The regulatory framework defining the European hydrogen markets is evolving fast. Lots of work has been done to define green hydrogen, the definition of low carbon hydrogen is upcoming, standards about electrolysers are being reviewed, the German core network has been validated as well as its financing mechanism. However, one major piece of the value chain is missing: the incentives for offtake. As we approach May 2025, we know that the implementation of the targets enshrined in the Renewable Energy Directive, 42% of RFNBO consumed in the industry by 2030, will probably not happen. In the actual economic situation, it is indeed difficult to put pressure on the European industry. On the other hand, we cannot do without decarbonising our production. To ensure the creation of a market for green products, while protecting our sovereignty and industrial competitivity, green lead markets are paramount (CO2 labels, quotas for green downstream products). In our speech, we propose to: 

1/ Expose the challenges linked to the signature of hydrogen offtake contracts

2/Analyse what will have been announced and achieved following the Clean Industrial Deal (many announcements planned for 2025)

3/Propose our view of the best instruments to achieve a green industrial transition and finally get hydrogen delivered