Recent developments
Gas supply and projects
Regional gas supply dynamics evolved with ORLEN and Naftogaz agreeing on US LNG deliveries for early 2026. Upstream and midstream investments continued as TechnipFMC’s iEPCI for Eni’s Maha project advanced subsea tie-back capacity in Indonesia. Onshore separation capacity expanded with the Tengiz Gas Separation Complex launch to recover ethane for downstream polyethylene in Kazakhstan.
Hydrogen production technologies
Electrolytic route development included INEOS’s Hydraeon alkaline electrolyser receiving industry recognition for scale and efficiency. Thermal route activity saw BASF and ExxonMobil’s methane pyrolysis collaboration proceed to a Baytown demonstration, targeting low‑emission hydrogen and solid carbon co‑products.
Mobility and offtake
Hydrogen demand in transport included Air Liquide’s hydrogen-powered trucks in Rotterdam, supported by Dutch SWiM funding for vehicles and refueling. Supply contracting progressed as Lhyfe’s RFNBO-certified hydrogen deal for heavy mobility commenced, enabling multi‑million kilometer operations with quantified CO2 abatement.
Safety and CCS infrastructure
Operational safety reviews reported at Hammerfest LNG exposure incidents, attributing effects to nitrogen‑water vapor venting and implementing monitoring and filtration actions. CO2 transport infrastructure moved forward with the Aramis offshore pipeline tender for a 22 mtpa CCS route targeting 2030 start-up. In China, Sinopec Shanxi enterprises’ 14th Five‑Year results cited gas retail growth and lower‑emission CBM operations alongside charging infrastructure.