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  <title>India’s renewable hydrogen projects face cost, delay risks from global conflicts</title>
  <description>India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use and large-scale exports to buyers seeking to secure future supplies of low-carbon fuels. However, recent geopolitical tensions, particularly in the Middle East, have disrupted supply chains and pushed up costs, posing risks to project timelines and cost estimates. Despite these near-term challenges, India’s long-term outlook remains robust, supported by the global shift from conventional fuels, an emphasis on energy security, and net-zero targets across major economies that are expected to drive future trade in renewable fuels. Ruchira Singh, Editor—Energy Transition at S&amp;amp;amp;P Global Energy joins Nishaanth Balashanmugam, CEO and Director of GH2 India--a trade body focused on accelerating renewable hydrogen in the country--and Vipul Garg, Senior Hydrogen Price Reporter at S&amp;amp;amp;P Global Energy, to discuss the factors shaping the sector, including the evolving business environment, regulatory landscape, and emerging markets for renewable hydrogen. </description>
  <author_name>Commodities Focus</author_name>
  <author_url>https://www.spglobal.com/commodity-insights</author_url>
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