Recent developments
European hydrogen builds
Lhyfe launched Germany's largest renewable hydrogen site (10 MW, up to 4 t/d) with RFNBO certification and modular logistics. ORLEN’s Amber Hydrogen Valley project received PDA plus advisory to guide the project to FID; ORLEN targets ~0.9 GW electrolysis by 2035, supported by PLN 1.7 billion under Poland’s National Recovery Plan.
Market alignment hurdles
In the Northern Netherlands, RWE's planned Eemshaven electrolysers (50/100 MW) await offtakers, reflecting a supply–demand mismatch. Proposed grid connection fees via a feed-in tariff weigh on project economics; Engie’s HyNetherlands faced delays. Blue hydrogen progress is also constrained, with Equinor’s plant awaiting support, despite industrial demand at GETEC Park Emmen.
Gas feedstock expansions
Upstream gas capacity increased regionally: Pearl Petroleum's KM250 expansion lifted Khor Mor processing by 250 MMscf/d to 750 MMscf/d, supporting power generation in the Kurdistan Region. Shell took FID on the HI gas project offshore Nigeria to supply 350 MMscf/d to Nigeria LNG, aligning with growth plans for global LNG volumes by 2030.
Pipeline safety management
In Johannesburg, Sasol's Homestead Park pipeline faced encroachment into the risk zone. The company lowered line pressure, shrinking the risk distance to 25 m, and is coordinating with municipal authorities per Major Hazard Installation Regulations on relocation, while conducting community safety outreach.