News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· Asia
AM Green won a 10-year H2Global renewable-ammonia purchase agreement worth at least €585m. Expected deliveries from 2029 strengthen future demand, but are not current production.
Week ending: Oct 2, 2026
· Europe
The Netherlands postponed the start of its industrial renewable hydrogen quota to 2028, according to a 29 September report. This delays the demand-side policy signal for producers.
Week ending: Oct 2, 2026
· Europe
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
· 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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