Clean Fuels
What’s Scaling and What’s Stalling?
Clean fuels are continuing to move from a policy ambition to an industrial reality, and for the industrial gases business the opportunity spans further than hydrogen alone.
As decarbonisation targets tighten and traditional energy markets face structural pressure, hydrogen, ammonia and e-fuels are each vying for their place in the future fuel mix. Yet 2026 has shown how uneven that progress can be – major hydrogen projects have been shelved on economics while green ammonia and e-fuels facilities move towards first production elsewhere, proving that translating ambition into investable, scalable projects remains far from straightforward.
Production routes are technically proven but the commercial case for each varies. Capital costs, offtake certainty, handling infrastructure, and regulatory frameworks are all shaping which pathways attract investment and which stall at the pilot stage.
The clean fuels opportunity may be real but integrating it into existing gas supply and logistics networks requires strategic understanding of where the risks are.
In this gasworld webinar, sponsored by OPW, we’ll look at how hydrogen, ammonia and e-fuels are reshaping the clean fuels landscape, the realities, infrastructure constraints and strategic decisions shaping this expanding frontier.
