Delphi Data Labs

We've analyzed the hydrogen and derivatives market for 2024. Here’s your free and updated guide for strategic decisions in 2025. ? Let’s look at what happened: → 287 hydrogen projects reached FID since 2021 → €1.2 billion committed by Spain to 16 hydrogen projects → Universal Hydrogen shut down after raising over $100 million → Hoeller Electrolyzer, tied to Rolls-Royce, also exited → 50+ companies making moves in electrolyzer production → Geologic hydrogen exploration ramped up ? Looking ahead, 2025 will bring more clarity. The industry is consolidating, and weaker players are exiting. Investors are still funding projects, but capital is becoming more selective. You can get the full document here: https://lnkd.in/dxttkp-s P.S. What’s your take on the numbers? Are you seeing the same market shifts? Is anything missing in this summary? Support us with any comment ?? ? P.P.S. If this was useful, please reshare ?? and follow us, Delphi Data Labs , for more hydrogen market insights.

We've analyzed the hydrogen and derivatives market for 2024. Here’s your free and updated guide for strategic decisions in 2025. ? Let’s look at what happened: → 287 hydrogen projects reached FID since 2021 → €1.2 billion committed by Spain to 16 hydrogen projects → Universal Hydrogen shut down after raising over $100 million → Hoeller Electrolyzer, tied to Rolls-Royce, also exited → 50+ companies making moves in electrolyzer production → Geologic hydrogen exploration ramped up ? Looking ahead, 2025 will bring more clarity. The industry is consolidating, and weaker players are exiting. Investors are still funding projects, but capital is becoming more selective. You can get the full document here: https://lnkd.in/dxttkp-s P.S. What’s your take on the numbers? Are you seeing the same market shifts? Is anything missing in this summary? Support us with any comment ?? ? P.P.S. If this was useful, please reshare ?? and follow us, Delphi Data Labs , for more hydrogen market insights.

We’ve summarized the latest 8 hydrogen project updates. Here’s what’s happening across the sector: → HyTechHafen Rostock: 100MW electrolyzers ordered for Germany’s hydrogen hub. → Egypt: $17B green hydrogen project using 3.1GW of renewable power. → Barbados: 13MW green hydrogen storage plant for baseload energy. → India: Hydrogen truck and bus trials with 37 vehicles and 9 stations. → Oman: Eight projects advance, targeting 1M tonnes of hydrogen by 2030. → Schweinfurt: Bavarian hydrogen hub backed by a €5M state grant. → Hybrit: Hydrogen storage pilot tested for large-scale steel industry use. → NAVHYS: EU-backed hydrogen vessels planned for offshore wind operations. Check out the slides for more details and a bonus at the end. Get our Q4/2024 market review here: https://lnkd.in/emCEsrm5 P.S. Which project stands out to you? Which is missing? Let us know in the comments. ?? P.P.S. If this was useful, reshare ?? and follow Delphi Data Labs for more hydrogen market updates.

We’ve added 6 new features to our dashboard! Here's how they help you to analyze the hydrogen & renewable fuel market. The hydrogen market is evolving - staying ahead means having real-time data, deep insights, and seamless navigation. Our latest dashboard update brings powerful enhancements to keep you at the forefront of this dynamic sector. Here’s what’s new: ↗? Enhanced User Interface ↗? Expanded Technology Scouting ↗? Comprehensive Contract Database ↗? Extended Market Forecasting ↗? Improved Data Scraping & Frequency ↗? Upgraded Data Model Architecture The latest updates are designed to give you faster, more detailed and more accurate information so you can make better decisions. Contact us here: https://lnkd.in/g85HAMHg P.S. Which update makes the biggest difference for you? Let us know your thoughts in the comments. ?? P.P.S. If this was useful, reshare ?? and follow us, Delphi Data Labs , for more industry insights.

We’ve added 6 new features to our dashboard! Here's how they help you to analyze the hydrogen & renewable fuel market. The hydrogen market is evolving - staying ahead means having real-time data, deep insights, and seamless navigation. Our latest dashboard update brings powerful enhancements to keep you at the forefront of this dynamic sector. Here’s what’s new: ↗? Enhanced User Interface ↗? Expanded Technology Scouting ↗? Comprehensive Contract Database ↗? Extended Market Forecasting ↗? Improved Data Scraping & Frequency ↗? Upgraded Data Model Architecture The latest updates are designed to give you faster, more detailed and more accurate information so you can make better decisions. Contact us here: https://lnkd.in/g85HAMHg P.S. Which update makes the biggest difference for you? Let us know your thoughts in the comments. ?? P.P.S. If this was useful, reshare ?? and follow us, Delphi Data Labs , for more industry insights.

We've analyzed the hydrogen and derivatives market 2024 . ? Here’s what you need to know for strategic decisions in 2025. ? Let’s look at what happened: → 287 hydrogen projects reached FID since 2021 → €1.2 billion committed by Spain to 16 hydrogen projects → Universal Hydrogen shut down after raising over $100 million → Hoeller Electrolyzer, tied to Rolls-Royce, also exited → 50+ companies making moves in electrolyzer production → Geologic hydrogen exploration ramped up ? Looking ahead, 2025 will bring more clarity. The industry is consolidating, and weaker players are exiting. Investors are still funding projects, but capital is becoming more selective. You can get the full document here: https://lnkd.in/emCEsrm5 P.S. What’s your take on the Q4 numbers? Are you seeing the same market shifts? Is anything missing in this summary? Share your thoughts below ?? ? P.P.S. If this was useful, please reshare ?? and follow us, Delphi Data Labs , for more hydrogen market insights.

We've analyzed the hydrogen and derivatives market 2024 . ? Here’s what you need to know for strategic decisions in 2025. ? Let’s look at what happened: → 287 hydrogen projects reached FID since 2021 → €1.2 billion committed by Spain to 16 hydrogen projects → Universal Hydrogen shut down after raising over $100 million → Hoeller Electrolyzer, tied to Rolls-Royce, also exited → 50+ companies making moves in electrolyzer production → Geologic hydrogen exploration ramped up ? Looking ahead, 2025 will bring more clarity. The industry is consolidating, and weaker players are exiting. Investors are still funding projects, but capital is becoming more selective. You can get the full document here: https://lnkd.in/emCEsrm5 P.S. What’s your take on the Q4 numbers? Are you seeing the same market shifts? Is anything missing in this summary? Share your thoughts below ?? ? P.P.S. If this was useful, please reshare ?? and follow us, Delphi Data Labs , for more hydrogen market insights.

Another €3B for pipelines. Another $636M for green iron. The hydrogen race is on. → KGM & PHINIA: Develop 2-litre hydrogen engine with 500 km range. → Finland: €1.4B hydrogen refining plant planned in Oulu. → Aemetis: Ethanol plant surpasses $2B in total revenue. → GAIL & Accelera: Partner to advance hydrogen tech in India. → H2Global: Launches €2.5B green hydrogen auction. → Czech Republic: Pushes for flexible EU hydrogen criteria. → Enagás: Plans €3B investment in hydrogen pipelines. → Australia: Allocates $636M for green iron production. Check out the slides for more details and a bonus at the end. Get our new 2024 market review here: https://lnkd.in/emCEsrm5 P.S. Which news stands out to you? Let us know in the comments ?? P.P.S. If this was useful, reshare ?? and follow us, Delphi Data Labs , for more hydrogen market updates.

We’ve summarized the latest 8 hydrogen project updates. Here’s what’s happening across the sector: → GreenGo: 6GW hydrogen-ammonia project in Mauritania. → EU: Plans 60% subsidy for hydrogen equipment under new policy. → Enertrag: Public auction for 500 t/year hydrogen from 10MW site. → US DOE: Funds $745K waste-to-hydrogen project in Arkansas. → TotalEnergies & Air Liquide: 250MW electrolyzer for Dutch refinery. → Oman: Liquid hydrogen export project moves forward with new studies. → Morocco: €30M-backed ammonia project targets 1M t/year by 2027. → Saudi Arabia: Waste-to-hydrogen plant to process 100M tonnes of waste. Check out the slides for more details and a bonus at the end. Get our Q3/2024 market review here: https://lnkd.in/extmxfUB P.S. Which project stands out to you? Let us know in the comments ?? P.P.S. If this was useful, reshare ?? and follow us, Delphi Data Labs , for more hydrogen market updates.

Hydrogen Investment Trends: What’s really happening? ↓ A few years ago, hydrogen was driven by investment hype. Today, the reality is sobering: over 100 projects have been canceled due to regulatory delays, cost inflation, and financing uncertainties - casting doubt on the industry's long-term trajectory. Many projects struggle to secure final investment decisions (FID), while others face restructuring or downsizing. Meanwhile, several pure-play hydrogen companies are in financial distress, with many unlikely to survive. But beyond the big headlines, what is really happening? Let’s take a closer look at the development of direct investments into hydrogen companies: Despite these setbacks, between 2019 and 2024, total?annual funding surged from $720M to $19.44B - a 2,600% growth rate. While certain ventures and projects fail, investment activity remains at record levels, with capital still flowing into key areas of the value chain. Top 5 (+1) funded companies in 2024: ↗? Stegra (H2 Green Steel): raised €4.2B in debt financing for green steel production. ↗? Plug Power: secured $1.66B in DOE loan guarantees and $75.7M in grants for hydrogen projects. ↗? Infinium: received $1.05B, of which $200M are committed and $850M are conditional. (↗? Tallgrass: obtained $843M from the Canadian Pension Plan, with partial allocation to hydrogen.) ↗? Twelve: raised $674M through Series C, debt financing, and post-IPO, including $400M. ↗? Sunfire: secured $559M via debt financing, grants, and Series E. Here is what those findings are based on: ↗? Dataset with 1,540+ tracked transactions in different sectors (fuel cell, ammonia, carbon capture etc.) ↗? This includes direct investments into companies (equity, venture capital, grants etc.) ↗? Project-specific CAPEX investments are excluded, only financing activities on company level Want deeper insights? Here’s what you can achieve with the Delphi PTX/Hydrogen Dashboard: ↗? Identify top-performing companies & investment trends ↗? Explore total funding for over 15 different segments ↗? See the most active investors & latest investment news ↗? Find the best investment opportunities in seconds ↗? Identify suitable investors for your next financing activity Next up: Insights into project FID trends! P.S. What were the best and worst hydrogen investments you’ve seen? Drop your thoughts in the comments. P.P.S. If this was useful, reshare ?? and follow Delphi Data Labs for more hydrogen market updates.