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Clean hydrogen struggles to attract financiers amid demand and policy uncertainties

A study by the Oxford Institute for Energy Studies identifies long-term offtake contracts as the main bankability factor for hydrogen projects, in a context where only 13% of contracted volumes benefit from binding agreements.

Clean hydrogen struggles to attract financiers amid demand and policy uncertainties

CountriesAustralie, Allemagne, Royaume-Uni, Arabie Saoudite, États-Unis
CompaniesArcelorMittal, ING, Air Products, Oxford Institute for Energy Studies
SectorÉnergie Hydrogène
ThemeMarchés & Finance

Low-carbon hydrogen continues to face major financial obstacles despite its potential role in industrial decarbonization. According to an analysis published by the Oxford Institute for Energy Studies (OIES) and ING, demand and public policy risk constitute the main barriers to obtaining financing. The International Energy Agency (IEA) has revised downward its low-carbon hydrogen supply forecast to approximately 37 million tonnes by 2030, compared to an initial estimate of 150 million tonnes needed to meet net-zero targets. This revision reflects project cancellations, cost challenges, and regulatory uncertainties hindering sector development.

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Énergie Hydrogène