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Market Pulse briefing

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

· Europe

Dutch industrial renewable hydrogen quota postponed to 2028

The Netherlands postponed the start of its industrial renewable hydrogen quota to 2028, according to a 29 September report. This delays the demand-side policy signal for producers.

Week ending: Oct 2, 2026

· Europe

Arcadia signs conditional 280 MW electrolyser agreement

Arcadia and Plug Power signed a conditional 280 MW electrolyser agreement for ENDOR. It is recorded without a score increase because delivery and FID remain pending.

Week ending: Oct 2, 2026

· Bliski Wschód i Afryka

Hyphen selected for prospective AfDB development grant

Hyphen was selected for a prospective US$5.93m AfDB development grant. Board approval remains pending, so the announcement does not increase the score.

Week ending: Oct 2, 2026