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Market Pulse briefing

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

· Asia

Technologia i łańcuch dostaw — Azja

Utrzymanie przewagi skali produkcyjnej chińskich dostawców.

Week ending: Sep 19, 2025

· North America

Popyt i kontrakty — Ameryka Północna

Ograniczona liczba wiążących umów odbioru.

Week ending: Sep 19, 2025

· South America

Realizacja projektów — Ameryka Południowa

Pipeline pozostał duży, ale finansowanie i offtake ograniczały realizację.

Week ending: Sep 19, 2025

Articles

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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