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News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· 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
· Europe
Spain awarded €126 million to 160 MW of green hydrogen projects in its first national auction, offering production-based subsidies for ten years through the Auction-as-a-Service mechanism.
Week ending: Sep 18, 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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