In New Delhi in November 2025, the Ministry of New and Renewable Energy (MNRE) announced that India is likely to shift its goal of producing 5 million tonnes of green hydrogen annually from 2030 to 2032, citing global policy and demand uncertainties. The delay stems from export-market risks and slower adoption of green-jet and shipping fuels.
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- India now expects about 3 million tonnes of annual green hydrogen by 2030, instead of 5 million.
- The original target of 5 million tonnes per year is likely to be achieved by 2032.
- Delays are driven by policy uncertainties in Europe, a key export market for India’s green hydrogen.
- The International Maritime Organization (IMO) has deferred its green-fuel mandate by one year, affecting demand for hydrogen derivatives in shipping.
Implementation of the EU’s “Renewable Energy Directive III” has been delayed, reducing clarity on hydrogen/renewables uptake. - Some companies, especially export-oriented, have postponed investment decisions due to the uncertainty.
- Domestic demand is still being pursued via refineries and fertiliser sectors to anchor production.
- Upcoming tenders will focus on shipping industry demand for green methanol and hydrogen.
- Government reviewing solar/renewables trajectory (e.g., 50 GW tendering) in light of actual demand.




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