H2 Energy Group

The viability of green hydrogen and green ammonia projects as insurance risks was one focus at analyst group Wood Mackenzie’s Hydrogen Conference 2025 in London last week. With more and more hydrogen and ammonia projects reaching final investment, there remains a question of the long-term risks that attach to what are relatively new technologies that need to deliver reliably over decades. This is a paid article, to read the article in full you can sign in if you are subscribed or subscribe today.

The state-owned power producer operates a coal-to-chemicals complex in Duolun, where the green hydrogen could replace coal-derived feedstocks and syngas-based hydrogen in its processes. H2 View understands that the green hydrogen plant is expected to produce over six million tonnes of green hydrogen per year in the future. However, it has not been revealed how much it is currently producing. Duolun already features a 150MW wind and solar plant, which also sends surplus electricity to the grid. Since it started commercial operations in 2012, the Duolun complex has mainly produced polypropylene, propylene, and methanol, with the latter accounting for most [...]

Expected to support the Port of Long Beach region in California, US, the facility will use fuelling and dispensing technology supplied by OneH2, while Pacific Clean Fuels operates and manages the station infrastructure. OneH2 is also likely to supply the hydrogen. The company operates a steam methane reforming (SMR) plant in Long Beach, which can produce six tonnes of grey hydrogen per day. Hyroad acquired 113 hydrogen fuel-cell trucks through Nikola Corporation’s bankruptcy auction, following the manufacturer’s collapse in February with around $47m in cash remaining. Although notably, Nikola recalled 95 hydrogen trucks due to the potential incorrect mounting of [...]

The cost of green ammonia produced in China is coming down, driven by flagship projects such as Envision Energy’s 320,000 tonnes-per-year green hydrogen and ammonia facility near Chefing City, with the first exports now hitting the market. The implications of this shifting dynamic were explored in a panel session at Wood Mackenzie’s Hydrogen Conference 2025 in London last week, with Frunk Yu, Senior Vice-President of Envision Energy, among the speakers. This is a paid article, to read the article in full you can sign in if you are subscribed or subscribe today.

Connecting Barcelona, Spain, with Marseille, France, the subsea pipeline is part of the wider H2Med pipeline network. The operators claimed surveys carried out by independent experts found no major obstacles, allowing the project to advance to its next phase. The H2Med project partners, which include Enagás, NaTran, OGE, REN, and Teréga, confirmed that BarMar is now scheduled to begin commercial operation in 2032, two years later than previously planned. In a press statement, H2Med said, “The study found no major physical constraints along the routes, and all identified infrastructure crossings are considered feasible. “In addition, seabed conditions and terrain do [...]

Plug Power said it had suspended all work on projects supported by a $1.66bn US Department of Energy (DOE) loan guarantee during its Q3 results, signalling a step back from its capital-intensive hydrogen production build-out. The loan guarantee, secured in the final days of the Biden administration, was set to allow Plug to build up to six green hydrogen plants across the US, as it looked to build up supply for its material handling customers. However, outgoing CEO Andy Marsh linked the pause to a long-term grey hydrogen supply agreement with a “leading industrial gas company” and a broader reassessment [...]

Six European hydrogen refuelling operators, including Hydri, Teal Mobility, Fountain Fuel, H2 Mobility, Virya Energy, and HYmpulsion, have formed the Hydrogen Infrastructure Alliance (H2IA). The alliance argued that infrastructure development must lead to give truck and van manufacturers the confidence to scale up production. However, the H2IA’s statement added, “Larger volumes of vehicles and a variety of models available, in turn, lead to a quicker growth of the refuelling network – and to a lower cost for end-users, both for vehicles and hydrogen fuel.” Collectively, the members currently run 92 hydrogen stations throughout Sweden, France, Germany, Belgium, and the Netherlands. [...]

Shell has signed two PPAs for more than 280MW of renewable electricity to supply its 100MW green hydrogen refinery project in Germany, but it is unclear whether the project will meet the EU’s strict eligibility rules. The oil and gas major will offtake around 110MW from Northland Power and RWE’s Nordsee One joint venture’s 332MW wind farm under a five-year agreement. This is a paid article, to read the article in full you can sign in if you are subscribed or subscribe today.

Hydrogen is expected to become a major platinum customer just as the global PGM system is expected to enter a structural deficit – yet the real constraint isn’t platinum itself. That’s according to Ed Sterck, Director of Research at the World Platinum Investment Council (WPIC), who spoke to H2 View as the organisation released its Q3 market report. This is a paid article, to read the article in full you can sign in if you are subscribed or subscribe today.

The IDB Invest package comprises senior debt, blended finance, and a letter-of-credit-backed reserve facility. The funding will form a critical part of the $630m Villeta project, which will use green hydrogen to produce around 260,000 tonnes of green calcium ammonium nitrate per year. Fertiliser major Yara has already agreed to offtake the plant’s total output under a 10-year deal. The IDB Invest package is conditional only on the finalisation and execution of agreed debt and project documentation, as well as the closing of the project’s equity package at financial close. Last month Atome secured up to $100m in debt and [...]