Recent developments
Gas and nuclear supply
European supply portfolios shifted: ORLEN and Naftogaz contracted US LNG for 2026, while Equinor and Pražská plynárenská agreed a 10‑year Czech gas supply. Aramco advanced investments in LNG. Logistics adapted via WISA-LNG Spruce plywood, and nuclear fuel capacity expanded at the Georges Besse 2 enrichment plant.
Hydrogen technologies advance
Industrial hydrogen options broadened: the Hydraeon alkaline water electrolyser gained industry recognition; BASF and ExxonMobil progressed methane pyrolysis technology with a Baytown demo; mobility demand grew with RFNBO-certified hydrogen and hydrogen-powered heavy-duty trucks introduced in the Netherlands.
Carbon and policy frameworks
CO2 handling accelerated as Northern Lights ordered fully electric marine loading arms, the Aramis offshore pipeline tender progressed CO2 transport. Debate on the EnWG amendment addressed biomethane integration. Transparency advanced with ORLEN adopting the Taskforce on Nature-related Financial Disclosures, alongside TotalEnergies’ investment in Climate Investment.
Renewables and flexibility
Asset bases expanded with Plenitude to acquire 760 MW of renewable assets in France and RWE completing the Lafitte Solar project. Corporate demand anchored renewable PPAs with Apple and Meta. Flexibility grew through TotalEnergies’ 50% of EPH's flexible power generation platform and Veolia’s Lapouyade Industrial Ecology Hub joining reserves.
Materials and innovation
Critical inputs and technologies progressed: salt mining in Heiligerlee was extended; Aurubis and Viscaria agreed a copper concentrate supply contract; Namibia advanced a Green Minerals Terminal in Lüderitz. New materials and processes included the BIOFUSE Tubing portfolio, Sinopec’s Green Technology Innovation Cases, and geothermal heating services.