《2026全球氢能展望》报告显示：能源安全成氢能扩张重要推动力'2026 Global Hydrogen Outlook' Report: Energy Security Becomes a Key Driver of Hydrogen Expansion

According to Green Fuel International Business Network, citing China Chemical Industry News, the Hydrogen Council recently released the 2026 Global Hydrogen Outlook, which shows that the total planned capacity of global low-carbon hydrogen projects has risen to 6.9 million tonnes per year. To date, capacity in operation has grown 70% year on year to about 1.7 million tonnes per year, and operating capacity is expected to rise to 3.8 million tonnes per year in 2027.

The report notes that the drivers of hydrogen industry development are shifting: beyond decarbonization targets, energy security, supply chain resilience and industrial growth are carrying increasing weight. Francois Jackow, CEO of Air Liquide and co-chair of the Hydrogen Council, said the focus of industry discussions has moved from sustainable development goals to the resilience of industrial systems, and governments regard hydrogen as a strategic option for protecting domestic industry from external shocks.

The report shows that in regions hosting more than 60% of committed investment, energy security and industrial growth are already as important as, or even more important than, decarbonization needs. Energy risks in the Strait of Hormuz highlight the strategic value of domestic clean hydrogen and its derivatives - by relying on local hydrogen production and ammonia manufacturing, economies dependent on energy imports can diversify raw material supply, build strategic reserves and reduce reliance on supply chains and critical minerals.

Koji Sato, vice chairman of Toyota Motor Corporation, believes that in the current global landscape, energy security and industrial competitiveness are becoming the core drivers of large-scale hydrogen deployment. Wave after wave of supply disruptions is pushing countries' procurement strategies from a single-minded pursuit of low cost toward resilience, multiple channels and domestic supply development, further reinforcing the strategic value of clean hydrogen and hydrogen-based derivatives as a hedge against external volatility.

The report finds that the hydrogen industry has moved from the vision stage to implementation, with the project pipeline maturing and optimizing. However, building the full hydrogen value chain cannot simply copy the renewable energy development model; rather than introducing entirely new regulations, steadily implementing existing policies is the primary task for activating latent demand. This means policy continuity and enforceability will be key to whether countries can accelerate hydrogen deployment in the next stage.

Analysis suggests that the rising profile of energy security is opening new demand space for the hydrogen industry. Against the backdrop of a reshaping global energy landscape and rising supply chain uncertainty, clean hydrogen - locally producible, applicable in multiple scenarios and usable as a strategic reserve - is upgrading from a pure decarbonization tool to an important lever for safeguarding energy security and industrial chain resilience, and global low-carbon hydrogen capacity is expected to maintain relatively rapid growth in the coming years.