Europe's experience after the 2022 energy crisis offers an important lesson. The continent moved quickly to add renewable energy and reduce its reliance on Russian gas
India’s green hydrogen industry shifts from capacity allocations to execution, with firm offtake, financing and infrastructure key to commercial commissioning
India's green hydrogen cost curve will depend on renewable power costs, electrolyser manufacturing scale, assured offtake and payment security
Gujarat's renewable hydrogen ambitions are backed by industrial infrastructure, policy incentives and export potential, but project execution and demand creation remain key challenges
India's efforts to build a hydrogen export market will depend on reliable supply chains, port infrastructure, long-term buyer commitments and the development of domestic demand
