News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· Asia
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
· Asia
China Huadian began construction of a $620m green hydrogen and ammonia complex in northeast China. Planned output is 100,000 tonnes of renewable ammonia annually, supported by 500 MW of wind power; production has not yet started.
Week ending: Sep 25, 2026
· Asia
China dominated new installations, while the global project pipeline continued to be revised.
Week ending: Sep 19, 2025
· 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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