News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· Asia
AM Green Ammonia won a bid for H2Global’s Asia-lot long-term purchase agreement for renewable ammonia from Kakinada Phase 2. Evidence states a long-term purchase agreement and auction win; binding is not explicit.
Week ending: Oct 9, 2026
· 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
· 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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