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Market Pulse briefing

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

· Europe

France proposes hydrogen and e-SAF measures in 2027 budget

France proposed hydrogen demand measures and e-SAF support in its 2027 finance bill. Parliamentary approval is pending, so the proposals carry no score increase.

Week ending: Oct 2, 2026

· Europe

EU approves €780m Dutch renewable hydrogen aid scheme

The European Commission approved a €780m Dutch renewable hydrogen aid scheme. Individual awards and project delivery still depend on the forthcoming bidding process.

Week ending: Oct 2, 2026

· Europe

Spain awards €233.4m to three renewable hydrogen projects

Spain approved €233.4m in production-linked support for three renewable hydrogen projects. Final grant resolutions improve financing visibility but do not establish construction or operating production.

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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