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.
Markets
Buyers, investment, and the commercial case for hydrogen.
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.
Markets / guide
Five questions to ask about a hydrogen offtake announcement
A named buyer is a starting point. Volume, obligations, timing, and delivery conditions determine what can actually be reported.