· North America
Project execution — North America
Execution uncertainty increased and projects faced greater selection pressure.
Week ending: Sep 19, 2025
Newsroom
Market Pulse briefing
News from the latest published weekly analyses. Browse earlier pages to explore the archive.
· North America
Popyt i kontrakty — Ameryka Północna
Ograniczona liczba wiążących umów odbioru.
Week ending: Sep 19, 2025
· North America
Policy and infrastructure — North America
Clarification of the 45V tax credit rules reduced some of the uncertainty.
Week ending: Jan 3, 2025
Articles
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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