The global hydrogen economy is at a critical inflection point. More than 2,200 low-carbon hydrogen projects are in development worldwide, backed by over $680 billion in investment. Yet, only 30% of this capacity is expected to come online by 2030. The reason? A growing disconnect between funding mechanisms and real-world execution.
This whitepaper from MUFG offers a strategic deep dive into what's holding the sector back - and what needs to change to unlock its full potential. As developers and governments work to bring the low-carbon hydrogen sector to commercial maturity, their success will depend on securing innovative and effective funding solutions.
Drawing on developments across the UK, EU, Japan, and Germany, the report explores how governments and developers are recalibrating their approaches to funding, risk, and offtake. From CfD-style auctions to dual-auction models like H2Global, the report highlights what's working, what's not, and where the next wave of opportunity lies.
What you'll learn:
- Why traditional subsidies alone aren't enough to drive deployment
- How offtake risk—not capital—is the biggest barrier to execution
- What new funding models (like H2Global) reveal about market evolution
- Where strategic sectors (e.g., chemicals, metals, transport) can unlock scale
- Whether you're shaping policy, allocating capital, or developing infrastructure, this whitepaper delivers the insight you need.
Download the whitepaper now to understand the funding models, policy shifts, and strategic levers that will define the next decade of hydrogen growth.
