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Thursday, February 12, 2026

Oman Green Hydrogen Gamble: High stakes on future demandnote

Oman is pressing ahead with its green hydrogen strategy even as commercial skepticism persists across global markets.

Muscat is prioritizing land, infrastructure, and offtake structures to secure first-mover advantage before demand fully materializes.

This note explores:

- Sultan Haitham and Salim Al-Aufi’s positioning strategy

- Oman’s market assumptions and pricing calculus

- Targeted export markets 

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