Strategic Intelligence: Hydrogen in Power (2026)

Strategic Intelligence: Hydrogen in Power (2026)

Summary

Hydrogen integration in the power sector is being revisited as systems seek firm, low-carbon options to complement variable renewables and strengthen energy security.

The analyst projects blue hydrogen will lead near-term hydrogen capacity growth due to lower costs and existing gas infrastructure. Green hydrogen will accelerate rapidly from 614.5ktpa (2025) to 2,182.1ktpa (2026) and is expected to dominate by 2030 with 64,959ktpa versus blue hydrogen at 11,763.7ktpa.

Major global economies such as the European Union (EU), China, Japan, India, Australia, and the US are actively refining and accelerating their national hydrogen plans to stabilize the sector.

Scope

• The report provides a thematic overview on hydrogen as a theme and an assessment of its strategic relevance to power markets and electric utilities.
• It provides industry analysis on hydrogen and how it will impact the power sector value chain over the coming years.
• It delivers market size estimates and forward-looking growth projections for the hydrogen sector. It provides a regional breakdown of projected green and low-carbon hydrogen production capacity through 2030.
• The report provides an overview of key upcoming and planned green hydrogen projects globally.
• The report provides an insight on reassessment of hydrogen momentum in the power sector.
• The report delivers key technology, macroeconomic, and regulatory trends influencing hydrogen adoption.
• The report discusses on the use cases of hydrogen in power by utilities.
• It provides an assessment of competitive positions and strategic initiatives among power utility companies adopting hydrogen.

Reasons to Buy

• Gain a clear view of hydrogen as a strategic theme for the power sector and assess why it matters to power markets and utilities.
• Use robust industry analysis to evaluate the current scale of the hydrogen theme and its expected development in the coming years.
• Review hydrogen market size estimates, historical context, and forward-looking growth forecasts to support strategic planning.
• Evaluate the pace and direction of hydrogen development in the power sector, including the factors accelerating or limiting adoption.
• Examine key production methods, including steam methane reforming, coal gasification, electrolysis, and other hydrogen production technologies.
• Understand how power utilities are implementing hydrogen in practice and assess the implications for operations, customers, business models, and revenues.
• Track the technology, macroeconomic, and regulatory trends shaping hydrogen adoption in the power sector.
• Leverage detailed hydrogen value chain analysis to identify key stakeholders, emerging profit pools, and opportunities for strategic positioning.
• Compare the competitive positioning and hydrogen strategies of power utilities to inform partnership, investment, and differentiation decisions.