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Letter on hydrogen: Electrolyser firms blow a fuse
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
Letter on hydrogen: Out of Africa
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
Outlook 2026: China’s green hydrogen power play
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
EU frets over China’s green hydrogen progress
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EWE breaks ground on major green hydrogen project
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
Letter on hydrogen: The Mauritania model
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential
Letter on hydrogen: Leading the way to demand
The creation of ‘lead markets’ to generate hydrogen demand in the EU has potential, but implementation would pose complex challenges for producers and industrial offtakers
DNV cuts North America hydrogen forecasts by 30%
Growth outlook hit by recent policy changes in pivotal year for the region’s hydrogen industry, says risk management firm DNV
EU confronts sustainable fuels ‘market failure’
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Europe’s wake-up call
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Electrolyser manufacturers are investing in US factories
Renewables US EU
Polly Martin
21 March 2023
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European electrolyser manufacturers in US gold rush

Hydrogenpro and Nel have announced major investments into US manufacturing capacity, although Europe offers firm orders and revamped support

European electrolyser manufacturers have announced major investments in US manufacturing capacity amid a surge in demand following the passing of the Inflation Reduction Act (IRA). But proposed EU support measures and firm orders within the bloc mean Europe remains a major electrolyser demand centre. The IRA, which was signed into law in August last year, has been described by many in the industry as a “gamechanger” as it offers hydrogen production tax credits of up to $3/kg, potentially positioning the US as one of the lowest-cost production locations in the world. Norwegian alkaline electrolyser manufacturer Hydrogenpro will invest $30–50mn into building a 500MW factory in Texas, bolsterin

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Letter on hydrogen: Electrolyser firms blow a fuse
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
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Letter on hydrogen: Mind the midstream gap
28 January 2026
The development of hydrogen’s distribution system must speed up if the industry is to stand any chance of grabbing a meaningful slice of the low-carbon energy market
Letter on hydrogen: Out of Africa
14 January 2026
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure

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