About

The Hydrogen Compass: India Navigator serves as a window into India’s clean hydrogen industry by presenting the industry’s projects, policy developments and emerging ecosystems. All information is based on the Hydrogen Council’s annual report, Global Hydrogen Compass 2026, where further information can be found across regions.

Project Pipeline

An interactive map of India's clean hydrogen projects and port infrastructure: explore locations, capacities, and development status across the country's emerging hydrogen ecosystem.

Click to Filter by Project Type

Pre-FID

Operational

FID/Under Construction

Ports

All

India 101: Key Figures

India stands out in clean hydrogen and ammonia because it pairs abundant, low-cost solar and wind resources with strong government support (the National Green Hydrogen Mission) to produce low-cost renewable hydrogen at scale.

It already has a large ammonia/fertilizer market to decarbonize domestically, plus coastal infrastructure well-suited for exporting to Asia and Europe. This combination of cost advantage, policy push, and energy security needs makes it a major one to watch.

National Targets

Current Status

5

Mtpa

National Green Hydrogen Mission 2030 Target

Aim to supply hydrogen at 1.5 -2 $/kg - SECI as the implementing agency

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India's flagship policy to position the country as a global hub for green hydrogen production and export.

2.4

BUSD

Targeted Investment by 2030

Majority of funds for SIGHT scheme (manufacturing and production incentive)

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Competitive reverse auctions under the Mission that award per-kilogram incentives to electrolyser makers and renewable hydrogen producers.

6

BUSD

Committed Investment by 2030

Based on Hydrogen Council data (Production to End-use)

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130

BUSD

Global Committed Investment by 2030

0.22

Mtpa

Committed Capacity by 2030

Based on Hydrogen Council data

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6.9

Mtpa

Global Committed Investment by 2030

0.01

Mtpa

Operational Hydrogen Capacity

Based on Hydrogen Council data

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1.7

Mtpa

Global Operational Hydrogen Capacity

2.5-3

Mtpa (0.5-0.6 Mtpa Hydrogen)

Total Ammonia Import Demand

Imports for fertilizer currently supplied by grey ammonia (total consumption is 10X)

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~80%

of India’s ammonia consumption relies on imports

0.72

Mtpa (0.1 Mtpa Hydrogen)

Firm Ammonia 2030 Demand

Awarded SIGHT auction volumes

Click for More

6

Mtpa

Firm Hydrogen Demand Globally by 2030

5

Mtpa

National Green Hydrogen Mission 2030 Target

Aim to supply hydrogen at 1,5 -2 $/kg - SECI as the implementing agency

Click for More

India's flagship policy to position the country as a global hub for green hydrogen production and export.

2.4

BUSD

Targeted Investment by 2030

Majority of funds for SIGHT scheme (manufacturing and production incentive)

Click for More

Competitive reverse auctions under the Mission that award per-kilogram incentives to electrolyser makers and renewable hydrogen producers.

6

BUSD

Committed Investment by 2030

Based on Hydrogen Council data (Production to End-use)

Click for More

130

BUSD

Global Committed Investment by 2030

0.22

Mtpa

Committed Capacity by 2030

Based on Hydrogen Council data

Click for More

6.9

Mtpa

Global Committed Investment by 2030

0.01

Mtpa

Operational Hydrogen Capacity

Based on Hydrogen Council data

Click for More

1.7

Mtpa

Global Operational Hydrogen Capacity

2.5-3

Mtpa (0.5-0.6 Mtpa Hydrogen)

Total Ammonia Import Demand

Imports for fertilizer currently supplied by grey ammonia (total consumption is 10X)

Click for More

~80%

of India’s ammonia consumption relies on imports

0.72

Mtpa (0.1 Mtpa Hydrogen)

Firm Ammonia 2030 Demand

Awarded SIGHT auction volumes

Click for More

6

Mtpa

Firm Hydrogen Demand Globally by 2030

Emerging Ecosystem

India translates low-cost renewables into bankable domestic ammonia, reducing import dependence and enabling new exports.

Cost-Competitive Supply

Resources and cost structures that enable hydrogen production.

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Infrastructure

Hard infrastructure (pipelines, ports, etc.) and soft infrastructure (CI certificates, trading frameworks) that physically and commercially connect supply and demand.

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Bankable Demand

Captive industrial demand or regulatory mandate that creates financeable, bankable offtake.

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Market Activation

Policy, financing and coordination that tie the value chain together and enable scale.

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900-1100

100-200

150-250

75-100

TBD

550-600

EU Production Cost

Power Sourcing

Electrolysis Plant Capex

Electrolyzer Utilization

Additional Levers

India Auction

EU Production Cost

Power Sourcing

Electrolysis Plant CAPEX

Electrolyzer Utilization

Additional Levers

India Auction

Power Sourcing: Reducing power costs from ~$55 to ~$30-40/MWh enabled by less stringent sourcing standards.¹

1. As produced, Indian green ammonia would not meet RFNBO standards.

Electrolysis Plant CAPEX: Reducing CAPEX to ~$700/kW, from a baseline of ~$1,700/kW, likely using Chinese systems.

Electrolyzer Utilization: Increasing utilization to ~90% from ~65%, enabled by annual matching and energy storage resources.

Additional Levers: Additional levers, including subsidy (worth ~$20/t NH3), refinancing options, sales into high WtP export markets.

India Auction: 470-570 $/ton. Estimated production cost range needed to potentially compete with post-ETS/CBAM conventional ammonia in EU.

550-600 $/ton

India SIGHT auction result — achieved renewable NH3 production cost from integrated developers.

What makes it work:

Power at Lowest Global Cost: Solar/wind hybrid at $0.02-0.03/kWh with >65% capacity factors.

Chinese Electrolyzer Systems: CAPEX reduced to ~$700/kW from ~$1,700/kW EU baseline.

High Utilization via Annual Matching: ~90% utilization (vs ~65% baseline) enabled by energy storage resources.

SIGHT Incentives: $0.60-1.10/kg production incentives (Tranche II, 3 years).

Integrated renewables, ammonia production, and port infrastructure enable export-ready supply chains.

Projects (By Maturity)

Operational

Commissioned

Under Construction

FID

FEED

2030: Cumulative capacity, ktpa

0

88 Infrastructure

NGHM-Designated H2 Hub Port

Electrolyzer Factory

LNG Import Routes

Strait of Hormuz

Other LNG

Fertilizer import substitution creates a bankable domestic market for green ammonia.

Total direct liquid ammonia imports into India

724
kpta

Tranche 1 of SIGHT auctions awarded for liquid ammonia import displacement  (~25-30% of direct liquid ammonia imports)

0.7

1.8 2.5-3

Ecosystem-specific context & supporting policy landscape.

SIGHT auctions secure domestic green NH3 offtake

SIGHT awards production volumes; NGHM waives transmission fees; certification needed for EU export

$2.5
billiion

Projected savings from initial awarded Tranche of SIGHT Ammonia auctions

Emerging Ecosystem

India translates low-cost renewables into bankable domestic ammonia, reducing import dependence and enabling new exports.

Cost-Competitive Supply
Resources and cost structures that enable hydrogen production.

Low-cost renewable resources enable renewable ammonia to compete with imported supply.

Comparison between European and India renewable NH3 production cost, $/ton NH3

EU Production Cost

Power Sourcing

Electrolysis Plant Capex

Electrolyzer Utilization

Additional Levers

India Auction

EU Production Cost

Power Sourcing

Electrolysis Plant Capex

Electrolyzer Utilization

Additional Levers

India Auction

900-1100

100-200

150-250

75-100

TBD

550-600

For more information, visit the cost leadership section below.

EU Production Cost

Power Sourcing

Electrolysis Plant CAPEX

Electrolyzer Utilization

Additional Levers

India Auction

Bankable Demand
Captive industrial demand or regulatory mandate that creates financeable, bankable offtake.

Fertilizer import substitution creates a bankable domestic market for green ammonia.

Total direct liquid ammonia imports into India

724
kpta

Tranche 1 of SIGHT auctions awarded for liquid ammonia import displacement  (~25-30% of direct liquid ammonia imports)

0.7

1.8 2.5-3

Infrastructure
Hard infrastructure (pipelines, ports, etc.) and soft infrastructure (CI certificates, trading frameworks) that physically and commercially connect supply and demand.

Integrated renewables, ammonia production, and port infrastructure enable export-ready supply chains.

Projects (By Maturity)

Operational

Commissioned

Under Construction

FID

FEED

2030: Cumulative capacity, ktpa

0

88 Infrastructure

NGHM-Designated H2 Hub Port

Electrolyzer Factory

LNG Import Routes

Strait of Hormuz

Other LNG

Market Activation
Policy, financing and coordination that tie the value chain together and enable scale.

Ecosystem-specific context & supporting policy landscape.

SIGHT auctions secure domestic green NH3 offtake

SIGHT awards production volumes; NGHM waives transmission fees; certification needed for EU export

$2.5
billiion

Projected savings from initial awarded Tranche of SIGHT Ammonia auctions

Cost Leadership

India leverages a combination of flexible sourcing of low-cost renewable power, with low cost electrolyzers to bring ammonia production cost to at or below $600/t.

900-1100

100-200

150-250

75-100

TBD

550-600

EU Production Cost

Power Sourcing

Electrolysis Plant Capex

Electrolyzer Utilization

Additional Levers

India Auction

EU Production Cost

Power Sourcing

Electrolysis Plant CAPEX

Electrolyzer Utilization

Additional Levers

India Auction

Power Sourcing: Reducing power costs from ~$55 to ~$30-40/MWh enabled by less stringent sourcing standards.¹

1. and there should be a footnote stating “As produced, Indian green ammonia would not meet RFNBO standards”

Electrolysis Plant CAPEX: Reducing CAPEX to ~$700/kW, from a baseline of ~$1,700/kW, likely using Chinese systems.

Electrolyzer Utilization: Increasing utilization to ~90% from ~65%, enabled by annual matching and energy storage resources.

Additional Levers: Additional levers, including subsidy (worth ~$20/t NH3), refinancing options, sales into high WtP export markets.

India Auction: 470-570 $/ton. Estimated production cost range needed to potentially compete with post-ETS/CBAM conventional ammonia in EU.

550-600 $/ton

India SIGHT auction result — achieved renewable NH3 production cost from integrated developers.

What makes it work:

Power at Lowest Global Cost: Solar/wind hybrid at $0.02-0.03/kWh with >65% capacity factors.

Chinese Electrolyzer Systems: CAPEX reduced to ~$700/kW from ~$1,700/kW EU baseline.

High Utilization via Annual Matching: ~90% utilization (vs ~65% baseline) enabled by energy storage resources.

SIGHT Incentives: $0.60-1.10/kg production incentives (Tranche II, 3 years).

About

Project Pipeline

An interactive map of India's clean hydrogen projects and port infrastructure: explore locations, capacities, and development status across the country's emerging hydrogen ecosystem.

Click to Filter by Project Type

Pre-FID

Operational

FID/Under Construction

Ports

All

Location

Member Project

Companies Involved: Involved

Project Status: Status

Commercial Operation Date (COD): COD

Hydrogen Pathway: Pathway

Total Production Capacity 2030 (MW): MW

Total Production Capacity 2030 (kton): kton

India 101: Key Figures

National Targets

Current Status

5

Mtpa

National Green Hydrogen Mission 2030 Target

Aim to supply hydrogen at 1.5 -2 $/kg - SECI as the implementing agency

Click for More

India's flagship policy to position the country as a global hub for green hydrogen production and export.

2.4

BUSD

Targeted Investment by 2030

Majority of funds for SIGHT scheme (manufacturing and production incentive)

Click for More

Competitive reverse auctions under the Mission that award per-kilogram incentives to electrolyser makers and renewable hydrogen producers.

6

BUSD

Committed Investment by 2030

Based on Hydrogen Council data (Production to End-use)

Click for More

130

BUSD

Global Committed Investment by 2030

0.22

Mtpa

Committed Capacity by 2030

Based on Hydrogen Council data

Click for More

6.9

Mtpa

Global Committed Investment by 2030

0.01

Mtpa

Operational Hydrogen Capacity

Based on Hydrogen Council data

Click for More

1.7

Mtpa

Global Operational Hydrogen Capacity

2.5-3

Mtpa (0.5-0.6 Mtpa Hydrogen)

Total Ammonia Import Demand

Imports for fertilizer currently supplied by grey ammonia (total consumption is 10X)

Click for More

~80%

of India’s ammonia consumption relies on imports

0.72

Mtpa (0.1 Mtpa Hydrogen)

Firm Ammonia 2030 Demand

Awarded SIGHT auction volumes

Click for More

6

Mtpa

Firm Hydrogen Demand Globally by 2030

5

Mtpa

National Green Hydrogen Mission 2030 Target

Aim to supply hydrogen at 1,5 -2 $/kg - SECI as the implementing agency

Click for More

India's flagship policy to position the country as a global hub for green hydrogen production and export.

2.4

BUSD

Targeted Investment by 2030

Targeted Investment by 2030

Committed Investment by 2030

Committed Capacity by 2030

Total Ammonia Import Demand

Targeted Investment by 2030

Committed Investment by 2030

Committed Capacity by 2030

Total Ammonia Import Demand