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Market Pulse briefing

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

· Asia

INOX Air Products

INOX Air Products said in a regulatory filing (5 October 2026) that it will no longer proceed with a planned green ammonia project in India. This evidences project abandonment; it is not a supplier-only exit.

Week ending: Oct 9, 2026

· Asia

AM Green Ammonia

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

· Europe

Austria commits €200m to the next hydrogen bank auction

Austria committed €200m to support domestic projects through the next European Hydrogen Bank auction. Individual awards and hydrogen production remain future steps.

Week ending: Oct 2, 2026

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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