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Market Pulse briefing

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

· Europe

Hynetwork

The Dutch government postponed the annual obligation for renewable hydrogen in industry to enter into force on 1 January 2028 instead of 1 January 2027.

Week ending: Oct 9, 2026

· Europe

Austria commits €200m to the next hydrogen bank auction

Austria committed €200m to support domestic projects through the next European Hydrogen Bank auction. Individual awards and hydrogen production remain future steps.

Week ending: Oct 2, 2026

· Europe

France proposes hydrogen and e-SAF measures in 2027 budget

France proposed hydrogen demand measures and e-SAF support in its 2027 finance bill. Parliamentary approval is pending, so the proposals carry no score increase.

Week ending: Oct 2, 2026

Articles

Iwatani liquefaction installation
Image: © Iwatani Corporation

Hydrogen investment follows existing demand: lessons from Japan’s Chiba project

· 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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