Recent developments
Low-emission production
Advancing fossil-to-hydrogen routes, BASF and ExxonMobil are co-developing methane pyrolysis technology, planning a Baytown demonstration plant to produce up to 2,000 tons per year of hydrogen and 6,000 tons per year of solid carbon, using around five times less electricity than water electrolysis and no process CO2. On the electrolytic side, the Hydraeon alkaline water electrolyser (25 MW modular) was recognized for efficiency and scale, reflecting ongoing improvements in energy intensity and operability for green hydrogen.
Heavy-duty mobility
Lhyfe signed a multi-year contract to supply over 200 tonnes of renewable hydrogen, RFNBO-certified for heavy transport, enabling more than 2.5 million truck-kilometers and an estimated 1,700 tonnes CO2 avoided. Complementing supply with use-cases, hydrogen-powered heavy-duty trucks in the Netherlands entered operation under Air Liquide and Schenk Tanktransport, supported by the SWiM funding scheme to bridge early cost gaps for vehicles and refueling infrastructure.
Transport infrastructure
The European Commission allocated over €600 million via CEF/AFIF to 70 projects, including onshore power at 24 ports, ammonia bunkering infrastructure, and more than 500 new truck charging locations across TEN-T. The third cut-off for proposals was cancelled due to exhausted funds, with a new work program under preparation, signaling near-term adjustments in public co-funding availability for alternative-fuel logistics assets.
Cross-border supply chains
To support trade in energy transition commodities, the EU and the Port of Rotterdam will design a Green Minerals Terminal at the Angra Point Hydrogen Hub in Lüderitz. The initiative targets integrated value chains for green hydrogen and critical materials between Namibia and northwestern Europe, aligning with Namport’s early green iron exports and plans for local processing of manganese, lithium, and graphite.
Corporate investment signals
The Oil & Gas Decarbonization Charter reported 55 signatories (40% of global oil output) and about $32 billion invested in 2024 in low-carbon solutions, including hydrogen and low-carbon fuels, alongside targets for net-zero operations and near-zero upstream methane and flaring. The ORLEN Group invested over PLN 21 billion in 2025, expanded renewables to 1.7 GWe, advanced offshore wind, and moved an HVO unit into commissioning to produce biocomponents.
Catalysts and processes
Clariant’s HySat catalyst platform removes hexavalent chromium from hydrogenation while maintaining drop-in performance across oxo- and fatty-alcohol production. In parallel, Clariant and Linde’s EDHOX Technology converts ethane and oxygen to polymer-grade ethylene and glacial acetic acid below 400°C, with reported Scope 1 CO2 reductions of at least 60%, offering options for lower-emission petrochemical feedstock routes and retrofit suitability.