- UK Backs 100 Hour Energy Storage as Hydrogen Moves Into the Long Duration Power Debate
- Hydrogen Stocks Slide as Rising Treasury Yields Expose Sector’s Valuation Risk
- Europe’s Green Hydrogen Diplomacy Risks Reproducing Old Energy Relationships
- Asahi Kasei’s 2 Gigawatt Hydrogen Manufacturing Bet Dwarfs Its Actual Order Book
Author: Anela Dokso
UK Backs 100 Hour Energy Storage as Hydrogen Moves Into the Long Duration Power Debate
The UK is putting public money behind technologies designed to store electricity for at least 100 hours, reflecting a growing recognition that a power system increasingly dependent on wind and solar cannot rely solely on short duration batteries to manage prolonged periods of low renewable generation.
Hydrogen equities are once again showing how quickly investor enthusiasm can turn when financing conditions tighten. On August 20, FuelCell Energy, Bloom Energy and Plug Power all moved lower, with FuelCell Energy experiencing the sharpest intraday decline.
Europe’s green hydrogen strategy is rapidly becoming a foreign policy instrument, but the emerging network of partnerships with the Middle East, North Africa and Sub Saharan Africa remains far smaller and less institutionalized than the political rhetoric surrounding it suggests.
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.
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