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This report by RMI analyzes India's potential to become a cost-competitive exporter of green hydrogen and its derivatives, focusing on market demand in the EU and East Asia and the strategic enablers required to translate production capacity into bankable export projects.

The report describes a 'Futures Dialogue' held in April 2025 between South Africa and the Netherlands to integrate strategic foresight into climate and energy diplomacy. The event aimed to move beyond traditional, transactional diplomatic frameworks to address systemic crises through methods like scenario planning and Causal Layered Analysis, focusing on green industrialisation, transformative finance, and shifting narratives of African agency.

Maharashtra aims to produce 500 kilotons of green hydrogen annually by 2030. While not yet cost-competitive with grey hydrogen, the report finds that state subsidies could reduce the levelized cost of hydrogen by 21–25%, and connections to the Central Transmission Utility could lower costs by up to 30%. Raigarh and Ratnagiri are identified as potential early-mover hubs.

This report by RMI analyzes the techno-economic pathways for green hydrogen production in India, examining 17 states to evaluate the impact of national and subnational policies on production costs. It compares various project configurations—including stand-alone on-site, CTU-connected, and STU-connected projects—and highlights the critical role of transmission charge waivers and capital subsidies in achieving cost competitiveness against grey hydrogen.

This research paper examines Morocco's strategic position as a supplier of green transition minerals (GTMs) and its bilateral relationships with China and the European Union. The authors argue that while Morocco benefits from the distinct strengths of both partners—China's industrial scale and speed versus the EU's regulatory standards and capacity building—its current engagement is fragmented. To overcome this, the paper proposes a five-step trilateral framework designed to transform geopolitical competition into pragmatic cooperation, aiming to establish Morocco as a regional hub for green value chains and industrial processing.

This research paper argues that South Africa and the European Union (EU) should deepen their strategic interdependence in critical minerals to navigate geopolitical uncertainties and avoid the 'blackmailing logic' of mineral-for-security deals. It highlights the complementary nature of their economies, the EU's financial commitments to South Africa's energy transition, and the need to reconcile the EU's desire for strategic autonomy with South Africa's goal of domestic value addition.

This report examines how six key Indian ports can evolve into green hydrogen hubs. It emphasizes the need for a Common User Infrastructure (CUI) framework and the strategic repurposing of existing assets like LNG terminals. While identifying barriers such as high production costs and land acquisition, it highlights that storage costs optimize at a capacity of 1.0–1.5 megatons per year.

This report by RMI outlines strategies to bridge the gap between India's green hydrogen production targets and actual adoption, proposing five demand-side interventions to unlock between 2.1 and 5 million metric tons (MMT) of demand by 2030.

This research paper examines the 'renewables pull' and 'strategic push' factors influencing the relocation of hydrogen-based steelmaking, concluding that both are necessary for an accelerated transition.

This report by Ember analyzes China's energy transition, noting that the country has surpassed its 2030 wind and solar capacity targets six years early. It argues that China is moving from an era of simultaneous renewable and coal growth to a phase where clean electricity can meet all demand growth, potentially locking in coal's decline. The report emphasizes that further progress now depends on breakthroughs in emerging technologies—such as smart grids, long-duration storage, and industrial electrification—to overcome the 'innovation valley of death' and sustain economic growth through 'New Quality Productive Forces'.

This policy brief argues that South Africa should leverage international interest in green hydrogen to catalyze local socio-economic development and regional integration. It recommends prioritizing trade-focused investments in physical, institutional, and social enablers—specifically port infrastructure, domestic manufacturing of electrolysers, and community-centric social strategies—to ensure the sector benefits the domestic population rather than serving only as an export mechanism.

This report by RMI examines the evolution and current state of the United States fertilizer market, focusing on the transition from carbon-intensive ammonia production to low-carbon alternatives. It details various technological pathways for green and blue ammonia, compares the properties of nitrogen-based fertilizers, and identifies systemic barriers to the adoption of sustainable production methods. The document also outlines state and national incentives in the U.S. designed to support the deployment of green fertilizer infrastructure.

This report examines the decarbonization of ammonia production in China, focusing on the transition from coal-based feedstocks to green hydrogen produced via renewable-powered water electrolysis to reduce high carbon emissions.

This briefing analyzes the US Treasury's final 45V guidance for electrolytic hydrogen projects, which establishes a tax credit framework based on three pillars: incrementality, temporality, and deliverability. The guidance provides a transition period for annual matching until 2030, after which hourly matching is required, and introduces flexibility by allowing emissions calculations per hour and per electrolyzer to avoid 'all or nothing' credit losses.

This report by RMI analyzes the impact and potential of US federal clean energy tax credits on the industrial sector. It finds that these incentives have already spurred significant private investment and job growth, with the potential to bring nearly $235 billion in federal investment to US states by 2030 under a high-growth scenario.

This research paper by the NewClimate Institute evaluates the Klimaschutzverträge (KSV) scheme, a German financial instrument designed to support industrial decarbonisation. The study examines whether the KSV adequately addresses sustainability risks and opportunities related to hydrogen production and use, specifically focusing on the distinction between green and low-carbon hydrogen, resource efficiency, and the impact on exporting nations.

This research paper evaluates the H2Global mechanism and the pilot auction funded by the German Federal Ministry for Economic Affairs and Climate Action (BMWK), assessing how they address ecological and social risks and opportunities associated with green hydrogen production.

This research paper by the NewClimate Institute evaluates the H2Global mechanism and its pilot tender funded by the German Federal Ministry for Economic Affairs and Climate Action (BMWK). The study finds that while the pilot tender incorporates some EU-aligned sustainability requirements, the overall mechanism lacks minimum standards, creating risks of variability in climate and sustainable development impacts. The analysis highlights gaps in safeguards regarding competing water and land use, the absence of incentives for surplus electricity sharing, and limited potential for sustainable local economic value creation due to the mechanism's export-focused design.

This fact sheet by RMI outlines low-carbon alternatives to conventional ammonia production, which currently relies on the carbon-intensive Haber-Bosch process and Steam-Methane Reforming, accounting for over 1 percent of global greenhouse gas emissions.

This research paper by Global Energy Monitor analyzes India's steel industry, arguing that its current strategy of expanding coal-based capacity before implementing decarbonization—a "build now, decarbonize later" approach—risks creating massive stranded assets and locking in high emissions. The document details the industry's heavy reliance on blast furnace-basic oxygen furnace (BF-BOF) and coal-based direct reduced iron (DRI) production, while evaluating the potential and limitations of green hydrogen, scrap-based production, and renewable energy integration to meet India's 2070 net-zero goal.