Author: Arnes Biogradlija

When Statkraft announced the abrupt termination of its 40 MW Mo i Rana electrolyser order with Nel ASA, it underscored a stark truth: even within a hydropower-rich nation, green hydrogen projects are buckling under today’s economic headwinds. Once billed as a poster child for decarbonising heavy industry, the €35 million‐plus Mo i Rana facility was designed to leverage Norway’s abundant renewable electricity to produce clean hydrogen for nearby steel and chemical plants. Yet Statkraft’s leadership concluded that no commercially viable model could be built in the current landscape of high capital costs, volatile power prices, and rising interest rates. From…

South Australia’s decision to defer its €593 million Hydrogen Jobs Plan underscores the tension between long-term decarbonisation goals and immediate industrial imperatives. Originally slated to deliver a 200 MW green hydrogen power plant and large-scale electrolyser at Whyalla by early 2026, the flagship project would have supported both the transition to “green steel” at Whyalla Steelworks and provided dispatchable power as the state moves toward 100 per cent net renewables by 2027. Yet, following the financial collapse and government takeover of the Whyalla Steelworks, nearly A$600 million was reallocated to a A$2.4 billion steelworks rescue package. This pivot reflects a…

With €78 million in direct aid approved by the Andalusian government and a total investment of over €169 million, the Green H2 Los Barrios project in Cádiz positions itself not just as a regional infrastructure play but as a test case for Europe’s hydrogen industrialisation strategy under the IPCEI Hy2Use framework. Behind the headline figures lies a critical question for policymakers and investors alike: can hydrogen projects like Los Barrios catalyse long-term industrial transformation, or will they remain isolated flagships without systemic traction? At the core of EDP’s project is a 100 MW electrolyser to be powered by locally sourced…

With North American hydrogen project development facing rising capital intensity and inconsistent policy clarity, Charbone Hydrogen Corporation’s announcement of a US$50 million non-binding construction capital facility appears, at first glance, to be a strategic step toward advancing its infrastructure pipeline. But as investor optimism briefly lifted Charbone’s stock by 18.2%, questions remain over whether this term sheet will translate into scalable deployment or stall amid execution and financing constraints. The six-month term sheet, signed with an unnamed international renewable energy infrastructure fund manager, is intended to bolster Charbone’s deployment strategy across its green hydrogen production and distribution footprint in North…

As European energy markets grapple with tightening decarbonization mandates and post-crisis supply shocks, a strategic alignment between Masdar and OMV could indicate a recalibration of how major players approach hydrogen. The Abu Dhabi Future Energy Company PJSC (Masdar) and Austria’s OMV have signed a non-binding memorandum of understanding to jointly explore the production and scaling of green hydrogen and synthetic fuels across Austria, the UAE, and broader Central and Northern Europe. The timing of this partnership reflects mounting pressure in both regions to diversify energy portfolios. In the EU alone, the REPowerEU plan targets the production of 10 million tonnes…

In our interview with Enapter’s Wilhelm Schünemann, it became clear that installed water-electrolyser capacity jumped from 1.4 GW at the end of 2023 toward a projected 5 GW by late 2024—yet Eastern Europe’s fragmented regulations and erratic funding threaten to stall that growth. Projects repeatedly pause mid-engineering when grant windows close alongside election cycles, and investors hesitate without clarity on permitted electricity sources and end-use applications a decade out. WATCH THE FULL INTERVIEW Funding bursts tied to shifting political winds force developers into fresh compliance rounds—often country by country, region by region—adding months to certification pipelines. That uncertainty clashes with…

As cities race to decarbonize public transport, the debate between battery electric and hydrogen-powered buses is heating up. At the heart of this transition is CaetanoBus, backed by Toyota technology, leading a quiet revolution that’s louder than many may think. WATCH THE FULL INTERVIEW The Case for Hydrogen in City Transit Francisco Magalhães of CaetanoBus argues a compelling case: hydrogen buses are not just an alternative—they are often the only practical solution for certain urban conditions. In many cities, the electrical grid simply cannot support large-scale charging infrastructure for battery electric buses. That’s where hydrogen steps in. “Think of it…

Japan is betting on underground natural hydrogen to bridge the cost gap in its decarbonization ambitions, as the country prepares to commence resource exploration in fiscal year 2025. Backed by the Japan Organization for Metals and Energy Security (JOGMEC), the initiative reflects growing interest in what some experts are calling the “geological gold” of the clean hydrogen market—a potentially cheap, abundant, and carbon-free fuel source that has remained largely untapped. Natural hydrogen—also referred to as “white” or “gold” hydrogen—is attracting increasing attention globally for its potential to disrupt hydrogen production economics. Unlike green hydrogen, which currently costs between $3 and…

India’s ambitious target to develop 5 million metric tonnes (MMT) of green hydrogen production capacity annually by 2030 hinges not only on state-level policy commitments and large-scale infrastructure but increasingly on the integration of Micro, Small & Medium Enterprises (MSMEs) into the emerging value chain. The Ministry of New and Renewable Energy’s (MNRE) National Workshop on April 29, 2025, placed this overlooked segment of the economy at the center of India’s green hydrogen industrial strategy. With over 300 stakeholders in attendance—including MSMEs, financiers, multinational agencies, and government officials—the workshop served less as a ceremonial event and more as a strategic…

In 2024, China accounted for more than a third of the world’s hydrogen output, producing 36.5 million tons—yet less than 1% of that came from green hydrogen. Despite high-level backing and hundreds of new policies, China’s renewable hydrogen ramp-up continues to lag in implementation and scalability, raising questions about the maturity of its clean hydrogen strategy. According to the National Energy Administration (NEA), 56% of China’s hydrogen was still derived from fossil fuels last year. Electrolysis-based hydrogen, the cornerstone of any credible green hydrogen transition, totaled just 320,000 tons—a figure dwarfed by overall production. This mismatch underscores the growing divide…