News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· South America
ATOME said Paraguay repealed in June 2026 the regulatory framework underpinning hydropower tariffs for the Villeta green fertiliser project. Company statement; no independent evidence here of policy implementation failure details.
Week ending: Oct 9, 2026
· Europe
The Dutch government postponed the annual obligation for renewable hydrogen in industry to enter into force on 1 January 2028 instead of 1 January 2027.
Week ending: Oct 9, 2026
· Asia
Lotte signed an offtake agreement with Amun Energy for 1,500 tonnes per year of green ammonia. Hydrogen Insight does not state the agreement is binding; cannot confirm binding_offtake.
Week ending: Oct 9, 2026
· 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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