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Market Pulse briefing

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

· Europe

Hynetwork

The Dutch government postponed the annual obligation for renewable hydrogen in industry to enter into force on 1 January 2028 instead of 1 January 2027.

Week ending: Oct 9, 2026

· Asia

Amun Energy

Lotte signed an offtake agreement with Amun Energy for 1,500 tonnes per year of green ammonia. Hydrogen Insight does not state the agreement is binding; cannot confirm binding_offtake.

Week ending: Oct 9, 2026

· 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

Articles

Stargate Hydrogen ceramic electrode
Image: Stargate Hydrogen

How Stargate Hydrogen’s improved electrolyser efficiency impacts LCOH

· 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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