Inkwood Research

🇨🇱 Chile's hydrogen strategy is one of the most thoughtfully designed national programs we’ve studied.

If you've considered analyzing it too, start here: https://www.inkwoodresearch.com/chile-green-hydrogen-vision-from-renewable-energy-hub-to-global-exporter/

The government isn't just announcing targets—they've structured a roadmap: 5 GW electrolyzer capacity by 2025, scaling to 25 GW by 2030.

More importantly, they identified six pilot projects and allocated US$50 million through CORFO to get them operational. Enel Green Power leads with 240MW, followed by Air Liquide (80MW), ENGIE (26MW), and others.

What gives Chile an edge: the Atacama Desert's solar resources are genuinely exceptional, and Patagonian wind rivals anywhere globally. That translates to renewable electricity costs that make sub-$1.50/kg hydrogen economically plausible and not aspirational.

The green hydrogen market projection from US$124 million to US$2.1 billion by 2034 reflects Chile's potential to become a major exporter to Japan, South Korea, and Europe.

Their partnerships with Germany and the Netherlands on certification and trade corridors show they're building the entire value chain, not just production capacity.

Curious question for colleagues: With Chile, Australia, and Saudi Arabia all targeting hydrogen exports, how do you see the competitive dynamics evolving?

We spent time breaking down exactly what is happening across Asia-Pacific's computer vision in mobility market, and honestly, it is one of the more fascinating regional stories in tech right now.

If this space is on your radar, the full analysis is here: https://www.inkwoodresearch.com/four-nations-one-vision-how-asia-pacific-redefines-computer-vision-in-mobility/

Four countries. Four completely different strategies. All heading toward the same destination.

China is embedding computer vision into its EV and smart city infrastructure simultaneously, with Baidu Apollo, Huawei, and moving at a pace that makes this feel less like a market trend and more like a national infrastructure project.

Japan is approaching this from a social angle. Honda, TOYOTA, and Nissan are building autonomous and ADAS capabilities specifically to address mobility access for an aging population. That is a genuinely different design brief from what most Western automakers are working with.

South Korea is thinking about technology sovereignty. Hyundai, Kia India, and the Motional joint venture are building vertically integrated capabilities across vehicle hardware and AI software, while Samsung and SK하이닉스 (SK hynix) supply the semiconductor backbone that the entire global computer vision ecosystem depends on.

And then there is India, growing at the fastest rate in the region. Motors, , and Electric are scaling ADAS and computer vision capabilities into mainstream vehicle segments while the government's Smart Cities Mission is simultaneously building the infrastructure layer below them.

What stands out most across all four markets is the role of government policy as the primary growth catalyst, more so than consumer demand or private capital alone.

Here is what would be great to hear from this network: which of these four national strategies do you think is most replicable, and which one is too uniquely tied to its specific context to travel well?

The United States and Germany are both scaling computer vision in transportation rapidly, but through very different lenses. The US market grows from US$10.07 billion in 2026 to US$26.15 billion by 2034, fueled by commercial robotaxi networks, federal ADAS safety mandates, and autonomous freight corridors.

Germany, meanwhile, expands from US$2.71 billion to US$6.92 billion over the same period, anchored by the engineering precision of Mercedes-Benz, BMW, and Volkswagen, alongside the Tier 1 supplier strength of Continental and Bosch India.

If the US and Germany are on your radar for autonomous mobility, we dug into both markets in detail. Here is what we found: https://www.inkwoodresearch.com/computer-vision-in-us-germany-transportation-markets-from-robotaxis-to-smart-highways/

What stands out is how differently both markets are getting there. Waymo and aurora Innovation are building real-world data advantages through commercial deployment. Germany's Autonomous Driving Act, the first of its kind globally, has given OEMs a regulatory runway to bring Level 3 and Level 4 systems to production. NVIDIA sits across both ecosystems as the compute backbone for next-generation vehicle platforms.

Smart highway infrastructure, from V2X corridors to AI-driven traffic management, is also quietly becoming a major growth layer in both markets.

Here is the question worth discussing: as robotaxi networks scale in US cities and Germany's OEMs push Level 3 into mainstream vehicles, which market do you think will reach meaningful autonomous mobility adoption first, and why?

The speed of Europe's LNG infrastructure transformation has been extraordinary to witness.

Here’s all about it: https://www.inkwoodresearch.com/emea-lng-market-supply-diversification-reshapes-energy-security/

Germany went from zero LNG import capacity to multiple operational terminals in just 18 months. Italy's market is projected to grow 9.21% annually through 2034, while the UK expands at 8.99%, both racing to actively diversify away from concentrated pipeline dependencies.

Meanwhile, QatarEnergy is executing the world's largest LNG expansion, by increasing capacity from 77 to 142 million tons annually before 2030.

The North Field projects represent unprecedented scale. TotalEnergies, Shell, Eni, ExxonMobil, and ConocoPhillips are all strategic partners in this massive buildout.
The UAE is also pursuing export ambitions, transforming from a historical importer to an emerging supplier.

It's a complete restructuring of regional energy flows.
What’s impressive is how quickly infrastructure can be deployed when energy security becomes the top priority. Regulatory timelines that normally take years have been compressed to months.

Looking ahead, will Europe's aggressive renewable targets create LNG infrastructure overcapacity post-2030? Or will these facilities prove essential for grid stability?

We’d love to hear perspectives from both sides of the Atlantic.