News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· 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
· 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.
Romania has taken an important step in implementing the EU Renewable Energy Directive – RED III – by introducing binding renewable hydrogen targets together with financial penalties for non-compliance. Law No. 181/2026, published on 28 August and in force since 31 August 2026, amends Romania’s existing hydrogen legislation and introduces a clearer compliance framework for renewable […]