Changelog
One dated line per edition with its headline finding, plus method changes, corrections and superseded figures. Newest first.
- 2026-W41 — A second zero-FID, zero-cancellation week, offset by the quarter's largest confirmed offtake: H2Global's €585m, 10-year green-ammonia contract won by India's AM Green for supply to Germany.
- Superseded: H2 La Joya pipeline-length and objection-count figures reflect the corrected position, replacing an earlier withdrawn correction.
- 2026-W40 — A quiet FID week met the loudest EU regulatory move in months: infringement proceedings against 26 of 27 member states for missing the 5 Aug 2026 hydrogen and gas directive deadline; Uniper signed a 40,000 t/yr e-SAF offtake.
- 2026-W39 — German power set a series record of €740.01/MWh (14 Sep, Dunkelflaute); Moeve Onuba broke ground with figures restated; South Africa's Phelan Green e-SAF project reached FID.
- Superseded: Moeve Onuba public support restated to €304m (previously €263m).
- Correction: Repsol Cartagena water source reclassified from desalination to municipal supply.
- 2026-W35 — Moeve Carteia gets its first public water figure (~3.1 hm³/yr, NGO filing); Plug Power abandons its 100 MW Antwerp plant and Fortescue hands back its Gladstone gigafactory site.
- Correction: the expediente reference carried for Moeve Carteia in W33/W34 is retracted (unrelated case).
- Correction: ITM Power FY2026 results date is 15 Sep 2026, not 13 Aug.
- Resolved: Bad Lauchstädt water source classified as municipal, dry cooling.
- 2026-W34 — Consolidation widened from OEMs to projects: HySCALE100 (2.1 GW, Germany) cancelled; thyssenkrupp nucera green-hydrogen order intake ~€3m for the quarter; EIC reports under 10% of Europe's 2030-target projects at FID.
- Method: EU ETS carbon price added as a tracked input.
- Method: German UVP-Portal yielded its first retrieved document in three editions.
- 2026-W32 — Building more, committing less: installed electrolysis doubled to 4 GW and RWE's 300 MW Lingen delivered first hydrogen, but 2025 FIDs fell below 0.8 Mt/yr and the 2030 project pipeline shrank by 10 Mt to 27 Mt.
- Site published. Archive imported from W32; editions W33 and W36–W38 are not in the archive.