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Market Pulse briefing

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

· Europe

Infrastruktura i regulacje — Europa

Przygotowanie europejskich aukcji i instrumentów wsparcia.

Week ending: Sep 15, 2023

· Europe

Technologia i łańcuch dostaw — Europa

Wzrost mocy produkcyjnych elektrolizerów przy niskim wykorzystaniu.

Week ending: Sep 15, 2023

Articles

Stargate Hydrogen ceramic electrode
Image: Stargate Hydrogen

How Stargate Hydrogen’s improved electrolyser efficiency impacts LCOH

· Walerian Majewski

Stargate Hydrogen’s reported stack efficiency of 48 kWh per kilogram offers a practical route to lower green hydrogen costs. For a 5 MW installation, the comparison below estimates that integrating this performance could reduce LCOH from EUR 6.13 to EUR 5.91/kg in Germany from EUR 5.42 to EUR 5.22/kg in Finland, and from EUR 7.34 to EUR 7.08/kg in the Netherlands. At unchanged annual electricity input, that is a reduction of about 3.6% in all three locations.

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Iwatani liquefaction installation
Image: © Iwatani Corporation

Hydrogen investment follows existing demand: lessons from Japan’s Chiba project

· Walerian Majewski

The hydrogen economy is often discussed in terms of new applications: trucks, ships, steelmaking and energy storage. Yet established industrial users remain central to its development. A recent investment decision by Cosmo Energy and Iwatani in Japan illustrates the importance of connecting hydrogen production with identifiable customers—and why infrastructure investment should not automatically be equated with decarbonisation.

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