Visiongain has published a new report entitled Hydrogen Infrastructure Market Report 2026-2036 (Including Impact of U.S. Trade Tariffs): Forecasts by Size (Large Scale Infrastructure, Small/Mid-Scale Infrastructure), by Hydrogen Type (Green Hydrogen, Blue Hydrogen, Grey Hydrogen), by Commercial Model & Offtake (Long-term Supply Contracts, Merchant H₂(Spot, Short-term), Tolling/Tolling-plus Models, Virtual Pipeline/Carrier-based Supply), by End-user (Industrial & Chemical Manufacturers, Oil & Gas/Energy Companies, Transportation & Logistics Operators, Power Utilities & IPPs, Other), by Type (Production Facilities, Transmission & Distribution Pipelines, Road/Rail/Marine Transport, Refuelling/Dispensing Stations, Storage Facilities, Conversion Facilities) AND Regional and Leading National Market Analysis PLUS Analysis of Leading Companies.

The global hydrogen infrastructure market is estimated at US$7.45 billion in 2026 and is projected to grow at a CAGR of 11.4% during the forecast period 2026-2036.

Impact of US Trade Tariffs on the Global Hydrogen Infrastructure Market   

The introduction of U.S. tariffs on clean-energy equipment including electrolysers, fuel cell components, hydrogen storage vessels, and specialty steel has created significant ripple effects across the global hydrogen infrastructure market. These tariffs increase the cost of imported technologies, disrupt established supply chains, and shift investment strategies for developers, utilities, and industrial hydrogen consumers. The U.S., one of the fastest-growing hydrogen markets due to the Inflation Reduction Act (IRA), relies heavily on imported electrolysers and balance-of-plant hardware from Europe and Asia. As tariffs raise project costs and lengthen procurement cycles, developers are reassessing their timelines, sourcing strategies, and localisation plans. Meanwhile, other regions particularly Europe, the Middle East, Japan, and South Korea are witnessing redirected investment flows as global companies diversify manufacturing bases to reduce tariff exposure. The overall impact of U.S. tariffs will depend on the duration of policy intervention and the ability of domestic supply chains to scale.

Industrial Decarbonisation in Hard-to-Abate Sectors Is Forcing the Creation of Dedicated Hydrogen Corridors and Clusters

A second, distinct driver is the growing pressure on heavy industry – refining, chemicals, fertilisers, steel, cement – to decarbonise processes that can’t easily electrify, which is forcing the emergence of hydrogen “clusters” with shared infrastructure. Studies show that industrial demand remains the largest demand centre for hydrogen, and that low-emissions hydrogen is critical for deep decarbonisation of these sectors. In northwest England, the HyNet North West cluster will combine blue hydrogen production, 100% hydrogen pipelines and CO₂ transport & storage, connecting multiple refineries, chemical plants and power stations; the dedicated hydrogen pipeline – now backed by the UK government and Eni – is positioned as the UK’s first at-scale pure-hydrogen network. 

In the Netherlands, Shell’s Holland Hydrogen 1 – a 200 MW electrolyser at the Port of Rotterdam – will feed green hydrogen via a dedicated pipeline to Shell’s Energy and Chemicals Park and other industrial offtakers, explicitly framed as infrastructure that “helps the port become more sustainable.” Similarly, Air Liquide and TotalEnergies announced over €1 billion in joint investment for two large electrolysers (200 MW in Rotterdam and 250 MW in Zeeland) aimed at decarbonising refineries and supplying heavy mobility in the Benelux region, reinforcing that industrial clusters are now central customers for new hydrogen pipelines and production sites. As more industrial sites face carbon costs and border adjustment mechanisms, the economic logic of shared hydrogen infrastructure – rather than plant-by-plant solutions – will become even more compelling.

How will this Report Benefit you?

Visiongain’s 451-page report provides 127 tables and 219 charts/graphs. Our new study is suitable for anyone requiring commercial, in-depth analyses for the hydrogen infrastructure market, along with detailed segment analysis in the market. Our new study will help you evaluate the overall global and regional market for hydrogen infrastructure. Get financial analysis of the overall market and different segments including size, hydrogen type, commercial model & offtake, end-user, and type, and capture higher market share. We believe that there are strong opportunities in this fast-growing hydrogen infrastructure market. See how to use the existing and upcoming opportunities in this market to gain revenue benefits in the near future. Moreover, the report will help you to improve your strategic decision-making, allowing you to frame growth strategies, reinforce the analysis of other market players, and maximise the productivity of the company.

What are the Current Market Drivers?

Scaling Electrolyser, Liquefaction and Storage Technologies Is Bringing Down Unit Costs and Enabling Mega-Projects

Technological improvement and scale-up are a separate, powerful driver: electrolysers, cryogenic systems and high-capacity storage are getting larger, more efficient and cheaper per unit of capacity, which makes large hydrogen infrastructure projects bankable in ways that weren’t feasible five years ago. Shell’s Holland Hydrogen 1 is again emblematic: at 200 MW, built with large-scale alkaline electrolysis modules supplied by thyssenkrupp, it is among the largest single electrolysers under construction and is powered directly by a dedicated 759 MW offshore wind farm (Hollandse Kust Noord), demonstrating the technical maturity of gigawatt-scale green hydrogen concepts. 

On the storage and transport side, firms like Chart Industries, Kawasaki Heavy Industries and Hydrogenious LOHC are commercialising large LH₂ tanks, carriers and liquid-organic hydrogen carrier (LOHC) systems; Hydrogenious’s Project Hector in Germany will store roughly 1,800 tonnes per year of green hydrogen in LOHC, showcasing a new scalable storage paradigm. At the extreme end, the NEOM Green Hydrogen Project in Saudi Arabia is now ~80% constructed, combining a multi-GW wind and solar portfolio, massive electrolysis blocks and dedicated transmission to create what Air Products and ACWA Power describe as the world’s largest integrated green hydrogen and ammonia export complex. As learning curves bite, these mega-projects are expected to push down capex per tonne of hydrogen, making the associated infrastructure (pipelines, export terminals, storage) increasingly competitive with fossil alternatives.

Energy Security and System Resilience Needs Are Elevating Hydrogen Infrastructure to “Critical Asset” Status

Beyond climate, hydrogen infrastructure is increasingly justified on energy security and resilience grounds, particularly in Europe and parts of Asia. After Russia’s invasion of Ukraine, the European Commission’s REPowerEU strategy explicitly highlighted renewable and low-carbon hydrogen – including imports – as a way to diversify gas supplies and reduce dependence on Russian molecules, leading to accelerated plans for hydrogen pipelines, import terminals and underground storage. The European Hydrogen Backbone is positioned not just as a decarbonisation tool but as a strategic grid to “stabilise energy supply and demand across Europe” at lower cost by moving hydrogen from low-cost production regions (Iberia, North Sea, MENA) to demand centres in Germany, Benelux and Central Europe. 

In the UK, HyNet’s hydrogen and CO₂ networks are framed as essential to energy security and job preservation across the Liverpool–Manchester industrial belt, with the government citing £17 billion of expected economic value over 25 years. On the US Gulf Coast, Reuters notes that the region already hosts 3.5 million tonnes/year of hydrogen production and the country’s largest hydrogen pipeline network, making it a natural nucleus for a clean hydrogen industry that leverages existing ports, skilled labour and CO₂ storage capacity. As grids integrate more variable renewables, hydrogen offers long-duration storage and fuel for firm power, so large underground storage caverns and dedicated pipelines increasingly fall into the same category as LNG terminals and gas networks: strategic, regulated infrastructure that underpins national resilience.

Where are the Market Opportunities?

Cross-Border Hydrogen Backbones and Maritime Corridors Offer a Once-in-a-Generation Infrastructure Build-Out Opportunity

On the opportunity side, one of the largest is the creation of international hydrogen backbones and maritime corridors linking low-cost production zones to industrial demand centres. The EHB’s 58,000 km pipeline vision and the H2Med/BarMar corridor between Portugal, Spain, France and eventually Germany are early exemplars: H2Med aims to transport around 2 million tonnes of hydrogen per year by 2030, about 10% of projected EU demand, with BarMar’s subsea link between Barcelona and Marseille now being developed by Enagás, Natran (Engie) and Teréga via a dedicated JV and supported by EU funding. At the same time, port-centric infrastructure – hydrogen/ammonia terminals, bunkering, LOHC and LH₂ carriers – is an emerging global play. In Saudi Arabia’s NEOM project, Air Products is building export infrastructure for 1.2 million tonnes/year of green ammonia, while in Europe and Asia, carriers like Kawasaki’s Suiso Frontier are pioneering liquefied hydrogen shipping routes between Australia and Japan. For midstream companies, shipyards, port authorities and tank-terminal operators (e.g., Vopak), this is a chance to replicate the LNG revolution at a different scale and with stronger climate tailwinds – provided they can standardise safety, quality and contractual frameworks quickly enough.

Hydrogen Hubs and Industrial Clusters Create Scalable Templates for Replicable Infrastructure Models Worldwide

A second, very practical opportunity lies in hydrogen hubs and industrial clusters as replicable templates for infrastructure development. In the US, DOE’s seven Regional Clean Hydrogen Hubs are intended to “kick-start a national network of clean hydrogen producers, consumers and connective infrastructure”, with Phase 1 funding now flowing into planning, site selection and community engagement; hubs like HyVelocity on the Gulf Coast, MachH2 in the Midwest and others cover refineries, steel, chemicals, ports and transport. In the UK and EU, HyNet, the Port of Rotterdam ecosystem, and Spain’s industrial clusters around Bilbao and Huelva all use a similar logic: co-locate hydrogen production, CO₂ storage, pipelines and captive demand to ensure utilisation, then scale outward. For developers and investors, hubs offer concentrated, bankable volumes and a framework for shared infrastructure (pipelines, storage caverns, terminals) where costs and risks can be pooled across multiple offtakers. Once a cluster model is proven in one region, it can be exported – with local tweaks – to others: Gulf Coast to Middle East, HyNet to other UK clusters, Iberian hubs to Latin America, creating a modular growth pathway rather than one-off bespoke projects.

Competitive Landscape

The major players operating in the hydrogen infrastructure market are ACWA Power, Adani Group, Air Liquide S.A., Air Products and Chemicals, Inc., Chart Industries, Inc., China Petroleum & Chemical Corporation (SINOPEC), Cummins Inc., Engie SA, ITM Power, Linde Plc, Masdar, Nel ASA, Petróleo Brasileiro S.A., Plug Power, Siemens Energy AG

These major players operating in this market have adopted various strategies comprising M&A, collaborations, investment in R&D, regional business expansion, partnerships, and new product launch.

Recent Developments

• 04-Dec-25, Air Liquide and Hyundai Motor Group renewed their MoU, expanding collaboration across the global hydrogen value chain production, storage, transport, distribution, and utilization. Focus regions: Europe, South Korea, United States. Priority areas include heavy-duty mobility, infrastructure deployment, hydrogen hubs, and scaling fuel cell vehicle adoption. Achievements include: Hyundai’s deployment of 2,000 hydrogen buses and 37,000 FCEVs, joint development of refuelling networks through Hynet and Kohygen, and Air Liquide’s 450-bar filling center in Daesan. Both companies continue as co-chairs of the Hydrogen Council.
• 04-Dec-25, Plug signs a Letter of Intent with Hy2gen to supply a 5 MW PEM electrolyzer for the Sunrhyse green hydrogen project in Signes, France. Supports France’s RFNBO-certified hydrogen goals and local hydrogen ecosystems for logistics, transport, and industrial users across southern France. Expands Plug’s European footprint and renewable hydrogen production capabilities.
• 01-Dec-25, Plug begins its first-ever liquid hydrogen supply contract with NASA, delivering up to 218,000 kg of liquid hydrogen to NASA’s Glenn Research Center and Armstrong Test Facility. Contract value: up to US$2.8 million. Demonstrates Plug’s ability to meet NASA’s high purity and performance standards. Marks entry into the space industry hydrogen market, strengthened by Plug’s expanding U.S. hydrogen network and cryogenic transport fleet.
• 21-Nov-25, Stable grid Group selects ITM Power as technology partner for two German energy infrastructure projects totalling 710 MW of electrolyser capacity. Projects will provide grid-balancing, operate as predispatch loads, and store hydrogen in underground salt caverns, enabling large-scale renewable energy flexibility.
• 20-Nov-25, Masdar and Tadweer Group signed a JDA to develop Abu Dhabi’s first commercial-scale Waste-to-SAF facility. The project will convert ~500,000 tons/year of biomass & municipal solid waste into sustainable aviation fuel using waste gasification. The plant will utilize green hydrogen from renewable-powered electrolysis, supporting UAE energy transition and decarbonization of aviation at one of the world’s largest air hubs.

Notes for Editors

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