Mitsubishi Green Hydrogen Turbines, 840 MW IPP Launch, 50% Blend Test with Georgia Power, and 4 Major Orders (2021 to 2026)

Commercial-Scale Hydrogen Co-Firing, Mitsubishi Validates Market Viability

Mitsubishi has moved its hydrogen strategy from technology demonstration to commercial-scale deployment, validating the economic and technical case for using hydrogen blends in existing gas power infrastructure. This shift is defined by the commissioning of flagship projects and securing new international orders, which provide critical operating data and establish a bankable model for asset owners. The company’s approach de-risks the energy transition by enabling immediate emissions reductions with hydrogen blends, while creating a clear upgrade path toward 100% hydrogen use.

Mitsubishi’s Shift from R&D to Deployment

Between 2021 and 2024, Mitsubishi‘s hydrogen activities were centered on technology development and announcing the capabilities of its hardware. The focus was on engineering turbines capable of co-firing hydrogen and building a future project pipeline. In contrast, the period from 2025 to today is marked by the execution and operation of these large-scale projects, proving the technology works in real-world commercial settings and providing a foundation for companies like Microsoft to meet their clean energy goals.

• The landmark 840 MW Intermountain Power Project (IPP) in Utah, using Mitsubishi turbines, began commercial operations in 2025. It is initially running on a blend of 30% green hydrogen, with a clear plan to reach 100% green hydrogen by 2045.
• In June 2025, Mitsubishi Power and Georgia Power successfully completed a 50% hydrogen blend test on an M 501 GAC turbine at Plant Mc Donough-Atkinson. This was a critical validation of the hardware’s performance at higher blend ratios on a commercially operational unit.
• The company expanded its applications beyond power generation, with Mitsubishi Fuso revealing hydrogen combustion and fuel cell heavy-duty truck concepts at the Japan Mobility Show 2025. This signals a strategic intent to enter the hydrogen mobility market.
• In the industrial sector, a project with Kirin Brewery scheduled to start its demonstration phase in June 2026 aims to replace natural gas with 100% green hydrogen for process heat, demonstrating a viable path for industrial decarbonization.

Securing a Global Project Pipeline

Building on the success of its U.S. projects, Mitsubishi has begun securing new orders and partnerships globally. This expansion confirms that its phased blending strategy is gaining traction in international markets planning their own hydrogen infrastructure. These new projects, similar to efforts by Shell to build integrated hydrogen hubs, are crucial for building a global market and driving down costs through scale and repetition.

Mitsubishi A$14.5 M Investment, Strategic Funding for Geologic and Turquoise Hydrogen

Mitsubishi is actively diversifying its hydrogen production strategy by investing in next-generation technologies beyond conventional green and blue hydrogen. These strategic investments in geologic (natural) hydrogen and methane pyrolysis (turquoise hydrogen) create technological optionality, positioning the company to capitalize on potentially disruptive, low-cost production pathways as the market matures. This approach complements its core business of selling hydrogen-consuming equipment by helping to accelerate the development of a cost-effective supply chain.

• Mitsubishi is hedging against the high cost of green hydrogen by investing in naturally occurring geologic hydrogen. These investments in startups like Koloma and Gold Hydrogen could provide access to a source of hydrogen that requires no energy for production, drastically altering supply-side economics.
• The company is also developing its own proprietary methane pyrolysis technology, which produces “turquoise” hydrogen and solid carbon from natural gas. With trials set to begin in 2028, this pathway offers a low-emissions alternative that avoids the complexities of carbon capture and storage required for blue hydrogen.
• By integrating Solid Oxide Electrolysis Cell (SOEC) technology, Mitsubishi is also advancing the production of synthetic fuels. A successful demonstration in February 2026 proved the viability of using co-electrolysis to create e-fuels, a key vector for decarbonizing aviation.

Table: Mitsubishi Strategic Hydrogen Production Investments (2024-2025)

Hydrogen Generation Market Set to Nearly Double by 2035, Reaching $285 Billion
The hydrogen generation market is projected for robust growth, nearly doubling from $163.50 billion in 2025 to $285.30 billion by 2035. This steady upward trend indicates increasing global demand and significant investment in hydrogen production infrastructure over the next decade.

(Source: Precedence Research — via Top 15 Companies in Global Hydrogen Energy Storage Market)

US to Asia, Mitsubishi Partnership Strategy for Hydrogen Deployment

Mitsubishi has systematically built a global network of partnerships to control and influence key parts of the hydrogen value chain. These collaborations extend from upstream technology development for hydrogen production and transport to downstream offtake agreements for power generation and industrial use. This ecosystem approach reduces risk and ensures that supply, infrastructure, and demand scale in parallel, a critical enabler for large-scale capital projects.

Table: Mitsubishi Key Hydrogen Partnerships (2024-2026)

US and Morocco Lead, Mitsubishi’s Global Hydrogen Project Deployment

While rooted in Japan, Mitsubishi‘s commercial hydrogen breakthroughs are concentrated in North America, with strategic expansion into new growth markets like North Africa. This geographic focus targets regions with favorable policy environments, abundant renewable resources for green hydrogen production, and urgent grid reliability needs. The large-scale projects in the U.S. act as critical references, paving the way for adoption in other territories looking to replicate this model for decarbonization.

North America as the Proving Ground

The United States serves as the primary market for Mitsubishi‘s commercial-scale hydrogen projects. Policy support from the Inflation Reduction Act, combined with the need to decarbonize power grids to support growing demand from AI data centers, has created ideal conditions for first-of-a-kind deployments. Projects like the Intermountain Power Project in Utah and the blend test with Georgia Power provide the bankable proof points needed to drive wider adoption. This regional focus is similar to how utilities like E.ON are targeting specific industrial clusters in Europe.

Expansion into North Africa and Asia

Beyond the U.S., Mitsubishi is securing footholds in emerging hydrogen markets. In February 2025, Mitsubishi Power secured a significant order to supply two hydrogen-ready gas turbines for the Al Wahda Power Plant in Morocco. This move establishes a key presence in a region poised to become a major green hydrogen exporter to Europe. Furthermore, the ongoing exploration with Paiton Energy for a 2.6 GW hydrogen-capable plant in Indonesia indicates a strategic push into Southeast Asia, a region with rapidly growing energy demand.

Green Hydrogen Market to Explode 43x by 2030, Driven by North American Growth
The Green Hydrogen market is poised for hyper-growth, projected to expand from USD 1.74 billion in 2024 to USD 74.81 billion by 2030, a remarkable 43x increase. This explosive trajectory is underpinned by a robust 60.0% CAGR (2025-2032), with North America leading as the fastest-growing region.

Strategic Entry Crucial: Early Movers to Dominate High-Growth Green Hydrogen Sectors
This rapid market expansion creates a critical window for hydrogen players to establish early leadership. With North America’s identified leadership, companies that strategically invest in its production and infrastructure capabilities now will gain a significant competitive advantage as demand scales exponentially, particularly post-2025.

(Source: Hydrogen's Power Play: What Comes After the Hype)

Hydrogen-Ready Gas Turbines, Mitsubishi Moves from Pilot to Commercial Scale

Mitsubishi‘s hydrogen gas turbine technology has successfully transitioned from the research and development phase to full commercial maturity for co-firing applications. The company has established a clear, validated technological roadmap that allows customers to begin decarbonizing immediately with blends of up to 30% hydrogen, with a proven upgrade path to 100% hydrogen by 2030. This progression is demonstrated by the operational status of its turbines in flagship projects, a significant advancement from the pre-2025 period of technical announcements and pilot preparations.

• Prior to 2025, Mitsubishi‘s efforts focused on engineering and laboratory validation, culminating in the announcement that all its advanced-class gas turbines would be sold with at least 30% hydrogen co-firing capability.
• The year 2025 marked the inflection point with the commercial start of the Intermountain Power Project, the first large-scale plant designed for hydrogen co-firing from its inception. This provided the first real-world, commercial operating data for the technology.
• The successful 50% hydrogen blend test at Georgia Power‘s Plant Mc Donough-Atkinson in June 2025 further validated the technology’s robustness and flexibility, exceeding the standard 30% capability and de-risking the path to higher blends.
• While its combustion technology is commercially mature, Mitsubishi‘s investments in production technologies like turquoise and geologic hydrogen remain in earlier stages. These represent long-term strategic plays, similar to Occidental’s bets on Direct Air Capture, that will become critical as the hydrogen economy scales.

Mitsubishi SWOT Analysis, Commercial Strengths and Hydrogen Supply Risks

Mitsubishi‘s hydrogen strategy is defined by its core strength in commercially proven, large-scale gas turbine technology, which provides a significant first-mover advantage. However, the success of this strategy is intrinsically tied to the broader energy market, with major opportunities in industrial decarbonization and significant threats related to the pace and cost of global hydrogen supply chain development.

Table: SWOT Analysis for Mitsubishi’s Hydrogen Strategy (2021-2025)

Mitsubishi 2026 Outlook, IPP Data and New Turbine Orders

The most critical determinant for Mitsubishi‘s hydrogen business over the next 18 months will be the flow of operational and economic data from the Intermountain Power Project. This data will serve as the definitive proof point for asset owners and investors globally, directly influencing the company’s ability to convert its project pipeline into firm orders and expand into new regions. The performance of IPP will be the primary catalyst for the next phase of market expansion.

• If performance data from IPP validates reliability and operational costs at a 30% blend, watch for announcements of new, large-scale gas turbine orders in markets with developing hydrogen hubs, such as the EU and Australia. Success here could attract new capital from investors like Black Rock who are funding energy infrastructure.
• If Mitsubishi formalizes its partnership with Paiton Energy for the 2.6 GW project in Indonesia, this could signal a major strategic pivot to the rapidly growing Southeast Asian market, establishing a key reference project in the region.
• If the Fuso hydrogen truck concepts progress to pilot programs with major logistics firms, this could be happening: Mitsubishi is successfully diversifying from an industrial equipment supplier into a key player in the clean transportation sector, opening a significant new revenue stream.

The questions your competitors are already asking

This report covers one angle of Mitsubishi’s commercial hydrogen strategy. The questions that matter most depend on your work.

• GE and Siemens hydrogen turbine orders
• Green hydrogen supply for US power plants
• Cost of power from hydrogen blend turbines
• New hydrogen power plant projects globally

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