Tagged With Stuart Penson
Letter from London: BP’s East Coast demand warning
2 December 2025
Oil major cites deteriorating demand and a planning debacle as it abandons one of UK’s largest blue hydrogen projects
EWE breaks ground on major green hydrogen project
1 December 2025
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
25 November 2025
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
19 November 2025
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%
12 November 2025
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’
5 November 2025
Policymakers launch €2.9b package aimed at driving investment to meet its aviation and maritime sustainable fuel targets
Siemens Energy joins UAE natural hydrogen project
5 November 2025
German technology company collaborates with Sharjah National Oil Corporation and Decahydron on new initiative in northern emirate of Sharjah
Europe’s wake-up call
29 October 2025
Europe urgently needs a dose of pragmatism to unlock its clean hydrogen potential, Hydrogen Council CEO Ivana Jemelkova tells Hydrogen Economist
Letter from Hamburg: Germany’s hydrogen rethink
27 October 2025
Government promotes greater flexibility in policy and regulation as it concedes mistakes were made in initial stages of industry’s development
Letter from London: Baytown blues
16 October 2025
US oil major ExxonMobil looks unlikely to advance its Baytown blue hydrogen project in Texas in the near term, reflecting the new pragmatism now guiding the energy transition
Letter on hydrogen: Something’s gotta change
9 October 2025
Hydrogen Europe is right to challenge the EU’s strategy as the industry struggles to gain real momentum
Kent wins contract to engineer Saudi Yanbu project
1 October 2025
Project developer ACWA Power hails 4GW project as ‘monumental’ step towards Saudi green hydrogen ambitions
Letter on hydrogen: Nordic powerhouse
26 September 2025
Norway’s long-term potential as a major green hydrogen and ammonia exporter remains intact, despite the near-term challenges facing project developers
Germany and Netherlands cast net wider for hydrogen imports
23 September 2025
Two governments launch global tender, while Germany increases funding for regional supplies as efforts to secure imports intensify
Developers eye potential of stimulated hydrogen
17 September 2025
Laboratory and pilot-scale results suggest production route could achieve both low carbon intensity and competitive costs, according to paper published by Oxford Institute for Energy Studies
Germany breaks ranks on green definitions
17 September 2025
Government signals intent to replace EU rules on green hydrogen and to review domestic production targets as it resets country’s energy transition strategy
IEA’s bearish but bullish hydrogen review
12 September 2025
The global project pipeline has contracted for the first time, but production can still achieve strong growth through 2030, the IEA says in its annual review of the clean hydrogen sector
Letter on hydrogen: Achilles heel
10 September 2025
Investment in the supply side has defied the odds to top $100b, but difficulties in generating large-scale demand could undermine the clean hydrogen industry’s future potential
Letter on hydrogen: Two-tier market
28 August 2025
The rapid development of world-leading projects in China and Saudi Arabia points to an emerging east-west divide in the global green hydrogen sector
Carbon280 pilots ‘gamechanging’ tech for natural hydrogen
20 August 2025
Woodside Energy among backers of Australian firm’s Hydrilyte separation and storage technology
Plunging electrolyser orders signal more pain for green hydrogen
13 August 2025
If technology demand is a leading indicator, the industry’s recent downturn has further to go
Statkraft advances Scottish green ammonia project
12 August 2025
Norwegian renewables firm secures site for 400MW project, despite strategic shift away from green hydrogen
Letter on hydrogen: Drill, baby, drill
6 August 2025
The US state of Kansas is emerging as a hotspot for a growing number of gold hydrogen prospectors
Stellantis halts hydrogen vehicle programme
16 July 2025
Major manufacturer cancels rollout of new hydrogen-powered vans and strengthens focus on battery electric and hybrid markets
BP tests German market for green hydrogen
16 July 2025
Oil and gas major calls for expression of interest in product from Lingen project ahead of startup in 2027
Topsoe ‘slows’ $400m US project amid market uncertainty
14 July 2025
Danish electrolyser manufacturer decelerates pre-FID work on planned Virginia plant despite renewed clarity over 45V tax credit
US confirms early sunset for hydrogen tax credits
4 July 2025
Race is on to meet end-2027 deadline for 45V as Congress passes One Big Beautiful Bill Act
Letter from London: Hydrogen’s souffle moment
25 June 2025
One of the sector’s harshest critics calls for a change of course, but the industry insists it is on an upward trajectory
Letter on hydrogen: Cracking the ammonia code
18 June 2025
UK risks losing out on in race to secure hydrogen imports as its refusal to back ammonia cracking sinks $2.7b Immingham project
Letter on hydrogen: Bankable business?
30 May 2025
Pressure is growing on developers to prove the bankability of their projects in a challenging market for green hydrogen
Spain tightens grip on EHB green subsidies
21 May 2025
Half of winning bidders are based in southern European country as €1b auction clears at lower-than-expected levels
Letter on hydrogen: 45V on the brink?
14 May 2025
Defining moment for US hydrogen sector as House Republicans seek termination of green tax credits
Air Products CEO spells out new reality for clean hydrogen
2 May 2025
Projects will progress only if they are backed by firm offtake deals, with much of firm’s clean hydrogen portfolio underperforming, Eduardo F. Menezes tells investors
Letter on hydrogen: Electric shock
29 April 2025
Spain’s unprecedented blackout highlighted the risk for green hydrogen producers with exposure to Europe’s creaking power grids
Germany eyes role as European storage hub
25 April 2025
Strategically located salt caverns can provide high volume storage for Germany and neighbouring countries, says Federal Ministry of Economics and Climate Protection
Oman lines up major export corridor to Europe
23 April 2025
Gulf state signs agreement with multiple partners aimed at creating large-scale liquid hydrogen supply chain into the Netherlands and Germany
EU waves through €400m Spanish green support scheme
23 April 2025
Scheme will fund up to 345MW of electrolyser capacity through direct grants for up to ten years
France cuts 2030 electrolytic capacity target by 30%
23 April 2025
Government cites slower than expected market development but stands by plan to offer €4b of subsidies to projects aimed at industry
Energiequelle joins Finland’s green hydrogen push
11 April 2025
German firm reserves site for three-phase project as developers flock to Europe’s latest green hydrogen hotspot
European green projects in scramble for subsidies
21 March 2025
European Hydrogen Bank auction is four times oversubscribed, while industry remains on pause in US amid IRA subsidy uncertainty
Letter on hydrogen: Market correction
11 March 2025
A reassessment of clean hydrogen’s growth trajectory is underway, but the energy vector’s long-term potential to decarbonise remains intact
Letter on hydrogen: Synthesising a future for e-fuels
5 March 2025
E-fuels remain too expensive for many buyers, but emerging policies in the maritime sector could boost their prospects in that key market
EU backs hydrogen for role in clean industrial strategy
27 February 2025
Commission doubles down on plan to boost growth through investment in transition, as European oil and gas majors refocus on fossil fuels
Hy24 enters North America with StormFisher investment
14 February 2025
Leading European hydrogen investor commits $50m to green fuels developer amid continued uncertainty over US renewables policy
Letter from London: Equinor’s renewable reality check
7 February 2025
Norwegian energy company slashes spending on low-carbon sectors as transition decelerates
Letter from London: Equinor’s renewable reality check
7 February 2025
Norwegian energy company slashes spending on low-carbon sectors as transition decelerates
Plug breaks ranks to offer spot deals
6 February 2025
US green hydrogen producer Plug Power says its new spot price programme allows buyers to purchase on-demand and without the limitations of long-term agreements
Letter on hydrogen: Doubling down in Davos
24 January 2025
Clean hydrogen sector has enough traction globally to ride out a period of policy uncertainty under the Trump administration
Letter on hydrogen: HSBC takes the plunge
17 January 2025
Bank’s UK arm signs first deal to finance a green hydrogen developer, but cost and offtake pressures mean the sector remains too risky for many lenders
Dutch demand doubts threaten hub potential
13 January 2025
IEA urges Netherlands to give clean hydrogen investors greater certainty over industrial consumption
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