Author: Anela Dokso

Namibia has commissioned an integrated green hydrogen facility at Walvis Bay that combines a 5 MWp solar park, a 5 MW proton exchange membrane electrolyzer and 5.9 MWh of battery storage, creating an operating model that links renewable electricity generation directly with hydrogen production, storage and end use.

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.

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 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.

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 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 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.