India’s Green Hydrogen Push Stalls as Think Tank Cites Weak Demand and Infrastructure Gaps

As of August 2025, 94% of planned capacity remained at the announcement stage, with 0.1% under construction and 2.8% operational across 158 projects, IEEFA found. Announced capacity totals 11.2 MMTPA, more than double the government’s 2030 target, yet weak buyer commitments and limited storage and transport are slowing progress. The National Green Hydrogen Mission launched in 2023 with a Rs 197 billion outlay and a 5 MMTPA target for 2030, but a top clean energy official now expects the milestone in 2032. IEEFA flags high production costs, uncertain offtake, inconsistent definitions of “green” hydrogen, and the lack of shared infrastructure as the main barriers to project finance and uptake. The think tank urges hydrogen purchase obligations, demand aggregation, and co‑located hubs, while industry sees total hydrogen demand at 15–20 MMTPA by 2030 with green potentially supplying about one‑quarter to one‑third if policies land.