Hydrogen market intelligence
Structured intelligence across the entire hydrogen value chain.
The hydrogen economy has moved from policy aspiration to industrial reality. Governments across Europe, Asia, the Middle East, and the Americas have committed hundreds of billions in public funding and regulatory support to accelerate production capacity. Major energy companies, industrial conglomerates, and infrastructure investors are building portfolios spanning green electrolysis, blue hydrogen with carbon capture, and emerging turquoise pyrolysis pathways.
But the hydrogen market is defined by a persistent gap between announcements and execution. Tens of thousands of projects have been publicly announced. Far fewer have secured financing, signed binding off-take agreements, ordered electrolyzers, and reached final investment decision. The ability to distinguish between real pipeline momentum and aspirational press releases is the difference between good decisions and expensive mistakes.
Delphidata provides structured, continuously updated intelligence across the full hydrogen value chain. Our semantic market model connects production facilities to their electrolyzer suppliers, EPC contractors, off-take counterparties, and downstream applications — ammonia synthesis, methanol production, refinery feedstock, steel reduction, mobility, and power generation.
The Delphi dashboard includes full project list and analysis, industry-level market sizing, stakeholder mapping, an awards leaderboard tracking subsidy allocations and auction results, and demand plant-level tracking connecting hydrogen supply to industrial consumption. The FID Tracker provides a continuously updated view of which projects have crossed the investment threshold.
What Delphidata tracks.
Structured data across the full value chain.
Production projects
All major pathways: green hydrogen via PEM, alkaline, SOEC, and AEM electrolysis; blue hydrogen via SMR and ATR with carbon capture; turquoise hydrogen via methane pyrolysis. Each mapped with nameplate capacity, electrolyzer specs, energy source, and timeline.
Electrolyzer supply chain
Manufacturer, technology type, stack size, efficiency ratings, degradation characteristics, and order backlog. Connected to the projects each supplier equips and the manufacturing facilities where stacks are produced.
Off-take and demand
Binding purchase agreements, letters of intent, tolling arrangements, and captive demand. Demand plant-level tracking connects hydrogen supply to refineries, ammonia plants, methanol facilities, steel mills, and mobility applications.
Financial and regulatory
Project financing structures, government subsidy awards (IPCEI, IRA 45V, national hydrogen strategies), auction results, and carbon pricing mechanisms affecting production economics.
Companies and relationships
Developers, electrolyzer OEMs, balance-of-plant suppliers, EPC contractors, project finance providers, strategic investors, and off-takers — all connected through the knowledge graph with relationship metadata.
Who uses this intelligence.
Energy companies and project developers
Track the competitive landscape, benchmark portfolios against peers, monitor technology trends, and identify partnership or acquisition targets. The Power Ranking provides a continuously updated leaderboard of the most active hydrogen developers globally.
Investors and financial institutions
Use the FID Tracker and project database to screen investment opportunities, assess developer track records, evaluate technology risk, and monitor portfolio companies. Structured data feeds directly into financial models and due diligence workflows.
Equipment manufacturers and EPC contractors
Identify sales opportunities, forecast demand for electrolyzers and balance-of-plant components, and track competitor contract wins. The supplier analysis connects OEMs to the projects they supply and the developers they serve.
Consultants and advisory firms
Use Aletheia to answer client questions about hydrogen markets in real time, and the Delphi dashboard to build market overviews, competitive benchmarks, and pipeline analyses for client deliverables.