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News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· Europe
The Netherlands postponed the start of its industrial renewable hydrogen quota to 2028, according to a 29 September report. This delays the demand-side policy signal for producers.
Week ending: Oct 2, 2026
· Europe
Arcadia and Plug Power signed a conditional 280 MW electrolyser agreement for ENDOR. It is recorded without a score increase because delivery and FID remain pending.
Week ending: Oct 2, 2026
· Europe
The European Commission opened infringement procedures against 26 member states over incomplete transposition of the hydrogen and decarbonised gas directive. The implementation gap adds regulatory uncertainty, with countries given two months to respond.
Week ending: Sep 25, 2026
· Walerian Majewski
The global hydrogen market is beginning to show signs of a transition from the announcement-driven boom of the early 2020s to a much more selective phase of actual project delivery. Two developments now appear to be taking place simultaneously: some of the world’s largest hydrogen projects are moving into construction or commissioning, while projects without […]
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