Global Hydrogen Analysis

In partnership with HydrogenCalc

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Global hydrogen market intelligence that equips businesses with the insight to understand today’s markets, assess hydrogen’s role in the energy transition, and identify the trends shaping future energy opportunity.

 

What is global hydrogen market intelligence? It is a data- and insight-driven view of a fast-evolving hydrogen market that clarifies how hydrogen is used today and how it will evolve. OPIS Global Hydrogen Analysis delivers precisely this global hydrogen market intelligence, pairing expertise and proprietary datasets (current, historical and outlook data) across production costs, projects and offtake intelligence, hydrogen balances in refineries and global industrial hubs, outlook supply-demand balances, and technology specifications for OEM electrolyzer data.

Why is hydrogen market intelligence important for energy strategy? Because the hydrogen market remains complex and opaque, and stakeholders need a clearer view of where and how hydrogen is used today, how costs are developing, how projects are advancing, and the demand signals driving their development. OPIS provides global hydrogen market intelligence with current and future insights and outlooks that matter most for strategy, investment and commercial decision-making.

Request a demo to see how OPIS Global Hydrogen Analysis can support market strategy, investment evaluation and commercial decision-making.

View the OPIS Global Hydrogen Analysis factsheet to learn more.

Watch the video below to see Global Hydrogen Analysis in action and explore how it helps track costs, projects, and demand across the hydrogen value chain.

Hydrogen market intelligence powered by data, analytics and reports

Track the molecule where it is today

Understand how hydrogen is used in industry today, such as in refineries, which are the largest consumers worldwide. Access details on sourcing, internal generation versus external merchant purchases, and metrics on refinery consumption and CO2 emissions—foundational inputs to hydrogen production cost analysis and long-term planning.

Comprehend its distribution across global hubs

Gain insight into hydrogen balances in significant industrial and petrochemical hubs (e.g., US Gulf Coast, Northwest Europe) to see short/long dynamics and flows. This global hydrogen market intelligence helps identify where supply-demand gaps create opportunities.

Monitor global project development and emerging demand

With more than 4,000 industrial and green hydrogen projects tracked in a dynamic hydrogen project database, a dynamic dashboard shows where momentum is building, projects reaching FID, emerging offtake and demand opportunities, and next-level insights such as projects spend and risk assessment. The hydrogen project database strengthens visibility into where new capacity will land and when.

Access and evaluate proprietary data on green hydrogen technologies

Use an OEM electrolyzer model database with stack and model parameters (system size, efficiency, power requirements, CAPEX, water consumption) and scenario tools to assess costs by geography and configuration. The OEM electrolyzer model database enables apples-to-apples comparisons for technology selection and bankable proposals.

Understand hydrogen costs with more confidence

Gain transparency into hydrogen production costs across grey, blue and green pathways through cost-based methodologies, localized inputs and technology-specific assumptions. Our hydrogen production cost analysis, coupled with user-defined calculators, supports business cases in more than 30 countries. Repeatable hydrogen production cost analysis underpins offtake negotiations and policy valuations.

Assess hydrogen’s long-term outlook

Access country- and region-level supply-demand balances, import/export outlooks, and integrated, cross-commodity intelligence (across downstream & upstream sectors) to better assess market tightness, project viability and downstream opportunity through 2060.

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How the global hydrogen market is expected to grow by 2030

Our outlook indicates rapid capacity additions in low-carbon and green hydrogen projects, increased electrolyzer deployments, and rising demand from refining, ammonia and methanol, with early growth in iron & steel and sustainable fuels. By 2030, global capacity and consumption are expected to expand materially as policies, incentives and offtake frameworks mature—insights captured in our global hydrogen market intelligence and reflected across the hydrogen project database and cost outlooks.

Main demand drivers and largest consumers worldwide

The principal drivers of demand include decarbonization requirements in refining, low-carbon ammonia for fertilizer and shipping, methanol for chemicals and e-fuels, and emerging use in direct reduced iron (DRI) for green steel and sustainable aviation fuels. Today, the largest consumers are refineries and ammonia producers, followed by methanol and chemicals, with iron & steel and alternative fuels gaining share as projects advance and costs decline.

Product features include

  • Monthly Global Refinery Hydrogen utilization data (production, consumption, purchases, emissions).
  • Monthly Hydrogen Report with costs, commentary and market developments.
  • Real-time updated hydrogen project and offtake/demand tracking via a comprehensive hydrogen project database.
  • Quarterly Hydrogen Balances in key hubs and countries.
  • Electrolyzer manufacturer and model-level specs through an OEM electrolyzer model database.
  • User-defined calculators and scenario tools for hydrogen production cost analysis.
  • Annual hydrogen supply-demand analysis through 2060.
  • Historical and forecast data plus long-term annualized outlooks.
  • Hydrogen production cost coverage in 30+ countries.
  • Global coverage across major regions.
  • Country-level supply, demand and trade analysis.
  • Coverage across grey, blue and green hydrogen.
  • Global project intelligence including project-level offtake and demand analysis.
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OPIS: Not treating the molecule in isolation

  • Covering hydrogen in industry today provides the comprehension needed to understand the future green and low-carbon hydrogen sector
  • Insights and outlooks integrate OPIS expertise across all major industrial sectors (refining, ammonia, methanol, chemicals & plastics, iron & steel) to deliver an integrated, cross-sectoral outlook on the market

Built in partnership with HydrogenCalc

OPIS Global Hydrogen Analysis is strengthened through its collaboration with Hydrogen Calc, combining OPIS’s market expertise, analytics and reporting with Hydrogen Calc’s global hydrogen intelligence platform. The collaboration enhances the service with proprietary data, technology intelligence and modeling tools. Hydrogen Calc brings industrial expertise built over several decades of experience in industrial gas services and in the supply & operation of some of the largest refining and chemical complexes globally.

Who should use OPIS Global Hydrogen Analysis

OPIS Global Hydrogen Analysis is designed for stakeholders across the value chain, this includes existing and future producers, operators and project developers, as well as financial, policy, logistics and other stakeholders in the conventional and low-carbon hydrogen industries—especially those needing an OEM electrolyzer model database, hydrogen project database, and rigorous hydrogen production cost analysis to inform strategy.

  • Hydrogen producers
  • Project developers and EPC companies
  • Traders
  • Refiners
  • Technology suppliers
  • Chemical producers and operators (ammonia, fertilizer, methanol, plastics etc.)
  • Iron and steel operators and green steel developers
  • Alternative fuel project developers (biodiesel, renewable diesel, sustainable aviation fuels SAFs etc.)
  • Low-carbon power generation and storage developers
  • Port and terminal operators

OPIS Global Hydrogen Analysis helps to answer the following questions:

  • What are hydrogen balances in global hubs, and how are the short/long dynamics across captive, merchant and by-product hydrogen streams?
  • How do refinery hydrogen balances, utilization and emissions vary across regions and assets?
  • How are hydrogen projects progressing through FID and which geographies are emerging for competitive hydrogen project deployment?
  • Where is the offtake going to take place, at which price and by which companies?
  • Where do supply-demand gaps exist, and what is the long-term outlook?
  • Where can accurate electrolyzer OEM data be obtained, such as stack size, efficiency, Capex etc. to support hydrogen project development?
  • Which tools can reliably support process calculations for green hydrogen business cases, with flexibility for defaults and user-defined parameters?
  • What technologies are likely front runners & their financial parameters?
  • How have hydrogen costs evolved globally – from the 2000s till date – and what cost benchmarks can support commercial business cases?
  • What policies, technologies and downstream demand drivers are shaping the next phase of market development?

Request a demo to see how OPIS Global Hydrogen Analysis can support market strategy, investment evaluation and commercial decision-making.

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