- China’s LFP Battery Share Hits Record, But Production Still Triples Real Demand Growth
- Europe’s Geothermal Action Plan Is Two Years Overdue While the US and Canada Pull Ahead
- Green Hydrogen Enters Reality Check as Costs, Delays and Weak Demand Reshape Market
- China’s 2030 Renewable Waste Deadline Faces a Scale Problem Bigger Than One Recycling Line
Author: Anela Dokso
Global hydrogen demand surpassed 100 million tonnes in 2025, yet low emissions hydrogen still accounted for only around 1% of production.
HyScale 100 Cancellation Highlights Europe’s Struggle to Make Green Hydrogen Projects Bankable
The cancellation of Germany’s HyScale 100 project for a second time exposes a problem that increasingly defines Europe’s green hydrogen market: the region can assemble ambitious project pipelines and substantial public funding, but converting those plans into financeable industrial assets remains difficult.
Ola Electric Enters India’s Battery Storage Market as Domestic LFP Manufacturing Scales
Ola Electric is moving beyond electric mobility with its Shakti battery storage platform, built around lithium iron phosphate cells produced through its own vertically integrated manufacturing operations.
TerraPower’s Natrium Project Opens New Commercial Role for South Korea’s Nuclear Industry
South Korea’s nuclear industry is moving deeper into TerraPower’s commercial strategy just as the U.S. developer crosses the most important threshold yet for its Natrium advanced reactor: construction.
Europe’s Electrolyzer Capacity Risks Underuse as Green Hydrogen Projects Stall Before FID
Europe’s electrolyzer manufacturing industry has the capacity to produce about 8.49 GW of equipment annually, yet the region’s much larger problem is increasingly on the demand side.
Italy Prepares €400 Million Annual Hydrogen Auctions With 15 Year Contracts for Difference
Italy is preparing to commit up to €400 million annually to renewable hydrogen support, putting one of Europe’s largest national subsidy mechanisms behind an auction model designed to test how much production the market can deliver at competitive prices.
Europe’s electricity system is facing a temporary but highly visible test of its ability to manage fast changes in renewable generation as Wednesday’s solar eclipse reduces photovoltaic output across parts of the continent.
UNIDO and CATL Expand Cooperation on Battery Circularity and Green Industrial Development
Tthe United Nations Industrial Development Organization (UNIDO) and Contemporary Amperex Technology Co. Ltd. (CATL) signed a Joint Declaration establishing a framework for cooperation on the circular economy, advanced batteries and green industrial development.
India is allocating 30 KTPA of green hydrogen production capacity across four major oil refineries, signaling a more targeted effort to move hydrogen from policy ambition into industrial applications where demand already exists.
GM Exits $3.5 Billion Indiana Battery Venture as EV Strategy Shifts Toward Lower Costs
General Motors is reducing its exposure to large scale EV battery manufacturing, selling its 49.99% stake in a $3.5 billion battery joint venture with Samsung SDI as slower US electric vehicle growth forces automakers to reassess capacity, chemistry and capital allocation.
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