Hydrogen Reports and Subscriptions

Materials demand for proton exchange membrane (PEM) fuel cells is set to grow in line with an expanding fuel cell electric vehicle (FCEV) market, alongside fuel cell ships and trains. This IDTechEx report contains market forecasts, benchmarking studies, player analysis, technology trends, and latest developments for components in PEM fuel cells, including bipolar plates (BPP), gas diffusion layers (GDL), catalyst coated membrane (CCM), membrane electrode assemblies (MEA), ionomers, and platinum catalysts.

Development of green hydrogen plants will create demand for many materials and components needed to construct electrolyzer stacks. This IDTechEx report discusses the incumbent and future materials as well as manufacturing methods for the key components used in AEL, AEMEL, PEMEL and SOEC stacks. Components and materials covered include catalysts & electrodes, membranes/electrolytes, porous transport layers (PTLs), gas diffusion layers (GDLs), membrane electrode assembly (MEA) methods, bipolar plates, gaskets & stack assembly components. The report also contains comprehensive lists of electrolyzer stack manufacturers and material suppliers as well as case studies of companies supplying materials and developing new materials or manufacturing methods. Finally, granular 10-year market forecasts by component and material type for AEL, PEMEL, AEMEL and SOEC stacks are included.

The steel sector, responsible for 7-9% of global CO₂ emissions, is evolving rapidly due to regulations and technological innovation. This IDTechEx report examines decarbonization pathways through 2035, analyzing both conventional and emerging steelmaking processes - from blast furnace modifications to hydrogen-based direct reduction and novel electrochemical approaches. Techno-economic comparisons evaluate production costs, emissions profiles, and technology readiness levels. IDTechEx's 10-year forecasts break down global steel production and green steel adoption by major regions and production methods. Case studies of established companies and startups highlight technologies approaching commercial viability, identifying dominant production methods, business models, and partnership opportunities across various steel end-use markets.

This report provides a holistic view of the fuel cell electric vehicle markets, technologies, and players. Coverage across all relevant vehicle segments (cars, light commercial vehicles, buses, medium and heavy-duty trucks) using historic data from 2020 to 2024, to forecast from 2025 to 2045. It compares the opportunities in each vehicle segment for fuel cell electric vehicles, leading to the global fuel cell electric vehicle market forecasted to exceed US$90 billion by 2045.

This report provides in-depth assessment of the stationary fuel cell market, the technologies and players. Analysis of the six key fuel cell types, segmentation by the five major application areas and historic data from 2016-2024, is used to comprehensively review the entire market and provide a detailed outlook. Granular market forecasts, with 39 separate forecasting lines, outline the growth of the global stationary fuel cell market, set to exceed a value of US$8 billion by 2035.

This report takes a comprehensive look at the prospects of hydrogen and battery electric technologies for a range of airplane applications including general aviation, business jets and commercial airliners. For each one it evaluates how well hydrogen and battery technologies can meet the aircrafts duty-cycles, how they might impact total cost of ownership, and how carbon footprint is impacted, give different grids and different hydrogen sources. This culminates in a forecast for hydrogen and battery electric airplanes over until 2045. This report is ideal for understanding the challenges, prospects, companies, and strategies involved in the future of aviation.

This report assesses the hydrogen internal combustion engine, both from a technical and an economic standpoint. Coverage across key transportation applications sectors, analysis of historic and contemporary H2ICE projects, and market forecasts from 2025 to 2045, this comprehensive study offers a realistic and data-driven assessment of H2ICE. It reveals significant opportunity, with a market of US$7 billion by 2045.

This report assesses and analyzes key technologies, players and use-cases for off-grid EV charging. Solar Canopy charging, hydrogen generator charging, airborne wind energy charging as well as LNG/propane EV charging are explored in depth, with cost and emissions comparisons. It reveals significant opportunity in the context of grid expansion delays, with the off-grid hardware market set to reach US$16.6 billion by 2034.

Water electrolyzer systems for green hydrogen production are seeing continued technological innovation and improvement, with significant efforts and funding pouring into development of green hydrogen projects worldwide. IDTechEx is continuing its research into the green hydrogen space with this update of the Green Hydrogen Production: Electrolyzer Markets report released in 2023. This 2024 version provides more in-depth analysis of the four main technologies (AWE, PEMEL, AEMEL & SOEC), including more detailed information on operating principles, system performance characteristics, materials & components, balance of plant requirements (BOP), system case studies as well as key advantages and limitations of technologies. IDTechEx significantly expanded the electrolyzer system & stack supplier lists and system specifications across all four technologies. Project case studies, analysis of business models, and more nuanced considerations for the cost of green hydrogen production have been added. A database of electrolyzer suppliers, commercial systems specifications and planned electrolyzer manufacturing installations is provided with this report.

Demand for long duration energy storage (LDES) technologies will increase in the 2030s to facilitate increasing variable renewable energy (VRE) penetration. Key technologies being developed for LDES, offering lower capital costs ($/kWh) than Li-ion at longer durations of storage, will be needed for supporting increased VRE penetration. This IDTechEx report provides, forecasts, and analyses on LDES technologies, players, projects, applications, revenue generation, grid flexibility, and VRE deployments.

In this report IDTechEx assesses the global opportunities emerging across the entire hydrogen value chain, including low-carbon hydrogen production, storage, distribution, fuel cells and hydrogen end-use sectors. It includes technological analyses of all relevant technologies, techno-economic comparisons, detail on key commercial activities (including projects as well as established and emerging companies), major innovations, and major market trends across all value chain components. The report also provides granular 10-year forecasts for hydrogen demand by applications in Mtpa (7 sectors), hydrogen production capacity by source in Mtpa (grey, blue and green) and the hydrogen market in US$B (grey, blue and green).

In this report IDTechEx assesses the global opportunities emerging for battery-electric (BEV) and hydrogen fuel cell (FC) trains as energy storage technologies advance rapidly. Granular 20-year forecasts include train deliveries, battery demand (GWh), fuel cell demand (MW) and market value (US$ billion) across locomotive (BEL, FEL), multiple unit (BMU, FMU), and shunter trains. The cost evolution of railroad batteries, FCs and green hydrogen is also explored to assess long-term feasibility.

This report assesses the blue hydrogen production technologies, supply chains, key players, materials, major innovations and projects. It includes a comparison of the 6 main blue hydrogen technologies and 10-year market forecasts for those technologies along with 7 application areas, and 3 regions of adoption. The report also examines applicable carbon capture, utilization, and storage (CCUS) technologies and discusses the prospects and challenges of producing blue hydrogen.