overview of the competitive positions held by oil and gas companies, and contractor companies in the hydrogen theme.
  • The report includes sector scorecards for integrated oil companies ranking them with respect to thematic exposure, market valuation, and overall investment risk.
Reasons to Buy
  • Identify recent industry, technology, and regulatory trends in the hydrogen theme.
  • Evaluate the participation of oil and gas industry players in hydrogen economy.
  • Identify and benchmark key oil and gas companies and their role in the hydrogen theme.
  • Identify and benchmark key contractor companies participating in the hydrogen market.

Table of Contents

56 Pages
Executive Summary
Players
Technology Briefing
The role of low-carbon hydrogen in industrial decarbonization
Hydrogen production methods
Steam methane reforming (SMR)
Auto-thermal reforming
Pyrolysis
Coal gasification
Electrolysis
Other production methods
Carbon capture
Hydrogen transportation
Pipelines
High-pressure tube trailers
Liquefied hydrogen tankers
Chemical carriers
Hydrogen applications
Refining
Petrochemicals and chemicals
Fuel cells
E-fuels
Power generation and energy storage
Commercial and residential heating
Trends
Industry trends
Technology trends
Regulatory trends
Industry Analysis
Hydrogen capacity outlook
Hydrogen production by type
Hydrogen production outlook to 2030
Regional capacity landscape
Hydrogen pipelines, exports, and imports
Active and upcoming hydrogen pipeline development by region
Export and import-oriented hydrogen regions
Upcoming hydrogen pipelines
Hydrogen end-use applications
Competitive landscape
Timeline
Value Chain
Energy source
Production
Transport, storage, and distribution
End use
Services
Companies
Oil and gas companies
Contractors
Sector Scorecards
Integrated oil and gas sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
Report Authors
About GlobalData
Contact Us
List of Tables
Table 1: Industry trends
Table 2: Technology trends
Table 3: Regulatory trends
Table 4: List of the most prominent upcoming low-carbon hydrogen projects.
Table 5: Upcoming hydrogen pipelines
Table 6: Oil and gas companies
Table 7: Contractors
Table 8: Glossary
Table 9: GlobalData reports
Table 10: Report Authors:
List of Figures
Figure 1: Who are the leading players in the hydrogen theme, and where do they sit in the value chain?
Figure 2: GlobalData’s thematic framework for energy transition
Figure 3: Green hydrogen leads the total low-carbon hydrogen announced capacity
Figure 4: Active and upcoming blue and green hydrogen capacities
Figure 5: Regional hydrogen production capacity: 2025 snapshot and 2030 outlook
Figure 6: Australia and the US rank top among countries in upcoming low-carbon hydrogen capacity
Figure 7: Europe is expected to have the most extensive hydrogen pipeline network by 2030, based on the combined length of all planned pipelines
Figure 8: Refining and petrochemicals sectors lead the low-carbon hydrogen consumption
Figure 9: Significant upcoming low-carbon hydrogen capacity among leading oil and gas companies
Figure 10: Upcoming low-carbon hydrogen capacity among leading players
Figure 11: The hydrogen story
Figure 12: Hydrogen value chain
Figure 13: Hydrogen value chain: Production
Figure 14: Hydrogen value chain: Transport, storage, and distribution
Figure 15: Hydrogen value chain: End use
Figure 16: Hydrogen value chain: Services
Figure 17: Who does what in the integrated oil & gas companies’ space?
Figure 18:Thematic screen
Figure 19: Valuation screen
Figure 20: Risk screen
Figure 21: Our approach to identifying the companies most likely to succeed in a sector over the next five years

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