Recent developments
Hydrogen hubs scale
In Portugal, investments at ZILS – Sines Industrial and Logistics Zone surpassed €20 billion, adding data centers, green steel, and facilities for hydrogen and ammonia tied to deepwater export capacity, strengthening Sines’ role as a production, processing, and export hub. In Northern Europe, the Danish Hydrogen Backbone pipeline secured EPCM support to build 41 km of new line and convert 89 km of gas pipe, targeting late‑2030 commissioning to connect large-scale renewables with German demand.
Gas feeds molecules
Upstream gas expansions continue to shape low‑carbon molecule supply. Aramco’s Jafurah and Tanajib projects entered production phases, with Tanajib targeting 2.6 bscf/d processing by 2026 and an ~80% sales gas uplift by 2030. Eni advanced LNG optionality and formed a joint venture with GIP for carbon capture and storage, alongside biofuels buildout. These developments provide feedstock access and carbon management options relevant to hydrogen and ammonia value chains.
Ownership transitions
Platform ownership is shifting toward dedicated green‑molecule developers. Nobian and Macquarie Asset Management sold their interest in HyCC to Power2X, positioning HyCC for scaled commercial deployment of large‑scale green hydrogen, while Nobian continues green‑certified hydrogen production at chlor‑alkali assets in the Netherlands and Germany.
CO₂ capture at sea
A DNV-led industry assessment highlights the need for a clear OCCS legislative framework and LCO₂ logistics, proposing the Asia–North Europe lane as an initial corridor. The first successful pilot project in Rotterdam offloaded 20 tons of liquid CO₂ from a container vessel, while suppliers including Value Maritime, Wärtsilä, and SMDERI equip ships with capture systems—complementary to industrial CCS hubs relevant to blue hydrogen and ammonia.
EPC capabilities widen
Engineering providers signal capacity for mega‑projects. Technip Energies reported record 2025 revenue/EBITDA, net cash near €1 billion, and expects peak order intake, underpinned by LNG developments across the US, Africa, and the Middle East, including the NFW award in Qatar. The acquisition of Advanced Materials & Catalysts extends technology offerings, while a 2030 sustainability scorecard frames emissions goals pertinent to large‑scale hydrogen, ammonia, and CO₂ handling facilities.