News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· 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
· South America
Atome PLC has issued a formal arbitration notice against Paraguay, jeopardising the $665 million Villeta green fertiliser project after the country revoked presidential decrees underpinning the power purchase agreement.
Week ending: Sep 18, 2026
· Walerian Majewski
Stargate Hydrogen’s reported stack efficiency of 48 kWh per kilogram offers a practical route to lower green hydrogen costs. For a 5 MW installation, the comparison below estimates that integrating this performance could reduce LCOH from EUR 6.13 to EUR 5.91/kg in Germany from EUR 5.42 to EUR 5.22/kg in Finland, and from EUR 7.34 to EUR 7.08/kg in the Netherlands. At unchanged annual electricity input, that is a reduction of about 3.6% in all three locations.
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