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Letter on hydrogen: Equinor’s low-carbon retreat
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
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Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
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Gigafactory gap forces UK to import hydrogen batteries
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DNV cuts North America hydrogen forecasts by 30%
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EU confronts sustainable fuels ‘market failure’
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Europe’s wake-up call
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A hydrogen filling station in the UK
Policy Finland Italy Norway Portugal Spain Sweden UK
Lee Nichols
23 January 2025
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Hydrogen Market Databook 2025: Western Europe, part 2

The UK leads Western Europe in terms of active hydrogen project market share, but developments are planned across Italy, Spain, Portugal, the Netherlands and the Nordic countries

The first part of our 2025 Hydrogen Market Databook chapter on Western Europe focused on France, Germany ad the EU in general. This instalment looks at Italy, the Netherlands, Spain and Portugal, the UK and the Nordic countries. Italy Italy’s Ministry of Economic Development published its National Hydrogen Strategy-Preliminary Guidelines in 2020. The plan calls for hydrogen to comprise 2% of the country’s energy demand by 2030, increasing to 20% by 2050. The plan also aims for the construction of 5GW of electrolyser capacity—approximately 700,000t/yr of green hydrogen—by the end of the decade. Green hydrogen will be used primarily in four application areas: heavy-haul vehicles, railways, ind

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Momentum behind hydrogen and ammonia falters
25 February 2026
Low-carbon hydrogen and ammonia development is advancing much more slowly and unevenly than once expected, with high costs and policy uncertainty thinning investment. Meanwhile, surging energy demand is reinforcing the role of natural gas and LNG as the backbone of the global energy system, panellists at LNG2026 said
Letter on hydrogen: Equinor’s low-carbon retreat
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
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
Clean ammonia: From fertiliser feedstock to future fuel
2 February 2026
As a fertiliser feedstock, it is indispensable, but ammonia’s potential as a carbon-free energy carrier is also making it central to global decarbonisation strategies

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