Updated
Updated · Yahoo Finance UK · Aug 14
Global SMR Blue Hydrogen Market Reaches $4.7 Billion by 2035 as Carbon Capture Gains
Updated
Updated · Yahoo Finance UK · Aug 14

Global SMR Blue Hydrogen Market Reaches $4.7 Billion by 2035 as Carbon Capture Gains

3 articles · Updated · Yahoo Finance UK · Aug 14

Summary

  • $4.7 billion is the projected size of the global SMR blue hydrogen market by 2035, up from $2 billion in 2025, implying an 8.9% annual growth rate.
  • Carbon capture improvements, heat recovery upgrades and tighter process integration are boosting SMR's appeal by lowering emissions intensity while preserving large-scale, relatively low-cost hydrogen output.
  • Refineries remain the market's anchor: the petroleum refinery segment held a 55.5% share in 2025 and is forecast to grow 6.8% annually through 2035 on demand for hydrocracking, hydrotreating and desulfurization.
  • The U.S. market alone is expected to reach $1 billion by 2035, supported by clean-energy programs, hydrogen incentives, extensive natural gas infrastructure and competitive feedstock prices.
  • Broader adoption is also being reinforced by carbon pricing, government incentives and demand from ammonia and methanol producers seeking lower-carbon hydrogen without overhauling existing infrastructure.

Insights

Could the hidden costs of strict sulfur purification derail the multi-billion-dollar blue hydrogen boom before it truly begins?
Will heavy reliance on blue hydrogen act as a vital bridge or a costly roadblock to a zero-emission future?
How might AI-driven carbon capture breakthroughs unexpectedly shift the balance of power among the top five hydrogen giants?