As part of the National Green Hydrogen Mission, India targeted setting up 5 million metric tonnes of green hydrogen production capacity per annum alongside 60-100 GW of dedicated renewable power. By 2026, early SIGHT scheme subsidies aim to bring the first wave of commercial electrolyser plants online.
Electrolyser Manufacturing Bottlenecks
While domestic bidding for SIGHT manufacturing incentives was strong, developers face high capital costs and supply shortages for key stack components like proton-exchange membranes (PEM) and rare earth catalysts.
Offtake Commitments
Fertilizer refineries and steel mills have been slow to sign long-term binding off-take agreements due to the current price gap between grey and green hydrogen.
What policy modifications or tariff protections could accelerate commercial adoption among heavy industrial power users this year?
