A 280 MW electrolyser supply agreement for a Danish e-SAF plant is conditional on a final investment decision that has no date. ENB tests the hydrogen figures and sets the deal against IEA data on what is built, financed and merely announced.
Transporting renewable hydrogen from Spain to the Franco German border could cost between €0.60 and €1 per kilogram, according to new estimates from the H2Med Alliance, putting infrastructure costs at a potentially manageable level relative to the wider economics of European green hydrogen.
BASF’s €10.3 billion approach for Evonik has been rejected at the first hurdle, but the failed opening bid is already exposing a broader question for Germany’s chemical industry, whether consolidation can compensate for structural cost and competitiveness problems that individual companies cannot solve alone.
Germany is putting €212.5 million into research and development for e-fuels and CO2-based precursors, but the structure of the program highlights a central problem facing the sector: reducing the cost and technical complexity of synthetic fuel production before commercial scale can become viable.
