Hydrogen Council's Compass 2025: A $110 Billion Clean Energy Milestone
Brussels, Tuesday, 9 September 2025.
The Hydrogen Council’s Global Hydrogen Compass 2025 report reveals $110 billion in investments across 500 projects, marking a pivotal moment in the clean hydrogen sector. China leads with $33 billion.
China’s Dominance in the Hydrogen Sector
China is leading the charge with $33 billion in investments, accounting for over 50% of the world’s renewable hydrogen capacity. This ambitious effort positions China as a dominant force in the global hydrogen economy, setting the pace for others to follow [6][7].
North America’s Strategic Position
North America holds the second spot with $23 billion invested, hosting an impressive 85% of global low-carbon hydrogen production. This investment is crucial as the region focuses on scaling up its infrastructure and technologies to meet future energy demands [6][7].
Europe’s Clean Hydrogen Commitment
Europe is not far behind, with $19 billion committed to clean hydrogen projects. The continent’s focus is not just on production but also on meeting nearly two-thirds of the expected 2030 global demand through strategic policies like the Renewable Energy Directive III [6].
Asia’s Emerging Hydrogen Markets
Japan and Korea have committed $6 billion, leveraging policy-backed demand for ammonia in power, primarily through imports. This commitment underpins their strategy to integrate hydrogen into their energy mix, potentially reshaping their energy landscapes [3].
Middle East and South America’s Growing Pipeline
The Middle East and South America are emerging players, with the former investing $11 billion in renewable and low-carbon hydrogen projects. In contrast, South America is harnessing its abundant renewable resources, with 98% of its projects being renewable [3].
Oceania’s Modest Yet Promising Start
Oceania’s hydrogen journey starts with $1 billion in investments, focusing on renewable hydrogen production. Despite a slow start, the region’s potential is significant given its renewable energy resources, although it’s hindered by a lack of international trade economy [3].
The Path Forward
The Global Hydrogen Compass 2025 report paints an optimistic picture of the hydrogen sector. With over 500 projects maturing and a $110 billion investment, the industry is moving from ambition to delivery. However, consistent policy support and effective execution are vital for unlocking hydrogen’s full potential as a clean energy source [7].