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Market Pulse briefing

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

· 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

· 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

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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