Hydrogen Council

And all of this lack of certainty is not assisting, you know, is not driving a market.

But if you look, for example, at the Hydrogen Council, more FIDs are taken every day.

It's not like...

There isn't movement.

And those who make internal combustion engines are quite fond of it, too.

Do you think that that is a sufficient explanation? Because there is, of course, the Hydrogen Council and there's Hydrogen UK, Hydrogen Europe.

They're all industry funded.

They're all industry funded.

There have also been many project delays and cancellations caused by policy uncertainty and high costs associated with project development.

But after years of hype, is hydrogen finally entering its build phase? To answer this question, I speak with Ivana Ilyamukova, CEO of the Hydrogen Council.

Ivana doesn't sugarcoat when it comes to the hard realities facing the sector, such as unlocking demand, reducing costs and building infrastructure.

However, they are encouraging signs of growth across the world, with projects moving off the drawing board and into construction.

for the hydrogen sector? That's a big question, Pamela.

And we will be actually asking ourselves exactly that.

If you can believe it, the Hydrogen Council will turn 10 years old next year.

And we've seen a lot, a roller coaster of, you know, good and bad and ugly and everything in between.

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Amid green hydrogen being declared integral to a new industrial framework at the Africa Green Hydrogen Summit in South Africa, the Global Hydrogen Council is urging the world to lift its hydrogen production game at pace.

While the summit was being told that South Africa's Just Energy Transition Investment Plan Programme Management Office at the Industrial Development Corporation, had identified 24 hydrogen projects, the Hydrogen Council co-chairperson and Air Liquide CEO, Francois Jacot, was advising the world to bring hydrogen to scale, while simultaneously pointing out that the energy issues triggered by the conflict in the Middle East had reminded all of us that energy security is a vital priority.

While the climate topic, underscored by the latest Northern Hemisphere heat wave, was still a significant hydrogen promoter, it was appropriate that the decarbonisation threat now be joined by the state of the world, sovereignty, energy security, supply resilience, industrial competitiveness, energy strategy, and electrification, which had become the additional strategic imperatives.

Clearly, hydrogen had a key role to play, Jackow explained during a Global Hydrogen Compass 2026 webinar covered by Mining Weekly.

But unfortunately, that upfront cost hasn't been there in order to progress the adoption of hydrogen the same way it has with batteries.

The latest report by the industry body, the Hydrogen Council, points to the same issue from a different perspective.

It says committed clean hydrogen investment has reached around US$130 billion, but supply readiness is ahead of demand, with projects still dependent on firm off-take agreements, policy certainty and infrastructure.

so even if the technology works deployment depends on whether the wider hydrogen economy can become commercially viable and that matters because manufacturers are also trying to reduce the amount of the metals they use in the auto sector stricter emission standards repeatedly raised pgm loadings before manufacturers gradually thrifted the metal back down Ed, as fuel cell and electrolyser technology matures, do you expect the same thrifting process to reduce the platinum needed in hydrogen equipment?

It makes it very hard for people to predict what's going to happen.

So we saw this week gatherings of people on webinars, Hydrogen Council bringing it around.

This is a global body.

The most interesting input, I think, came from two places, China, Korea, but also then probably Europe after that.

Committed investment in clean hydrogen has hit the $130 billion plus mark, driven by global energy security and resilience issues, with 90% of 570 clean hydrogen projects already under construction or in operation.

Clean hydrogen's no longer a future bet, the Brussels-based Hydrogen Council reported in Global Hydrogen Compass, 2026, on Thursday, September 10.

Construction of a capacity of 6.9 million hydrogen tonnes a year is underway right now.

Operational capacity has nearly doubled in the last 12 months, and based on the pipeline, it is predicted that operational capacity will double again in 2027.

An upbeat Hydrogen Council CEO Ivana Jamelkova forecast during a global webinar in which Hyundai Vice Chair and Hydrogen Council Co-Chair Jehun Chang, Sinopec Vice Chair Zhao Dong and Port of Rotterdam Authority CEO Baudivine Siemens also took part.

The latest report, co-authored with McKinsey & Company and informed by the perspectives of some 70 global CEOs, coincides with shifting geopolitical priorities, which are strengthening hydrogen's role as a strategic resilience lever.

As governments seek to strengthen energy security, build more flexible economies and support long-term industrial growth, Hydrogen is receiving renewed attention for its ability to help address multiple strategic priorities alongside deep decarbonisation, complementing growing electrification and use of renewable energy sources.

Being created by this project alone are more than 7,000 jobs in a province that needs a new industry base.