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Market Pulse briefing

News from the latest published weekly analyses. Browse earlier pages to explore the archive.

· Europe

H2 Mobility cuts prices at 15 German stations

H2 Mobility announced hydrogen price cuts of 12–16% at 15 German stations from 1 October. This is a policy-supported retail price change, not evidence of lower global hydrogen production costs.

Week ending: Oct 2, 2026

· South America

Atome reports notice to terminate Villeta power agreement

Atome reportedly gave notice to terminate Villeta’s existing power agreement at year-end. The project is not confirmed cancelled, and its previously recorded power dispute is not scored again.

Week ending: Oct 2, 2026

· Asia

AM Green wins €585m H2Global ammonia purchase agreement

AM Green won a 10-year H2Global renewable-ammonia purchase agreement worth at least €585m. Expected deliveries from 2029 strengthen future demand, but are not current production.

Week ending: Oct 2, 2026