Argus – Hydrogen ‘no passing fad’: IEA
Low-emissions hydrogen “is no passing fad” and deployment could soon approach the “breakneck expansion” seen in solar and offshore wind in their early years, the Paris-based energy watchdog the IEA said.
The sector has seen “stark” corrections recently, but these are “typical in emerging sectors”, the IEA said in its Energy Technology Perspectives 2026 report...
The IEA’s narrative presents low-emissions hydrogen as a resilient sector poised for exponential growth, despite recent corrections. The strongest version of this argument acknowledges the cyclical nature of emerging technologies—early exuberance followed by consolidation—and frames current challenges as temporary hurdles rather than existential threats. The IEA’s projection of a "breakneck expansion" akin to solar and offshore wind is compelling, particularly given the concrete data on investme...