Global low-carbon hydrogen capacity by 2030
Image: GlobalData
Global data This uncertainty around demand, financing constraints and implementation risks will determine the pace of low-carbon hydrogen deployment, despite a growing project pipeline. In its report ‘Hydrogen in Oil and Gas’, the analytics firm said active low-carbon hydrogen capacity was around 2.2 million tonnes per year in February 2026, spread across more than 460 projects, up from 104 in 2020. It said total global hydrogen production capacity could reach 82.3 million tonnes per year by 2030, although only around 2% of that capacity is currently operational, with 26% tied to projects in an advanced stage and 57% still feasible. Most projects remain small-scale; only 10 of the 2,335 planned projects exceed 1 million tons per year.
Topoo said it has terminated supply agreements with First Ammonia following missed project milestones, after deadlines were extended multiple times at the developer’s request. The companies have been working together since 2022 and signed agreements in 2024 for 100 MW solid oxide electrolysis cell (SOEC) electrolysis modules for a green ammonia project in Texas. Topoo said it is conducting an industrial scale assessment of its SOEC technology, expected to be completed by the end of the second quarter of 2026, and confirmed that it remains committed to a separate 50 MW offtake agreement with Forestal.
Kyocera said it has jointly developed two hydrogen-related components with the Japan Aerospace Exploration Agency (JAXA), including hermetic seal connectors that can handle currents of 100 A and 110 A in liquid hydrogen environments. The company said The components have passed durability and hermeticity testing at JAXA’s Noshiro Rocket Testing Center, describing them as the first high-amperage compatible power feed-through terminals for such applications.
Ceres said it is working with Centrica to accelerate the deployment of its solid oxide fuel cell (SOFC) and SOEC technologies for distributed energy applications. The British Ceres Power Holdings said The partnership focuses on sectors such as data centers, manufacturing and logistics, with systems that can today run on natural gas and transition to low-carbon fuels such as hydrogen and biogas.
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