- Green Hydrogen Forecasts Keep Shrinking, But Actual Output Is Still a Rounding Error
- CATL’s 2035 Carbon Neutrality Roadmap Is Really Aimed at a 2027 EU Deadline
- Europe’s Electrolyzer Capacity Risks Underuse as Green Hydrogen Projects Stall Before FID
- Italy Prepares €400 Million Annual Hydrogen Auctions With 15 Year Contracts for Difference
Author: Arnes Biogradlija
The industry’s own numbers show why the debate over 100, 170, or 300 million tonnes by 2050 matters less than it sounds. Roughly 700 megawatts of electrolysers are actually running today, producing around 110,000 tonnes of green hydrogen a year, a fraction of even the most conservative target on the table. Global electrolyser capacity in operation today stands at around 700 megawatts, producing an estimated 110,000 tonnes of green hydrogen annually, according to analysis published by BloombergNEF’s Michael Liebreich. Whether the eventual 2050 market turns out to be 100 million tonnes, 170 million, or 300 million, current output represents somewhere…
The world’s largest battery maker says 20 of its plants are now carbon neutral and its supply chain will follow by 2035. The timeline lines up closely with EU rules that will start blocking high-carbon batteries from the European market in 2027, and the company’s own numbers show why its factories were always the easier half of the problem. CATL supplied 39.2% of the batteries installed in electric vehicles worldwide in 2025, according to SNE Research, the only manufacturer above 30% and, together with fellow Chinese maker BYD at 16.4%, more than half of a global market that itself grew…
The 106-foot demonstrator flew for 27 minutes on about $5 of electricity, a genuine engineering result. But the certification target it is meant to support has already slipped several times, and the industry’s closest comparable programs have mostly gone bankrupt or been shelved before reaching theirs. On August 12, Heart Aerospace’s X1 demonstrator took off from Plattsburgh International Airport in upstate New York, flew for 27 minutes on battery power alone, reached 1,100 feet, and landed having used roughly $5 worth of electricity, according to the company. At 106 feet of wingspan and more than 25,000 pounds at takeoff, it…
The $8.4 billion Oxagon facility is more than 90% complete and moving into commissioning. That milestone now sits inside a Saudi giga-project program that has been retrenching, next to a joint-venture partner that has written down close to $6 billion on comparable clean-hydrogen bets elsewhere in the past sixteen months. The NEOM Green Hydrogen plant at Oxagon has moved into commissioning, with energization underway across a facility that is now more than 90% complete, according to disclosures from NEOM Green Hydrogen Company (NGHC) and joint-venture partner Air Products. The $8.4 billion complex, financed in 2023 with $6.1 billion in non-recourse…
Energy security, energy prices and the ability of the economy to respond to European decarbonisation are becoming issues that will determine the competitiveness of Bosnia and Herzegovina. For this reason, Sarajevo will host domestic, regional and European experts from 21 to 25 September at the Sarajevo Energy and Climate Week – SECW 2026, which focuses on concrete solutions for energy and industrial transformation. At a time when European climate and energy policies are increasingly affecting the operations of companies in Bosnia and Herzegovina, this year’s SECW will address financing of renewable energy and energy efficiency projects, the development of green…
The company frames its new agreements with SGS and a domestic membrane supplier as industrial refinement. The market data around them, price collapses of up to 73 percent, hundreds of loss-making competitors, and a customs system now rewarding certified equipment, point to something closer to a survival strategy. Chinese electrolyzer manufacturers shipped roughly 321 megawatts of hydrogen production equipment overseas in the first half of 2026, more than 17 times the 18.5 megawatts exported in the same period a year earlier. That surge is the backdrop against which Trina Green Hydrogen, the hydrogen unit of solar manufacturer Trina Solar, has…
Battery storage across Australia’s National Electricity Market broke its own discharge record for at least the second time in two weeks on 11 August. The same fleet’s revenue per megawatt has been falling even faster than its capacity has grown. On 11 August, battery discharge across Australia’s National Electricity Market reached 4,325MW at 18:25, according to analysis published by Geoff Eldridge of energy consultancy Global Power Energy, eclipsing the previous all-time high of 4,131MW set just eleven days earlier, on 31 July. At the same interval, batteries supplied 14.42% of NEM electricity consumption, also a record. Both figures matter less…
Washington calls its steel and aluminum tariffs a national security necessity. Brussels calls its carbon border charge a climate safeguard. The numbers behind both mechanisms tell a less symmetrical story than either side’s talking points suggest. Since June 2025, the United States has charged a flat 50 percent duty on most primary steel and aluminum entering the country under Section 232 of the Trade Expansion Act of 1962. Since January 2026, EU importers of the same two metals have operated under the financially binding phase of the bloc’s Carbon Border Adjustment Mechanism, facing certificate charges now benchmarked at just over…
A claim that building 1 gigawatt-hour of utility-scale battery storage consumes roughly 450 gigawatt-hours of energy before it delivers a single kilowatt-hour back to the grid sounds extreme until it is checked against the literature. It isn’t fabricated. A widely cited 2016 review of lithium-ion battery life-cycle studies found cumulative energy demand ranging from 316 to 2,318 megajoules per kilowatt-hour of capacity, with 960 megajoules per kilowatt-hour as the likeliest figure, a range that converts to roughly 88 to 644 kilowatt-hours of embodied energy for every kilowatt-hour of nameplate storage. A 450 to 1 ratio sits comfortably inside that band,…
A 12.8 gigawatt-hour battery storage cluster in Inner Mongolia, anchored by a 4 gigawatt-hour single-site facility, is being framed this week as a fresh milestone in China’s grid-scale storage buildout. It isn’t one. The Envision Jingyi Chagan Hada Energy Storage Power Station connected to the grid in the final days of December 2025, and the completion of the full 12.8 GWh cluster, along with its integration into Envision’s AI dispatch platform, was already covered in depth by multiple outlets in February 2026, six months before this account presents the same facility as newly online. That timeline matters because the underlying…
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