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Majors End use
Stuart Penson
27 October 2023
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Shell ‘refocuses’ hydrogen strategy on trucks and industry

Oil major drops plans for hydrogen in light mobility and cuts jobs in wider overhaul of low-carbon solutions business

Shell has dropped plans to supply hydrogen to the light mobility market in a strategic shift that will see its hydrogen business prioritise heavy-duty mobility and industrial applications. In the light mobility sector, which includes passenger cars and vans, Shell will continue to invest in electric vehicle (EV) charging. “As part of Shell’s drive to create more value with less emissions through a focus on performance, discipline and simplification, we are making some changes to our hydrogen business, refocusing it on the core areas of heavy transport and industry,” the company told Hydrogen Economist. “Our global hydrogen portfolio remains a key part of our efforts to address the commercial

Also in this section
EU frets over China’s green hydrogen progress
5 December 2025
European Commission highlights rapid growth of Chinese production this year, as it retains strict procurement rules in latest European Hydrogen Bank subsidy auction
Letter from London: BP’s East Coast demand warning
2 December 2025
Oil major cites deteriorating demand and a planning debacle as it abandons one of UK’s largest blue hydrogen projects
EWE breaks ground on major green hydrogen project
1 December 2025
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
Letter on hydrogen: The Mauritania model
25 November 2025
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential

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