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Market Pulse briefing

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

· Europe

Arcadia signs conditional 280 MW electrolyser agreement

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

· Bliski Wschód i Afryka

Hyphen selected for prospective AfDB development grant

Hyphen was selected for a prospective US$5.93m AfDB development grant. Board approval remains pending, so the announcement does not increase the score.

Week ending: Oct 2, 2026

· Asia

Huadian begins green hydrogen and ammonia construction in China

China Huadian began construction of a $620m green hydrogen and ammonia complex in northeast China. Planned output is 100,000 tonnes of renewable ammonia annually, supported by 500 MW of wind power; production has not yet started.

Week ending: Sep 25, 2026

Articles

Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared
Image: NOEM Green Hydrogen Company (nghc.com)

Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared

· 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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