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
Researchers led by ICFO have shown how engineering a catalyst’s surface can improve water access and help oxygen bubbles detach—offering a promising route towards more efficient hydrogen production.
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