At a glance
- Cost compression and infrastructure readiness are decisive factors in India's green hydrogen ambition.
- The SIGHT scheme will decide whether India owns electrolyser manufacturing and gains pricing power, or remains dependent on imported technology.
- Scale will depend on India's ability to integrate energy, water, and logistics while securing export contracts.
Assessing India's green hydrogen ambitions
India has allocated ₹17,490 crore through the Strategic Interventions for Green Hydrogen Transition (SIGHT) programme to resolve a single, high-stakes question: can green hydrogen be made cheaper than the fossil fuel it must replace? The first tranche will tell us whether that bet is well-structured.