Hydrogen - EnkiAI

Line chart of projected green hydrogen costs by region (China, India, Spain, Texas, Germany) from 2023 to 2050, decreasing overall; Germany/green line near lowest, costs around $2–3/kg by 2050; note subsidies not included; source BloombergNEF.

Sunfire Hydrogen 2026, 50 MW Module vs Air Products

Alkaline Electrolysis Cost Trajectory, 60% Chinese Cost Drop, €149 M Lhyfe…

Cummins Hydrogen 2026, $4B Topsoe Project Canceled

Blue Hydrogen Viability Gap, $458 M Cummins Write-Down, $3.5 B DAC Hub…

Bar chart showing Chinese electrolyzer prices near BNEF’s 2030 forecast: Benchmark price in 2023 around $200, BNEF’s 2024 forecast for 2025 about $170, and BNEF’s 2024 forecast for 2030 about $120, with dashed lines indicating Sungrow’s and Longi’s 2026 prices. Source: BloombergNEF.

Forvia Hydrogen 2026, $47M Sinopec Investment

Alkaline Electrolysis Manufacturing in China, 60% Global Capacity, 4-6 x Lower…

Infographic showing impact analysis of key factors for global green steel market with drivers, restraints, and opportunities and colored Low/Medium/High bars with markers.

SSAB Hydrogen 2026, $1B with Cleveland-Cliffs

Top 10 Green Hydrogen DRI Plants: SSAB's $500 M DOE Grant and Arcelor Mittal's…

Two-panel process diagram: (a) decarbonation reactor with raw carbonate material and heat; (b) Leilac cement kiln showing CaCO3 → CaO + CO2 and clinker output with gas/solid flows.

Akmenės cementas Hydrogen 2026, $150B Chain, Heidelberg

Green Hydrogen in Cement 2026: 10 x Cost Gap vs. Coal, €600 M Decarbonization…

Bar chart of hydrogen investment by year (2021–2025) across three project stages: Announced Projects, Projects in FEED Phase, and Projects with FIDs; values shown in US$ billions with 2024 peaking for Announced (~520) and 2023 FEED peak (~270). Source: GECF Secretariat based on Hydrogen Council 2025 Report

Air Products Hydrogen 2025, 200 MW with Yara

Top 10 Green Hydrogen Projects: Air Products' 1.2 M Tonne Deal, 4 GW Power, and…

Bar chart of Hydrogen Electrolyzer Market Revenue (USD Mn) from 2020 to 2035, final year 7,595; CAGR 25.6% (2025–2035).

Sunfire's Electrolyzer Wins: 200 MW for Spain, P2X Solutions Deals, and €200M Financing (2025 to 2026)

Sunfire's Electrolyzer Wins: 200 MW for Spain, P2X Solutions Deals, and €200M…

Bar chart of Hydrogen Electrolyzer Market Revenue (USD Mn) rising from 2020 to 2035, hitting 7,595 in 2035; CAGR 25.6% (2025–2035).

ITM Power's PEM Electrolysis, 710 MW Stablegrid Deal, £86.5M UK Grant, and Projects (2025 to 2026)

UK-based ITM Power is solidifying its role as a central figure in the green…

Bar chart of Hydrogen Electrolyzer Market Revenue Growth (USD Mn) from 2020 to 2035, rising from about 600 in 2020 to 7,595 in 2035, CAGR 25.6% (2025–2035).

Cummins and electrolyzers

Cummins and electrolyzers Cummins' PEM Electrolysis Pivot: $458M Write-Down, bp…

Bar chart of hydrogen electrolyzer market revenue (USD Mn) from 2020 to 2035, rising to 7,595 in 2035 with a 25.6% CAGR (2025–2035).

Siemens Energy and electrolyzers

Siemens Energy and electrolyzers Siemens Energy's PEM Electrolysis Push, 200 MW…