As the European Union’s Carbon Border Adjustment Mechanism enters its fully operational phase on January 1, the policy is shifting from a theoretical deterrent to a real cost line item for exporters of emissions-intensive goods.
In a high-tech factory near Hamburg, robotic arms efficiently assemble proton exchange membrane electrolysers designed to split water into hydrogen and oxygen. These machines, produced by Quest One, represent a level of industrial automation far ahead of the company’s current demand, highlighting a persistent imbalance in the green hydrogen market.
Operations have begun at a 5,000 metric ton per year green ammonia plant in Ramme, Denmark, developed by Skovgaard Energy with Topsoe technology and renewable supply from Vestas, marking a shift toward dynamically operated power to ammonia systems that directly integrate intermittent wind and solar generation without dedicated hydrogen storage.
Sweden’s renewed nuclear ambitions are shifting from policy to project finance as Videberg Kraft, the company tasked with developing new reactors on the Värö Peninsula, formally applies for state aid under a framework adopted earlier this year.
Gasunie and Thyssengas have formalized a Joint Development Agreement to establish the first cross-border hydrogen transport infrastructure connecting the Netherlands and Germany, signaling a significant step in Northwest Europe’s industrial decarbonization strategy.
The Basque Country is strategically preparing to play a central role in the emerging hydrogen economy, allocating nearly €45,000 in its 2026 budget for studies on native hydrogen, helium, and aggregate extraction.
Artificial intelligence is rapidly reshaping global electricity demand, with recent estimates suggesting that AI systems alone could soon consume power on a scale comparable to that of the United Kingdom.
Fortescue Metals Group and Statkraft have agreed to amend and extend their existing power purchase agreement for the proposed Holmaneset green hydrogen and green ammonia facility, pushing the agreement horizon to 2029 and converting it into a 10-year power supply commitment.
