Author: Anela Dokso

The final investment decision by Air Liquide to proceed with its 200 MW ELYgator electrolyzer in Rotterdam signals a significant turning point for Europe’s industrial decarbonization efforts.

Chile’s green hydrogen sector, once hailed as a global frontrunner, has struggled to convert early enthusiasm into tangible project deployment. Now, a $2.8 billion tax credit program—capped at $5/kg of green hydrogen—is the government’s latest effort to unstick stalled developments and inject financial certainty into the market.

Europe’s ambition to lead the green hydrogen transition is unraveling, with industry analysts now projecting that only 12 GW of hydrogen production capacity—just a fifth of the 2030 target—may be delivered by the end of the decade.

The UK’s first Hydrogen Allocation Round (HAR1) has finally crossed a critical threshold: ten green hydrogen projects selected for subsidies have now signed funding agreements with the government.

Europe’s ambitions to decarbonize its steel sector using hydrogen-based direct reduced iron (DRI) have suffered a significant blow, as ArcelorMittal confirmed it is scrapping its €1.8 billion DRI and hydrogen plant in Dunkirk, France.

The Good Earth Green Hydrogen and Ammonia (GEGHA) project in northern New South Wales has reached financial close, marking a critical inflection point for regional hydrogen deployment in Australia’s agrifood value chain.

Amid record iron ore shipments and tightening capital discipline, Fortescue has taken a sharp pivot, announcing the cancellation of two flagship green hydrogen projects in the United States and Australia.

Australia’s energy transition has reached another critical inflection point with the commissioning of the 125 MW/250 MWh Koorangie Battery Energy Storage System (BESS) in Victoria.

In 2024, 91% of new renewable energy projects worldwide delivered power at a lower cost than any new fossil fuel alternative, according to the latest data from the International Renewable Energy Agency (IRENA).

Europe’s ambition to become a global hub for energy storage system (ESS) manufacturing is facing a sobering reality check. As the Clean Energy Associates’ (CEA) Q2 2025 ESS Supply, Technology, and Policy Report outlines, while new policy frameworks like the EU’s Clean Industrial Deal State Aid Framework (CIDSAF) are designed to accelerate domestic energy storage production, a wave of cancelled or delayed projects suggests that economic headwinds and global supply pressures are undermining Europe’s manufacturing vision.