Scaling Hydrogen, Strengthening Resilience
扩大氢能规模，增强能源韧性
From 26 to 30 October, Brussels became the meeting point for Europe’s hydrogen sector
The seventh edition of the European Hydrogen Week brought together policymakers, industry leaders, researchers, investors and technology providers to address one of the most important questions facing Europe’s energy and industrial transition: how can hydrogen move from political ambition and technological innovation to large-scale market deployment?
Co-organised by the European Commission, Hydrogen Europe and the Clean Hydrogen Partnership, in partnership with UNIDO, the event covered the entire hydrogen value chain through the High-Level Policy Conference, the B2B Forum, the Innovation Forum and the exhibition.
Under the theme “Scaling Hydrogen, Strengthening Resilience”, the discussions in Brussels reflected a clear evolution in Europe’s hydrogen debate. The challenge is no longer simply to demonstrate that hydrogen technologies can work. The priority is increasingly to create the market conditions needed to make projects investable and commercially sustainable.
Europe has built a strong policy framework, technological base and project pipeline. The next phase, however, will depend on its ability to translate these foundations into real demand, infrastructure, investment and industrial deployment.
10 月 26 日至 30 日，布鲁塞尔成为欧洲氢能行业的汇聚之地
第七届欧洲氢能周汇聚政策制定者、行业领袖、科研人员、投资方与技术服务商，共同探讨欧洲能源与工业转型面临的核心议题：氢能如何从政策愿景与技术创新，走向规模化市场落地？
本次活动由欧盟委员会、欧洲氢能协会、清洁氢能伙伴关系联合主办，联合国工业发展组织（UNIDO）协办。活动通过高层政策会议、B2B 商务论坛、创新论坛以及配套展览，覆盖氢能全产业链。
本届主题为“扩大氢能规模，增强能源韧性”。布鲁塞尔的各项研讨，体现出欧洲氢能领域的讨论重心已发生明显转变：当下的核心挑战不再只是验证氢能技术的可行性；工作重心逐步转向打造适宜的市场环境，让项目具备可投资性、实现商业可持续运营。
欧洲已经搭建起完善的政策框架、夯实了技术基础，储备了一批项目储备库。但下一阶段的推进，取决于欧洲能否将这些基础条件转化为真实市场需求、配套基础设施、投资资金以及产业落地成果。
Hydrogen as a Strategic Industrial Asset
One of the strongest messages emerging from the conference was the changing role of hydrogen in Europe’s broader policy agenda.
Hydrogen is no longer discussed only as a tool for reducing emissions. It is increasingly connected with energy security, industrial competitiveness and strategic resilience.
At the opening of the High-Level Policy Conference, European Commissioner for Energy and Housing Dan Jørgensen underlined the role that renewable and low-carbon hydrogen can play in making Europe’s energy system more secure and affordable.
This broader perspective is significant. Europe’s energy transition is taking place in a context of high energy costs, geopolitical uncertainty and growing international competition for clean technologies and industrial investment. In this environment, hydrogen is increasingly seen as part of a wider effort to build a more flexible, autonomous and resilient European energy and industrial system.
For policymakers, this means that hydrogen policy can no longer be considered in isolation from industrial and competitiveness policies. For businesses, it means that future opportunities may increasingly emerge where hydrogen can contribute simultaneously to decarbonisation, industrial competitiveness and energy resilience.
氢能：一项战略性工业资产
大会传递出最重要的信号之一，是氢能在欧洲整体政策议程中的定位正在发生转变。
氢能不再仅仅被视作减排工具，它越来越多地和能源安全、产业竞争力、战略韧性紧密绑定。
在高层政策会议开幕式上，欧盟能源与住房事务专员丹・约根森（Dan Jørgensen）强调，可再生氢能与低碳氢能能够助力欧洲能源体系变得更安全、成本更可控。
这种更广维度的视角意义重大。欧洲能源转型，正处在能源价格高企、地缘局势不确定、清洁能源技术与产业投资的国际竞争日趋激烈的大背景之下。在此环境下，氢能被视作一项重要抓手，助力打造更灵活、自主、具备韧性的欧洲能源与工业体系。
对政策制定者而言，这意味着氢能政策不能脱离产业政策与竞争力政策单独考量。对企业而言，这代表未来的机遇将更多出现在氢能可以同时实现脱碳、提升产业竞争力、强化能源韧性的场景当中。
The Real Challenge: Creating Demand
Perhaps the most important practical message from European Hydrogen Week was the need to move from supply-side ambition towards real and predictable market demand.
Europe has invested significantly in hydrogen research, technology and production capacity. But large-scale projects cannot be developed on policy ambition alone.
Producers need customers willing to purchase clean hydrogen over the long term. Industrial users, meanwhile, need reliable supply at commercially sustainable conditions before committing to major investments.
This creates one of the sector’s central challenges: how to bridge the gap between supply and demand.
Hydrogen Europe concluded that the sector needs greater regulatory certainty, workable production rules and, crucially, stronger demand creation. The organisation also warned that weakening or revising existing targets could create further uncertainty at a moment when the industry needs stability and consistency.
The message for policymakers is therefore increasingly clear: the next stage of hydrogen policy will depend less on setting new ambitions and more on making existing ambitions credible, predictable and investable.
This will require:
• stable regulatory frameworks;
• effective implementation of existing European targets;
• policies capable of reducing the cost gap between clean hydrogen and conventional alternatives;
• stronger and more predictable demand signals, particularly in hard-to-abate sectors.
From targets to market signals
For the hydrogen sector, policy targets are important not only for environmental reasons. They also provide the long-term visibility needed to justify investment in production facilities, infrastructure and industrial applications.
The challenge for Europe will therefore be to ensure that policy implementation creates real market signals, rather than simply adding another layer of regulatory complexity.
真正的挑战：创造市场需求
欧洲氢能周传递出一条最具现实意义的核心观点：行业需要从供给侧的目标愿景，转向真实、可预期的市场需求。
欧洲已经在氢能研发、技术攻关以及产能建设方面投入大量资源。但大型项目无法仅仅依靠政策愿景落地推进。
氢能生产商需要愿意长期采购清洁氢能的客户；与此同时，工业用户只有在能够获得具备商业可持续条件的稳定供应之后，才会下决心投入大额投资。
这就形成了行业核心难题：如何弥合供需之间的缺口。
欧洲氢能协会（Hydrogen Europe）认为，行业需要更高的监管确定性、可落地的生产规范，最为关键的是，要强化需求培育。该机构同时警示：在行业正急需稳定、连贯政策的阶段，如果弱化或修改现有目标，将会进一步加剧不确定性。
因此，政策制定者收到的信号愈发清晰：下一阶段氢能政策的重点，不在于设立新目标，而在于让已有的目标具备可信度、可预期性与可投资性。
实现这一点需要：
• 稳定的监管框架；
• 欧洲现有各项目标的有效落地执行；
• 出台政策缩小清洁氢能与传统替代能源之间的成本差距；
• 形成更强、更可预期的需求信号，尤其是在难减排行业。
从目标到市场信号
对于氢能行业而言，政策目标的意义不只是出于环保考量。目标也为生产设施、基础设施、工业应用端的投资提供长期预期，支撑投资决策。
欧洲面临的挑战在于：要确保政策落地能够生成真实的市场信号，而不是单纯叠加一层又一层繁复的监管规则。
From Innovation to Industrial Impact
The Innovation Forum, held alongside the High-Level Policy Conference, focused on another critical challenge: how to transform technological innovation into industrial and commercial impact.
Under the theme “From Innovation to Impact: Clean Hydrogen for Europe’s Competitiveness”, discussions addressed technology performance, cost competitiveness, start-ups and scale-ups, skills, Hydrogen Valleys and the connection between public and private funding.
The underlying message was straightforward: Europe’s technological strengths will only generate economic and industrial value if innovation can successfully move from research to demonstration, investment and market uptake.
For companies developing new hydrogen technologies, access to finance is only one part of the challenge. They also need:
• demonstration opportunities;
• industrial partnerships;
• first commercial customers;
• investment and financing;
• skilled people capable of developing and operating projects.
This highlights an important shift in the European approach. The objective is increasingly not simply to fund research projects, but to support the entire innovation journey, connecting research, project development, public support and private investment.
从创新走向产业实效
与高层政策会议同期举办的创新论坛，聚焦另一项关键挑战：如何将技术创新转化为产业与商业实效。
本届创新论坛主题为“从创新到实效：清洁氢能助力欧洲提升竞争力”，研讨内容涵盖技术性能、成本竞争力、初创与成长型企业、人才技能、氢能谷，以及公私资金联动机制。
其核心观点十分明确：欧洲的技术优势，只有当创新成果顺利完成从研发到示范、获得投资并实现市场应用，才能转化为经济价值与产业价值。
对于开发新型氢能技术的企业而言，融资仅仅是挑战的一环。企业同时还需要：
• 示范验证场景；
• 产业合作伙伴；
• 首批商业化客户；
• 各类投资与融资支持；
• 能够开发、运营项目的专业技术人才。
这凸显了欧洲思路的重要转变：政策目标不再只是资助科研项目，而是支持完整的创新全链路，打通科研、项目开发、公共扶持与社会资本投资。
Hydrogen Valleys: From Demonstration to Deployment
One of the most practical examples of this integrated approach is the development of Hydrogen Valleys.
Rather than treating hydrogen production, infrastructure and end-use as separate projects, Hydrogen Valleys aim to connect them within integrated local or regional ecosystems.
This approach can help address one of the main barriers to investment: the risk created when different parts of the value chain develop at different speeds.
A hydrogen producer needs confidence that infrastructure and customers will be available. Industrial users need confidence that sufficient supply will exist. Infrastructure developers need confidence that both supply and demand will materialise.
Integrated ecosystems can help reduce these interdependencies.
The Clean Hydrogen Partnership is supporting this process through Project Development Assistance, including technical, financial and legal support aimed at helping projects move from concept towards implementation and investment readiness.
A lesson for business
For companies, the opportunity may increasingly lie not only in selling a specific technology or product, but in becoming part of integrated industrial ecosystems.
Technology suppliers, energy companies, infrastructure operators, industrial users, financial institutions, research organisations and regional authorities will all have a role to play in building commercially viable projects.
The companies best positioned to benefit may therefore be those capable of developing partnerships across the value chain.
氢能谷：从示范走向落地
这套一体化发展思路最具实践价值的案例之一，就是氢能谷的建设。
氢能谷不再将氢能生产、基础设施、终端应用拆分成彼此独立的项目，而是致力于在地方或区域一体化生态系统中将各环节打通串联。
该模式有助于破解投资层面的一大核心障碍：产业链各环节推进节奏不一带来的风险。
氢能生产商需要确信配套基础设施与下游客户能够如期落地；工业用户需要确信稳定充足的供应可以保障；基础设施建设方则需要确信供给与需求两端都能够兑现。
一体化产业生态有助于缓解这种多方互相依赖的风险。
清洁氢能伙伴关系计划通过项目开发援助机制为上述进程提供支持，包含技术、财务与法务配套服务，助力项目从概念阶段走向落地实施，达到可投资状态。
给企业的启示
对企业而言，机遇将不再局限于售卖单一技术或产品，更多在于融入一体化产业生态。
技术供应商、能源企业、基础设施运营商、工业用户、金融机构、科研单位以及地方政府，在打造具备商业可行性的项目中都承担相应角色。 因此，最有机会受益的企业，是那些能够在全产业链搭建合作联盟的主体。
Connecting Funding with Deployment
Another important theme in Brussels was the need to connect different funding mechanisms more effectively.
Hydrogen projects often move through several stages: research, demonstration, first commercial deployment, infrastructure development and market expansion. Each stage may require different forms of support and financing.
During the Innovation Forum, discussions explored how EU, national, regional and private funding can work together to support the full innovation journey.
The practical challenge is often not simply the availability of funding, but the ability to connect different instruments and reduce the financial risks associated with large-scale deployment.
The direction emerging from the conference suggests a stronger focus on investment readiness and project implementation.
For business, this means that technical innovation alone will not be sufficient. Successful projects will increasingly need to demonstrate:
• a clear business case;
• credible partners across the value chain;
• access to infrastructure;
• identified end-users or customers;
• a realistic pathway from public support to commercial sustainability.
资金对接项目落地
布鲁塞尔会场的另一大重要议题，是如何更高效地打通各类融资渠道。
氢能项目通常历经多个阶段：研发、示范、首次商业化落地、基础设施建设以及市场拓展。每个阶段适配的扶持方式与融资工具各不相同。
创新论坛期间，各方探讨如何让欧盟资金、国家级资金、区域资金与社会资本协同发力，覆盖完整创新周期。
现实中的难点往往不在于资金是否可得，而在于如何串联各类融资工具，降低规模化落地伴随的财务风险。
大会传递的方向显示，行业将更加聚焦项目成熟度（可投资性）与项目实施落地。
对企业来说，仅靠技术创新已经不足以支撑项目推进。具备竞争力的项目，越来越需要证明以下要素：
• 清晰可行的商业方案；
• 产业链上可信的合作方；
• 基础设施接入条件；
• 已锁定的终端用户或客户；
• 从公共扶持过渡到商业可持续的现实路径。
From Individual Projects to Complete Value Chains
European Hydrogen Week also demonstrated the importance of looking beyond individual technologies.
A successful hydrogen economy depends on the development of complete and connected value chains, linking clean energy and electricity, hydrogen production, transport and storage, infrastructure, industrial and mobility applications, and ultimately long-term market demand.
The practical implication is significant. A highly efficient electrolyser, for example, cannot create a successful project without access to competitive electricity, infrastructure, customers and finance.
Similarly, industrial demand cannot grow at scale without reliable and affordable supply.
The transition from individual projects to integrated value chains will therefore become increasingly important.
Different regions may develop different combinations of domestic hydrogen production, imports and derivatives, industrial clusters, ports and logistics infrastructure, and regional or cross-border networks.
For businesses, understanding these industrial ecosystems will be as important as understanding hydrogen technology itself.
从单一项目到完整产业链
欧洲氢能周同时传递一个观点：视野不能局限于单项技术本身。
氢能经济的成功，有赖于搭建完整、互通的产业链，串联清洁能源与电力、氢能制备、储运、基础设施、工业与交通应用，最终形成长期市场需求。
这一点具备很强的现实指导意义。举例来说，即便电解槽效率很高，如果没有具备成本优势的电力、配套基础设施、下游客户以及融资支持，项目依然难以落地。 同理，如果没有稳定、平价的供应，工业端需求也无法规模化增长。
因此，从零散独立项目转向一体化产业链，将愈发关键。
不同区域会形成差异化组合模式：本地制氢、氢能进口、氢衍生物、产业集群、港口物流设施，以及区域或跨境互联网络的搭配各不相同。
对企业而言，读懂这类产业生态，和掌握氢能技术本身同等重要。
What Should Policymakers and Businesses Watch Next?
European Hydrogen Week did not suggest that the sector’s challenges have disappeared. The gap between long-term ambition and commercial reality remains significant, with costs, infrastructure, regulation and demand continuing to represent major barriers.
However, the discussions in Brussels pointed towards a clearer direction for the next phase of Europe’s hydrogen development.
1. Demand will become the critical market driver
Europe’s ability to scale hydrogen will increasingly depend on the development of credible and predictable demand. The focus will therefore move towards practical questions: who will buy clean hydrogen, at what cost, and under which long-term market conditions?
2. Policy stability will be as important as financial support
Financial support can help projects get started, but long-term investments also require confidence that the regulatory framework will remain sufficiently stable. For a sector characterized by long investment cycles, policy predictability is itself an economic asset.
3. Integration will become a competitive advantage
The most successful projects may not be those developing individual technologies in isolation, but those capable of connecting production, infrastructure, industrial demand and financing. This will create opportunities for new forms of industrial cooperation and cross-sector partnerships.
4. Innovation must increasingly demonstrate commercial impact
Europe remains a major centre for hydrogen research and innovation. The next challenge is to ensure that technological leadership translates into manufacturing capacity, competitive companies and commercially successful projects.
The focus is therefore shifting from innovation alone to innovation with a pathway to deployment.
政策制定者与企业后续重点关注方向
欧洲氢能周并未传递出行业难题已经消弭的信号。长期愿景与商业化现实之间仍存在显著差距，成本、基础设施、监管规则、市场需求依旧是主要阻碍。
但布鲁塞尔的研讨，为欧洲氢能下一阶段的发展指明了更为清晰的方向：
1. 需求将成为核心市场驱动力
欧洲氢能规模化发展，将越来越依托可信、可预期的市场需求。工作重心将转向务实问题：谁会采购清洁氢能？采购成本如何？需要什么样的长期市场条件？
2. 政策稳定性与资金支持同等重要
资金扶持可以帮助项目启动，但长期投资还需要一个前提：监管框架保持足够稳定。氢能行业投资周期漫长，政策可预期性本身就是一项经济资产。
3. 一体化协同将形成竞争优势
最容易取得成功的项目，未必是单独研发某项技术的项目，而是能够打通制氢、基础设施、工业需求与融资环节的项目。这会催生新型产业合作以及跨行业伙伴关系。
4. 创新必须持续证明其商业价值
欧洲仍是全球氢能研发创新的核心高地。下一项挑战，是把技术领先优势转化为制造产能、具备竞争力的企业以及商业上可行的落地项目。 行业重心由此从单纯的技术创新，转向具备落地路径的创新。
From Brussels to the Market
European Hydrogen Week 2026 demonstrated that Europe is entering a more practical phase of its hydrogen transition.
The fundamental question is increasingly not whether hydrogen has a role to play in Europe’s energy and industrial future. The question is how Europe can build the market conditions needed to make that role commercially sustainable and scalable.
This will require more than technological progress. It will require coordinated action on:
Policy → Demand → Investment → Infrastructure → Industrial Deployment
For businesses, this creates both challenges and opportunities. As the hydrogen sector moves beyond pilot projects, companies will increasingly be evaluated not only on the quality of their technology, but also on their ability to participate in bankable projects, integrated value chains and sustainable markets.
The key message from Brussels is clear:
Scaling hydrogen will require scaling more than production capacity. Europe must also scale the policies, partnerships, infrastructure and markets that make hydrogen investment possible.
The next phase of the hydrogen transition will be decided not only in laboratories or conference rooms, but in the ability of policymakers and businesses to turn ambition into projects—and projects into a functioning market.
从布鲁塞尔走向市场
2026 欧洲氢能周表明，欧洲氢能转型正迈入更加务实的阶段。
核心议题已经不再是氢能是否会在欧洲能源与工业的未来中占有一席之地，而是欧洲应当如何搭建市场环境，让氢能的作用具备商业可持续性、实现规模化推广。
这不仅仅依靠技术进步，还需要多方协同推进以下环节：
政策 → 需求 → 投资 → 基础设施 → 产业落地
对企业而言，机遇与挑战并存。随着氢能行业逐步走出试点项目阶段，评价企业的标准不再只局限于技术优劣，同时还要看企业能否参与具备融资可行性的项目、一体化产业链以及可持续市场。
本次布鲁塞尔会议传递的核心信息十分明确：
氢能规模化，不只是扩大产能。欧洲还必须同步完善政策、发展产业合作、建设配套基础设施、培育市场，让氢能投资具备落地条件。
氢能转型的下一阶段，成败不只取决于实验室或是会场内的研讨，更取决于政策制定者与企业能否将愿景转化为项目，再把项目培育成良性运转的市场。
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