Yara ended pursuit of the LCEC ammonia acquisition, citing returns, and redirected capital to U.S. ammonia projects while finalizing NEOM renewable ammonia marketing with Air Products. Japan advanced import pathways as the IHI‑led low‑carbon ammonia plan was certified under the Hydrogen Society Promotion Act’s price‑gap scheme for offtake from India from fiscal 2030. In Europe, Nobian expanded RFNBO‑certified green hydrogen production in Rotterdam and Frankfurt.
Iberdrola España and bp secured IPCEI Hy2USE reallocation and EU funds to accelerate the Iberdrola and bp green hydrogen project at Castellón, targeting start-up before year‑end and Spain’s largest operational plant in 2026 for refinery and nearby industries. OMV Petrom advanced the 20 MW Petrobrazi electrolyzer, part of a 55 MW program feeding SAF/HVO. In specialty chemicals, Symrise’s Closing the Hydrogen Loop cut fresh hydrogen use by about 80% via on‑site recovery.
Europe’s steel transition advanced through the FutSteel research project integrating EAF routes and low‑carbon inputs. Within it, Hycamite methane‑cracking technology targets low‑carbon hydrogen and solid carbon using mill heat. Complementing this, Coolbrook’s RotoDynamic Heater development, backed by Business Finland, aims to electrify high‑temperature steps, including DRI, reheating and hot‑stove operations, with zero operational CO2.
End‑use pilots expanded. The ttz Bremerhaven mobile hydrogen station supplied RFNBO‑certified fuel to six buses in Lower Saxony pending a permanent site, providing 350‑bar dispensing and operational data. Flemish ports advanced integrated value chains via the FLHYPorts hydrogen valley pilot around Hyoffwind’s 25 MW electrolyser. In aviation, partners validated a liquid‑hydrogen turbine for light aviation with an integrated cryogenic propulsion chain.
Clusters linked planning, power and hydrogen. The System Integration of Electricity in Zeeland set recommendations to synchronise electrification, hydrogen, CCS and networks for a port‑industry hub. In Spain, AIQBE’s 2025 Annual Report highlighted record investment tied to renewable fuels and hydrogen transport infrastructure in Huelva. Upstream power expanded via a 100 MW offshore wind PPA supporting Uniper’s portfolio. Utilities advanced hydrogen‑ready assets through Bilfinger’s Owner’s Engineering for BS Energy CHP plants.
E‑fuel options diversified as the Mitsubishi Gas Chemical and Gold Hydrogen MOU launched assessment of green methanol from natural hydrogen on South Australia’s Yorke Peninsula, aligned with upcoming production tests and a feasibility study planned for the second half of 2026.
