Recent developments
Electrolysis and Hydrogen
EU hydrogen production advanced with funding for RWE’s 100‑MW electrolyser in Eemshaven. Component innovation progressed as BASF's Ultrason S enabled lightweight AWE frames at Stargate Hydrogen. Process modernization included Bondalti Chemicals' chlor‑alkali facility in Estarreja using Asahi Kasei technology. Operational supply expanded as Lhyfe began renewable hydrogen deliveries to Essent and outlined a 200‑MW project in Delfzijl.
Networks and Power
Cross‑border infrastructure progressed as the Delta Rhine Corridor opened its public procedure for hydrogen and CO2 pipelines between Rotterdam, Boxtel, and Germany. Power transition steps included Scholven site clearance, with an H2‑ready gas‑fired power plant at the site planned. In Iraq, TotalEnergies’ Gas Midstream Project will process 300 million cubic feet per day of associated gas to supply grid power without routine flaring.
Ammonia logistics
Supply chains for hydrogen carriers advanced as Yara Clean Ammonia secured two dual‑fuel medium gas carriers with Navigator Amon Shipping, targeting lower freight per tonne and reliable access to Northern Europe for low‑emission ammonia.
Storage portfolio shifts
Terminal portfolios adjusted as Vopak Terquimsa sold its Barcelona site to Tradebe, while retaining its Tarragona stake within Spain’s industrial cluster; the divestment is expected to yield an exceptional gain without material impact on 2025 guidance.