News from the Energy Transition Committee
Over the past quarter, the IPLOCA Energy Transition Committee has continued to develop its role as a practical source of market intelligence and industry dialogue for IPLOCA members. The Committee’s purpose remains focused on monitoring relevant news and researching different marketplaces for the benefit of the membership.
The Committee has also advanced its communication and visibility agenda. Regional contributors remain engaged across the different regions, with the goal of identifying trends that are relevant to IPLOCA members and translating them into concise, practical briefings. Internal Committee material is available on the IPLOCA website. The Energy Transition webpage has been refreshed, and specific articles are being regularly shared through the newsletter. The intention is to move from simple news collection toward curated interpretation, helping members understand where energy transition developments may create risks, opportunities, or practical infrastructure implications. Readers may find the article “Beyond Molecules” later in this edition.
From a market perspective, the external landscape confirms the importance of a balanced and factual approach. The IEA Global Hydrogen Review 2026 reports that low-emissions hydrogen production reached almost 1 Mt in 2025 and is expected to exceed 1% of global hydrogen production in 2026 for the first time, while also noting slower investment momentum, project delays, cancellations, and regulatory barriers. This reinforces one of the Committee’s central observations: the energy transition is moving forward, but execution risk, demand certainty, infrastructure readiness, and policy stability remain decisive factors.
Regionally, the Committee’s briefings continue to highlight how the energy transition is increasingly shaped by infrastructure readiness, project execution, and energy security considerations. In Europe, large-scale hydrogen, carbon capture, and e-fuels projects are progressing, but cost competitiveness, regulatory complexity, and infrastructure deployment remain critical challenges.
In Latin America, the focus is increasingly shifting toward permitting, bankability, and the development of integrated hydrogen, CO₂, and synthetic fuel corridors. Oceania continues to advance integrated low-carbon fuel systems, with growing momentum in hydrogen derivatives, carbon capture, and export-oriented projects. Meanwhile, North America is experiencing strong growth in electricity demand driven by AI, alongside increased investment in grid modernization, storage, LNG, and energy resilience. In the Middle East and Africa, energy security, carbon management, hydrogen exports, and fuel diversification remain key drivers of investment, despite continued geopolitical uncertainty. Together, these regional developments reinforce the growing importance of practical, scalable infrastructure solutions as the energy transition moves from ambition to implementation.
Looking ahead, the Committee will continue to strengthen its quarterly briefing rhythm, refine the way regional content is captured, and focus on the practical implications for IPLOCA members.
Meanwhile, we look forward to receiving memberfeedback on the Energy Transition webpage publications, with the goal in mind of offering clear, factual, and useful insights rather than competing with real-time market news providers.
Alejandro Maluf, Committee Chair