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India’s Green Hydrogen Sector Records Strong Momentum in Q2 2025: JMK Research

India’s green hydrogen sector witnessed significant progress in the second quarter of 2025 (April–June), driven by new tenders, project commissioning, global partnerships, and supportive policy interventions, according to the Green Hydrogen India Market Update Q2 2025 released by JMK Research.

Key Tenders and Auctions

Two major tenders were issued during the quarter:

The Maharashtra Energy Development Agency (MEDA) floated a tender for a 130 KTPA green hydrogen production facility.

NTPC Renewable Energy invited bids for a 2 MW hydrogen unit in Chhattisgarh, intended for mobility applications.

In addition, Indian Oil Corporation Limited (IOCL) concluded the auction for its 10 KTPA Panipat Refinery project, with L&T Energy Green Tech emerging as the winner at a discovered tariff of ₹397/kg under a 25-year build-own-operate model.

Industry Partnerships and Collaborations

Several strategic collaborations were announced in Q2 2025, including:

Juno Joule Green Energy (India) & Select Energy GmbH (Germany) to set up a $1.3 billion green hydrogen and ammonia export hub in Andhra Pradesh.

AM Green & Port of Rotterdam to establish a supply chain enabling up to one million tonnes of hydrogen-fuel exports annually to Northwestern Europe.

Toyota Kirloskar Motor & Ohmium International to pilot hydrogen microgrid power solutions for remote sites.

Honeywell & NTPC Green to produce sustainable aviation fuel at Pudimadaka, Andhra Pradesh.

Projects Commissioned

Adani New Industries commissioned India’s first off-grid 5 MW hydrogen facility in Kutch, Gujarat, powered by solar and battery storage.

BPCL commissioned a 2.14 tonnes/day hydrogen facility at its Bina Refinery in Madhya Pradesh.

Larsen & Toubro inaugurated its electrolyser manufacturing unit in Hazira, Gujarat.

Investments and Market Developments

Indian oil refineries announced plans to invest ₹2,000 billion in green hydrogen projects over the coming years, reinforcing the refinery sector’s central role in driving hydrogen demand.

Other notable developments included the launch of India’s first hydrogen-fuel buses in Ladakh, the introduction of Bloom Energy’s solid oxide electrolyser technology in industrial applications, and Honeywell’s AI-enabled Protonium technology to improve hydrogen production efficiency.

Policy and Regulatory Updates

At the policy level, the Ministry of New and Renewable Energy (MNRE) introduced the Green Hydrogen Certification Scheme (GHCI), establishing a standard that defines hydrogen as “green” if lifecycle emissions remain below 2 kg CO₂e per kg of hydrogen.

Separately, the Government of Assam unveiled its Integrated Clean Energy Policy 2025, targeting 2,000 KTPA hydrogen production by 2030, the establishment of a hydrogen valley, and the development of an electrolyser giga factory.

Outlook

The report concludes that India’s green hydrogen sector is moving from pilot-scale initiatives towards commercialization and global integration, supported by clear policy direction, large-scale investments, and international partnerships. The benchmark tariff discovered at Panipat (₹397/kg) is expected to play a key role in shaping the economics of future projects, while export-linked agreements with Europe and Asia are positioning India as a potential hub in the global green hydrogen supply chain.

Source: SOLAR QUARTER

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