Browsing: Europe

Global electrolyzer manufacturing capacity has expanded faster than confirmed hydrogen projects, creating a widening gap between supply and near-term demand. That imbalance is now reshaping industrial strategies in Spain, where Cummins’ green hydrogen electrolyzer plant in Guadalajara is facing a workforce reduction after failing to meet production and job creation expectations tied to public funding.

Europe’s climate strategy is quietly pivoting, with EU environment ministers signalling a shift toward a more transactional and pragmatic approach in global climate negotiations. The closed-door meeting on February 4 emphasized that Europe can no longer rely solely on consensus-driven multilateralism, particularly after COP30 in Belém, Brazil exposed the limits of political coordination.

Germany’s green hydrogen pipeline continues to move selectively from strategy papers to steel in the ground, with bp confirming a 100 megawatt electrolyzer project that, once commissioned in 2027, is expected to produce up to 11,000 metric tons of green hydrogen annually. The contract awarded to Bilfinger, as part of a consortium responsible for prefabrication, assembly, and installation of key plant components, provides a window into how large energy companies are now prioritizing execution capacity over headline ambition.