Key highlights of this briefing note “Enabling sustainable demand for green hydrogen in India” published by IEEFA are:
• As of August 2025, India had 158 green hydrogen projects at various stages of development. However, 94% of the planned capacity is yet to move beyond the announcement stage, 0.1% is under construction, and only 2.8% is operational, highlighting the slow pace of project commissioning.
• The primary barriers include a lack of committed buyers (i.e., unclear demand signals), high production costs, varying definitions of green hydrogen, and inadequate infrastructure—particularly for storage, transportation, and shared facilities.
• According to industry estimates, India’s total hydrogen demand could reach 15–20 million metric tonnes per annum (MMTPA) by 2030. Green hydrogen demand could reach 4.08-6.57 MMTPA if supportive policies are adopted to drive new sectoral applications in steel, transportation, chemicals, and exports.
• Setting a globally accepted emissions accounting framework, introducing hydrogen purchase obligations, utilising demand aggregation, and developing hydrogen hubs with shared infrastructure are crucial to scaling up demand and accelerating project commissioning.
Access the briefing here
