INSIGHTS

After Years of Trials, U.S. Green Hydrogen Goes Large

Big green hydrogen and ammonia projects are advancing in the U.S., helped by tax credits and federal funding, marking a turn from pilots to industrial scale

22 Dec 2025

Industrial green hydrogen plant equipment assembled for large-scale US projects

Large-scale green hydrogen and ammonia projects in the US are moving closer to execution, signalling a shift away from pilot schemes towards industrial deployment backed by clearer policy support and investor interest.

After several years dominated by small demonstrations and cautious spending, developers are now advancing projects designed for commercial output. Recent announcements suggest a focus less on experimental ambition and more on delivery certainty, standardised technology and bankable revenue models.

One newly announced green ammonia project has emerged as a reference point for this change. It is backed by what would be among the largest hydrogen production systems planned in the US and reflects a broader industry move away from bespoke engineering towards factory-assembled, modular units aimed at reducing construction risk and shortening timelines.

At the centre of the development is a 240-megawatt green ammonia facility that integrates renewable power, hydrogen production and downstream processing. Once operational, the plant is expected to produce about 210,000 tonnes of green ammonia a year. Electric Hydrogen has been selected as the electrolyser supplier, highlighting growing demand for modular systems designed for predictable performance and rapid installation. A final investment decision is targeted for 2026, alongside anticipated clarity on long-term offtake contracts and policy guidance.

For Synergen Green Energy, the project’s developer, converting hydrogen into ammonia underpins the commercial case. Ammonia can be transported and stored using existing infrastructure, avoiding the need for new hydrogen pipelines or large-scale storage. This widens access to markets such as fertilisers, maritime fuel and exports, and provides clearer revenue paths. Industry participants often point to ammonia’s role in allowing hydrogen to function as a tradable commodity rather than a purely local energy source.

Federal policy support has been central to project momentum. The Inflation Reduction Act’s clean hydrogen production tax credits, alongside funding from the Department of Energy’s regional hydrogen hubs programme, have encouraged larger and more integrated developments. These incentives also place emphasis on traceability, renewable power sourcing and consistent output, favouring standardised systems.

Risks remain. Projects at this scale face execution challenges, long-term operating data is limited and supply chains for electrolysers and related equipment are constrained. Regulatory frameworks are also still evolving.

Even so, projects now advancing through development suggest the US hydrogen sector is moving beyond demonstration, towards a phase defined by industrial-scale delivery rather than experimentation.

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