Hydrogen, the New Pillar of France’s Energy Transition

France unveils its new hydrogen strategy, aimed at transforming the energy industry and consolidating its energy sovereignty.

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The French government’s recent announcement marks a decisive step in the country’s energy transition. Aiming for an ambitious production of 6.5 gigawatts of hydrogen by 2030 and 10 gigawatts by 2035, this initiative is part of a drive to redefine the national energy landscape. The French Minister for Energy Transition underlined this direction at the inauguration of a major fuel cell plant in Saint-Fons, a project spearheaded by Symbio, a joint venture involving Michelin, Forvia, and Stellantis.
This strategic plan reveals France’s determination to become a leader in the hydrogen sector, underlining the growing importance of this clean, sustainable energy source. The transition to hydrogen is seen not only as an ecological necessity, but also as an economic opportunity, with the potential to create new markets and boost employment in advanced technological sectors.

Economic impetus and decarbonization

The €9 billion in financial support for the hydrogen industry is designed to secure a competitive price for decarbonized hydrogen over a decade. This significant public support paves the way for efficient decarbonization of industry, particularly in the refining, chemicals and fertilizer production sectors. In addition, the plan calls for the deployment of 500 kilometers of pipelines to link producers, users and storage infrastructures, thereby boosting the efficiency of hydrogen distribution.
France’s decarbonization policy is in line with global climate objectives and the Paris agreements, while seeking to strengthen its energy independence. By favoring low-carbon hydrogen, France hopes to reduce its dependence on fossil fuels and significantly cut its greenhouse gas emissions.

Hydrogen in the European context

France has also secured a major advantage at European level, ensuring that hydrogen produced from nuclear energy enjoys the same benefits as that produced from renewable energies. This decision is crucial, given that energy accounts for up to 75% of the cost of hydrogen production. This measure will enable French manufacturers to continue to benefit from nuclear energy at competitive cost for hydrogen production.
This European recognition of nuclear hydrogen as a clean energy source is a strong signal for the energy industry. It paves the way for greater integration of hydrogen into European energy grids, and strengthens France’s position as a leader in nuclear energy innovation.

France’s hydrogen strategy, soon to be presented to Parliament as part of a bill on energy sovereignty, is an important milestone. It demonstrates a proactive approach to energy and environmental challenges, positioning the country as a key player in the hydrogen sector on an international scale. This strategy is an example of how nations can adopt innovative energy solutions to meet the challenges of the 21st century.

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Electric Hydrogen announces the acquisition of Ambient Fuels and an alliance with Generate Capital to offer up to $400 mn in hydrogen project financing worldwide starting in 2026.
Hynfra PSA strengthens its presence in West Africa with a $1.5bn green ammonia project, backed by the Mauritanian government, with commercial operations expected to start by 2030.
Over 500 hydrogen projects are now under construction or operational worldwide, with total committed investments reaching USD110 billion, representing an increase of USD35 billion in one year.
From 2029, Verso Energy will supply hydrogen produced in Moselle to steel group SHS, supported by a cross-border pipeline and an industrial investment exceeding €100mn.
The success of SGN’s test on a gas pipeline converted to hydrogen confirms Terra Firma Energy’s technological choices, with sites already equipped to accommodate this type of energy investment.
Lhyfe has started supplying Essent with renewable green hydrogen under a multi-year contract, marking a major commercial debut in the Netherlands for the French producer.
The Dutch government grants major funding to RWE to develop an offshore wind-powered electrolysis facility, marking a key step in the OranjeWind project.
ScottishPower pauses its renewable hydrogen projects in the United Kingdom, despite receiving public subsidies, citing a lack of commercial viability under the HAR1 programme.
thyssenkrupp nucera has completed the purchase of key assets from Green Hydrogen Systems, strengthening its position in pressurised alkaline electrolysis for industrial hydrogen production.
GH2 Solar Ltd partners with AHES Ltd to build an electrolyzer plant in Gwalior, targeting 500 MW capacity by 2030 with $19mn government support.
A cooperation agreement, a bilateral carbon-credit mechanism and converging standards lay the ground for India→Japan hydrogen and ammonia flows, with volume targets, price-support schemes and first export projects scaling up.
Hydrogen offtake agreements are multiplying, with Germany and Japan leading, mobilizing producers and industrial buyers in a still nascent but already highly competitive market.
Vema Hydrogen mobilise des experts internationaux pour accélérer la mise sur le marché de son hydrogène minéral, alors que l’entreprise prévoit de forer ses premiers puits pilotes en Amérique du Nord d’ici la fin de l’année.
First Public Hydrogen Authority opens a request for proposals to transport gaseous and liquid hydrogen across California, with a deadline set for September 12.
US-based manufacturer Ohmium unveils a new generation of modular electrolysers integrating all production systems within a reduced footprint, aiming to lower installation and operating costs for green hydrogen.
ABO Energy and Hydropulse join forces to develop decentralised green hydrogen production units in Europe, with Spain and Finland as priority markets.
Next Hydrogen secures two separate loans, including one from its executives, to consolidate liquidity and continue operations while evaluating long-term financial solutions.
Metacon receives EUR 14.9 million from Motor Oil Hellas for the approved delivery of ten electrolysis units, marking the first stage of a strategic industrial project in Greece.
The European Union’s regulatory framework mandates green hydrogen integration in refineries, generating projected demand of 0.5 million tonnes by 2030.

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