Why the Global Hydrogen Compass points to progress

The global hydrogen sector appears to be moving beyond ambitious plans and into the build phase, with projects progressing from announcements to final investment decisions, construction and operation.
That’s according to Ivana Jemelkova, CEO of the Hydrogen Council, who spoke with Pamela Largue for this episode of the Energy Transitions podcast. Drawing on the Council’s latest Global Hydrogen Compass 2026 report, Jemelkova highlights evidence of a sector increasingly focused on turning ambition into deployment. She takes listeners on a tour of China, Europe and the US, exploring their different approaches to hydrogen development and the critical role of policy in unlocking demand and investment. She also offers a candid look at the challenges facing sectors such as green steel, what project cancellations and consolidation tell us about a maturing market as well as what it will take to build competitive hydrogen ecosystems.

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