HyGOAT insights

Hydrogen market notes without the schlep

Long-form essays, policy analysis, and implementation playbooks on readiness, project development, and market design for the green hydrogen economy.

FEATUREDINTERACTIVE

Mar 10, 202610 min readGreen HydrogenP2XPolicy

The A to Z of P2X Projects

A March 2026 rewrite of our P2X guide: the global pipeline is more realistic, the policy stack is sharper, and bankable demand now matters more than announcements.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Tracer

Read article

Jun 30, 20269 min readGreen AmmoniaSECIRFNBO

India's Green Ammonia Cost Stack: From SECI Auctions to European Markets

A June 2026 HyGOAT Research briefing on India's SECI green ammonia cost stack, delivered-Rotterdam parity, and the RFNBO readiness wedge.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Readiness Research

Read article

May 29, 202610 min readWorld Hydrogen SummitNetherlandsHydrogen Valley

From Groningen to Rotterdam: Field Notes from World Hydrogen Summit 2026

A week across the Netherlands - the first Hydrogen Valley, a tense RFNBO roundtable, and the Port of Rotterdam - kept circling one question: who buys the molecule?

Ekansh Sharma

Founder, HyGOAT | Hydrogen Tracer

Read article

Mar 23, 20268 min readRFNBOEU PolicyIndia

The RFNBO Revision Is a Course Correction - But Only for Half the Market

8 EU member states want RFNBO rules rewritten. But if the goal is 10 MMTPA of imports by 2030, the revision needs to include the global supply chain it depends on.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Readiness Research

Read article

Mar 12, 20264 min readMediaDoordarshanGreen Hydrogen

HyGOAT Founder on Doordarshan: Green Hydrogen, AI, and India's Path to 2047

Ekansh Sharma appeared on DD Jhalana for National Science Day 2026 to discuss green hydrogen, frugal innovation, and India's clean energy future.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Readiness Research

Read article

Feb 13, 20266 min readConferenceIndiaNGHM

India's Hydrogen Dilemma: Reflections from IIT Delhi's National Conference

The offtake crisis, the domestic-vs-export debate, and why most Indian stakeholders don't yet understand EU RFNBO market architecture.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Readiness Research

Read article

Jan 10, 20269 min readGreen HydrogenPolicyMarkets

Year in Review: 12 Hydrogen Headlines That Shaped 2025

From India's GHCI launch to $110 billion in global investment, 2025 marked hydrogen's transition from promise to reality. Here are the 12 stories that defined the year.

Ekansh Sharma

Founder, HyGOAT | Hydrogen Tracer

Read article

Oct 08, 20255 min readGreen HydrogenR&DPolicy

India's First Green Hydrogen R&D Conference: Field Notes

Twelve takeaways from MNRE and CEEW's inaugural green hydrogen R&D conference -- what's working, where the gaps are, and how founders can survive the valley of death.

Ekansh Sharma

Entrepreneur | Engineer | Hydrogen Tracer

Read article

Sep 09, 20254 min readGreen HydrogenGreen AmmoniaMarket Analysis

Why ACME Cleantech Dominated India's Green Ammonia Auctions

A logistics-first bidding strategy, integrated supply chain, and disciplined risk appetite helped ACME Cleantech win six out of thirteen SECI auctions under India's SIGHT Scheme.

Ekansh Sharma

Entrepreneur | Engineer | Hydrogen Tracer

Read article

Jul 31, 20253 min readFounder JourneyGreen HydrogenIndia

June Field Notes: Conversations That Shaped HyGOAT

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Ekansh Sharma

Entrepreneur | Engineer | Hydrogen Tracer

Read article

May 03, 20256 min readGreen HydrogenPolicyIndia

PULSE editorial note

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Ekansh Sharma

Entrepreneur | Engineer | Hydrogen Tracer

Read article