H2 Energy Group

Cummins’ decision to stop pursuing new electrolyser projects, after taking $458m in hydrogen-related charges, has added to growing questions about the near-term trajectory of the hydrogen sector. But this is not a sudden collapse – it is a market correction that has been building for the past 12–18 months. This is a paid article, to read the article in full you can sign in if you are subscribed or subscribe today.

The US engine manufacturer confirmed the move in its full-year 2025 results, reporting $458m in impairment and restructuring charges linked to its electrolyser business within the Accelera unit. Cummins said conditions in electrolysers and broader hydrogen markets deteriorated rapidly during the second half of the year, driven by weak customer demand and uncertainty around government incentives. This prompted an interim impairment review in Q3, followed by a reassessment of the business. As part of that review, Cummins determined the goodwill associated with its electrolyser reporting unit was fully impaired, resulting in a $210m non-cash charge in Q3. It also recorded [...]

The funding was approved under the June 2025 Clean Industrial Deal State Aid Framework (CISAF), which allows for continued support until the end of 2030. Eligible investments under CISAF include electrolysers, fuel cells, storage technologies, compressors, ammonia crackers, pipelines, and renewable energy infrastructure across wind, solar, and hydro. The commission said the scheme can offer support for decarbonising industrial processes “through electrification, energy efficiency and the switch to the use of renewable and electricity-based hydrogen”. The production and recycling of related critical raw materials will also be covered. Teresa Ribera, Executive Vice-President for Clean, Just and Competitive Transition, stressed the [...]

The firm finalised a non-recourse financing package for its Kapuni Project at Ballance Agri-Nutrients’ site in South Taranaki as it eyes bringing the plant online in 2027. Marking one of the first commercial plants in the country, it will combine 25.6MW of wind turbines and 5MW of electrolysis which will produce up to two tonnes of green hydrogen per day. Ballance will offtake some of the plant’s output to replace a portion of the grey hydrogen it consumes in ammonia-urea fertiliser production. Hiringa will also supply some to its hydrogen refuelling network, including stations in Auckland, Hamilton and Tauranga. The [...]

California-based Vema Hydrogen says the wells will host the first field deployment of its “engineered mineral hydrogen” technology, which injects water into iron-bearing rocks below the surface to trigger hydrogen-producing reactions. It claims it could produce huge volumes of hydrogen for less than $1/kg – below even unabated fossil-based processes. The approach aims to replicate geologic hydrogen generation, a naturally occurring process in the Earth’s crust driven by reactions such as serpentinisation and iron oxidation, which can trap hydrogen in underground reservoirs. The pilot wells will be used to analyse subsurface fluid movement, reaction rates, and hydrogen output – data [...]

The Suport project, led by the Catalonia Institute for Energy Research (IREC), showcased a pilot-scale demonstration where wastewater and captured CO2 were converted into a synthetic fuel chemically equivalent to marine diesel. The process used co-electrolysis to convert CO2 and wastewater into hydrogen-rich syngas, which was then put through Fischer–Tropsch synthesis to make the liquid fuel. According to the researchers, integrating the two technologies into a single system improves overall efficiency compared to decoupled processes. Laboratory tests showed the system achieved carbon conversion rates of over 70%. While the project’s scale was not revealed, IREC Project Coordinator, Lucile Bernadet, said [...]

With commissioning for the project planned in 2027, Bilfinger will prefabricate, assemble, and install key piping and plant components, as well as high-voltage power systems. The German engineering firm expects to deploy over 200 workers at the site during peak periods. The deal adds to Bilfinger’s green hydrogen work, which includes the integration of a 100MW electrolyser at RWE’s 300MW Lingen project. BP took final investment decision on the project in 2024 to produce up to 11,000 tonnes of green hydrogen for consumption in its own refineries and other industrial customers in the region. The plant will feed into the [...]

Six European electrolyser firms have launched a new coalition, calling on policymakers to deliver long-term green hydrogen demand signals and relax production rules as deployments lag. Under the new Electrolysers for Europe banner, ITM Power, John Cockerill, Nel, Sunfire, Thyssenkrupp Nucera, and Topsoe said the continent had to match the sector’s momentum or risk losing its leadership. In a manifesto launched on Wednesday (4 February), the group criticised EU policy for hampering electrolyser installations despite the sector scaling up manufacturing capacity from 1GW to over 10GW since 2020. This is a paid article, to read the article in full you [...]

The system made by Hyting was installed at a precision pump manufacturing facility for Flusys in Offenbach, to provide heating for a 1,000 cubic-metre space. Installed alongside a heat pump, the unit will provide peak heating capacity during high-demand periods or low ambient temperatures, with the heat pump managing base load. Hydrogen is being supplied by an unnamed “nearby supplier.” Hyting says its catalytic unit provides carbon dioxide, NOx and particulate emission-free heat through a flameless oxidation process. Hydrogen is supplied to the system at around 1.5 bar. The firm believes deployments like the installation with Flusys represent a “key [...]

The petition challenges a 2022 decision by the California Public Utilities Commission (CPUC) that ordered utilities to develop demonstration projects for 5% hydrogen blending with natural gas before network-wide injection could proceed. However, Southern California Gas (SoCalGas), San Diego Gas & Electric, and Southwest Gas Corporation argue the safety case for low-level blends has been “advanced” since the CPUC order. They stressed the petition does not oppose demonstration requirements in the 5–20% blend range. “Since 2022, a significant body of new research, operational data, and real-world experience has emerged,” the utilities said, adding that utilities globally had already safely demonstrated [...]