Markets / analysis
Europe's IF25 hydrogen projects enter the grant-signature window
Thirteen projects have been invited to prepare EU grant agreements, but financing, construction, operation, and production payments remain later gates.
The latest perspectiveSep 14, 2026
Projects / news
RWE reports first hydrogen delivery from Lingen to Marl
A first delivery connects Lingen with an industrial user in Marl. Full commissioning and sustained operation remain separate milestones.
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Infrastructure / analysis
Hydrogen's 2026 infrastructure gap sits between the plant and the buyer
The IEA's latest review and Europe's signed grant agreements show why production support and a usable delivery chain are separate milestones.
Markets / analysis
The buyer question behind the hydrogen capacity race
Shell’s project commentary and the IEA’s assessment show why demand is a separate question from production capacity.
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