Even the strongest apparent dual-product customer cannot absorb the mass balance: a large hydrogen-DRI steelworks could still leave roughly 80–90% of thermolysis graphite needing other markets.
Methane thermolysis has one of the cleaner propositions in the hydrogen space. The process is also commonly called methane pyrolysis, but I prefer thermolysis. An engineer and founder working in the field pointed out to me that the useful distinction is straightforward: it is heat, not flames, doing the work. … [continued]
Putting MWh over an industrial hydrogen supply chain changes the framing, not the underlying market: real buyers still purchase hydrogen by mass.
Global hydrogen demand exceeded 100 million tonnes in 2025, and almost all of it was still consumed where hydrogen has been used for decades: refining and industry. That is why kilograms and tonnes are not merely traditional units. They describe the market that exists. An ammonia plant buys a chemical … [continued]
Hydrogen gets the lights and cameras, while scalable maritime electrification increasingly depends on the quieter infrastructure of grids, batteries and routine charging.
At the Port of Tilbury on the Thames, GeoPura recently put one of its hydrogen power units on a floating platform and used it to charge a commercial electric vessel. The system delivered 300 kW through five Ballard fuel cells. It was visually irresistible: a barge, hydrogen equipment, a working … [continued]
Poland succeeded in creating hydrogen-bus demand, but Polenergia still backed away from the local green-hydrogen supply intended to serve it.
Poland did something hydrogen advocates have spent years saying governments need to do: it created real demand. Public subsidies helped put hydrogen buses into Polish cities, refueling infrastructure received support, and renewable-hydrogen projects were offered public money as well. By April 2026, Poland had 153 hydrogen buses registered, 140 already … [continued]
OCTA’s hydrogen buses still had years of service life when their depot fuel system became unusable. Hydrogen transit depends on much more than the bus.
The Orange County Transportation Authority is spending another $27.6 million on hydrogen infrastructure as it expands its fuel-cell bus fleet from 10 buses toward 50. Read the announcement quickly and it sounds like ordinary fleet growth: more buses require more fueling capacity. OCTA’s history makes the story much less straightforward. … [continued]
About $100B in shareholder value vanished across hydrogen, eVTOL and SMR bets after my underlying technology warnings were already public.
The Financial Times supplied an interesting prompt this week. Short sellers have made an estimated $2.1 billion betting against Oklo, NuScale and Nano Nuclear, while $30.3 billion of their combined market value has disappeared since the three small modular reactor developers peaked in October 2025. I have been writing for … [continued]
Commercial electrolyzers are arriving, but Europe’s lenders are drawing a much tighter boundary around which hydrogen markets are actually bankable.
The Port of Antwerp-Bruges now has what its developer calls a commercial-scale AEM electrolyzer. Power to Hydrogen’s half-megawatt system is intended to make high-purity hydrogen for real users in a real industrial setting, and that is a legitimate engineering milestone. Moving anion-exchange-membrane electrolysis out of smaller stacks and into industrial … [continued]
Germany’s 6 GW hydrogen headline shrinks sharply once the reservations and planned network are unpacked.
Germany’s hydrogen industry finally has a demand number it can put in a headline: nearly 6 GW of paid reservations on the country’s emerging hydrogen core network. FNB Gas presented the reservations and customers’ willingness to pay as a strong indication that the hydrogen economy is gathering momentum. Six gigawatts … [continued]
Europe is closing passenger-car hydrogen stations while AFIR rules and grants support new dual-pressure sites that retain 700-bar capability.
Europe’s public hydrogen refuelling network is not growing, but shrinking slightly. It is, however, changing shape. The part built for passenger cars is shrinking, while a new generation of dual-pressure stations is carrying 700-bar capability forward into the bus and truck layer. Germany closed 36 first-generation hydrogen refuelling stations during … [continued]
Lower Saxony’s decision point is not the next fuel-cell repair. It is whether to recapitalize a dedicated hydrogen system after the evidence has moved.
Lower Saxony’s hydrogen trains will probably not be retired because a politician announces that battery-electric multiple units were the better technology. They will be retired when the bill arrives for extending the life of an underused, specialized hydrogen system and the state has to compare that cost with buying the … [continued]
