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 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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