News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· 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
· Europe
Uniper agreed to buy 40,000 tonnes of eSAF annually for more than ten years from Arcadia’s Endor project in Denmark. The binding contract supports future hydrogen-derived fuel demand, while deliveries depend on the plant entering operation.
Week ending: Sep 25, 2026
· Europe
Moeve has broken ground on Europe's largest green hydrogen project in Palos de la Frontera, Spain, with phase one investing over €1 billion including €300 million in EU subsidies for 300 MW of electrolysis. The project signals a decisive return of large-scale green hydrogen FIDs in Europe, directly catalyzed by geopolitical energy market disruption.
Week ending: Sep 18, 2026
· 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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