Energy Transition Today - Global Green Hydrogen Market Surge Fuels Decarbonization Efforts

The global green hydrogen market is experiencing robust growth, projected to reach between USD 100 billion to USD 120 billion by 2025, with potential growth rates of 30% to 40% CAGR through 2030. This expansion is underpinned by policy incentives and technological advancements across regions like Europe, Asia-Pacific, and North America. Europe is leading due to aggressive climate policies and infrastructure investment, while Asia’s growth is spearheaded by South Korea and China's strategic shifts toward hydrogen. Meanwhile, North America's market growth is spurred by federal incentives and corporate commitments, highlighting green hydrogen's increasing role in mobility, power, and industrial applications. This reflects a significant step in the energy transition landscape, emphasizing collaborative efforts to decarbonize and integrate renewable energy sources globally.

• Federal Hydro-Generating Company - RusHydro (MISX:HYDR) last closed at RUB0.80 up 0.8%.
• Samsung Heavy Industries (KOSE:A010140) last closed at ₩17,880 up 0.6%, not far from its 52-week high.
• China National Nuclear Power (SHSE:601985) last closed at CN¥9.41 down 0.6%.
• Hyundai Engineering & ConstructionLtd (KOSE:A000720) last closed at ₩73,100 down 0.9%.

In other market news, AES (NYSE:AES) was trading firmly up 19.8% and finishing the session at $13.26. AES is exploring strategic options, including a potential sale amid takeover interest, as noted two days ago. In the meantime, Kongsberg Gruppen (OB:KOG) trailed, down 12.1% to end the day at NOK324.50. The company announced increased earnings for the second quarter and six months, reported just 1 day ago.

AES's rapid expansion in renewable energy projects could drive a swift increase in earnings. Click through to explore the narrative of AES's strategic growth plan.

Don't miss our Market Insights article, "Opportunities In The Turbulent Transition To Greener Energy," exploring market challenges and nuclear's rising prominence.

Best Energy Transition Stocks

• First Solar (NasdaqGS:FSLR) finished trading at $165.99 up 0.3%. This week, First Solar entered a multi-year agreement with UbiQD to integrate quantum dot technology into its photovoltaic solar panels.
• Chevron (NYSE:CVX) closed at $153.02 down 0.1%.
• Tesla (NasdaqGS:TSLA) closed at $295.88 down 0.6%.

Turning Ideas Into Actions

• Click through to start exploring the rest of the 153 Energy Transition Stocks including Timken, Uniper and Kansai Electric Power Company now.
• Ready To Venture Into Other Investment Styles? These 17 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Green Hydrogen Global Market Insights and Growth Forecast 2025-2030 | Asia-Pacific Leads with Massive Green Hydrogen Scale-Up Ambitions" from Research and Markets on GlobeNewswire (published 10 July 2025)

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