Global Clean Hydrogen Investment Surpasses $130B on Energy Security Push

Cumulative global investment in clean hydrogen has exceeded $130 billion across 570+ projects, driven by energy security concerns from Middle East supply shocks, per the Hydrogen Council's Global Hydrogen Compass 2026 report. The report claims 6.9 mtpa of committed capacity, but operational capacity remains a fraction of this, and project completion timelines are uncertain. This signals accelerating capital flows into hydrogen as a strategic energy hedge, though delivery risks persist.