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Market Pulse 简报

最新发布的每周分析新闻。可翻阅之前的页面查看历史内容。

· Asia

AM Green wins €585m H2Global ammonia purchase agreement

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.

截至当周: 2026年10月2日

· Europe

Dutch industrial renewable hydrogen quota postponed to 2028

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.

截至当周: 2026年10月2日

· Europe

Arcadia signs conditional 280 MW electrolyser agreement

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.

截至当周: 2026年10月2日

文章

Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared
图片: NOEM Green Hydrogen Company (nghc.com)

Hydrogen market enters a new phase: Megaprojects advance as weaker pipelines are cleared

· Walerian Majewski

The global hydrogen market is beginning to show signs of a transition from the announcement-driven boom of the early 2020s to a much more selective phase of actual project delivery. Two developments now appear to be taking place simultaneously: some of the world’s largest hydrogen projects are moving into construction or commissioning, while projects without […]

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