中欧能源合作平台：2026年清洁氢能谷行业状况报告（英文版）

Clean hydrogen is universally recognised as indispensable for reaching global net zero - and yet the path to get there has grown more complex. Despite a global project pipeline of c. 440 GW of announced electrolyser capacity by 2030, the sector is currently navigating a marked consolidation phase, after a hype cycle that reached its peak in 2022. Project delays and cancellations are mounting, driven by a combination of persistent policy and regulatory uncertainty, hydrogen production costs th