Global figures unchanged this week; the new item is a hard European number behind the standing "2027 cliff" narrative.
Gas and power both jumped sharply this week — but the driver is the Strait of Hormuz blockade and a heatwave/eclipse combination, not a hydrogen-market signal.
PNIEC 2030 target 12 GW · FID-backed today ~535 MW (4.5%) · unchanged this week. Onuba's groundbreaking date is now confirmed in writing; Carteia's water position remains the most exposed in the set.
| Project | Operator | Location | MW | t/yr | Investment | Status | Water |
|---|---|---|---|---|---|---|---|
| Onuba | Moeve (51%) / Masdar / Enalter | Palos de la Frontera, Huelva | 300 (+105 opt.) | 45,000 | >€1,000m | ✓ confirmed Groundbreaking 17 Sep 2026, now written not just call-transcript | ②⑤ 2.9M+0.59M m³/yr |
| Carteia | Moeve | San Roque, Cádiz | 1,000 | 600,000 NH₃ | €3,067m | ⚠ pending BOJA 143/2026 alleg. window into late Aug — unverified this week | ② a precario → ⑤ NOT DISCLOSED |
| Cartagena | Repsol | Murcia | 100 | 15,000 | >€330m | DIA favourable, now dated 7 Jul 2026 | ④ 332,000 m³/yr — cross-confirmed |
| Bilbao/Petronor | Repsol | Basque Country | 100 | 15,000 | €292m | FID · operational 2029 | ⑧ |
| ATLAS | Repsol | Arteixo, A Coruña | 50 | 60,634/10yr | €133.4m | Awarded · €2.20/kg strike | ⑧ |
| P-HYNET | Repsol | Puertollano | 12.27 | 22,130/10yr | €49.8m | Awarded · €2.25/kg strike | ⑧ |
| Repsol/Hydric Power | Repsol | Puertollano | — | — | — | ✕ cancelled 14 Jul sub-€15/MWh power needed | n/a |
| H2 La Joya | Siroco Hydrogen 2 (Avalon) | Antequera, Málaga | 250 | 47,500 e-SAF | €1,200m | Contested, AAI pending, no movement | ⑤ 432,432 m³/yr |
| Proyecto Catalina | Enagás/Técnicas Reunidas/CIP | Aragón | 500→2,000 | — | >€2,100m | NEW FEED started, FID late 2027/28 | — |
| Piedra Energía 2 | — | Los Barrios, Cádiz | n/d | — | — | Dedicated desal applicant, re-confirmed | ⑥ 3,000,000 m³/yr |
10 GW 2030 target · 1.5 GW secured (EWI Q2/2026, unchanged) · ~1.9% installed. The pipeline lost a second major hub this week.
| Project | Operator | Location | MW | t/yr | Status | Water |
|---|---|---|---|---|---|---|
| GET H2 Nukleus | RWE | Lingen, NDS | ~100 live → 300 (2027) | 49,000 | Unchanged this week | ② Ems, 1.2M m³/yr, wet |
| REFHYNE I / II | Shell | Wesseling, NRW | 10 / 100 | ~1,300 / 16,000 | Operating / building, COD 2027 | ⑧ |
| Lingen Green Hydrogen | bp | Lingen, NDS | 100 | ≤11,000 | Building, on schedule | ⑧ |
| Leuna PEM (+5MW expansion) | Linde | Leuna, S-A | 24 (+5) | ~3,200 | NEW UVP filing for expansion located | ⑧ filing found, vol. pending |
| SALCOS | Salzgitter | Salzgitter, NDS | 100 | 9,000 | Commissioning, "ab 2027" | ⑧ |
| tkH2Steel | thyssenkrupp | Duisburg-Walsum | — | needs ~145,000 | Tender still paused | ⑧ |
| Clean Hydrogen Coastline | EWE | Emden, NDS | 320 | — | Building, online end-2027 | ④ municipal, DRY cooling |
| Bad Lauchstädt | VNG | S-A | 30 | ~2,500–3,000 | Ramp-up not confirmed | ⑧ UVP-Vorprüfung located, unfetched |
| Lubmin cluster | PtX/KGAL et al. | M-V | 1.7GW+ (>4GW ann.) | 160,000 | No FID — blocked on RED III | ⑧ |
| HydroHub Fenne | Iqony | Völklingen, Saar | 53 | 8,200 | ✕ cancelled Nov 2025 | n/a |
| HySCALE100 | Raffinerie Heide et al. | Heide, S-H | up to 2,100 | — | ✕ CANCELLED 12–14 Aug 2026 ~€900m forfeited | n/a |
A third consecutive edition has failed to retrieve a current station count from any canonical source. This is now a structural gap requiring a browser session, not a fetch.
| Metric | W33 | W34 | Δ |
|---|---|---|---|
| Germany public stations | ~50 (Jan 2026) | COULD NOT RETRIEVE | — |
| — 350-bar capable | 37 (2 only + 35 dual) | COULD NOT RETRIEVE | — |
| — 700-bar capable | 48 (35 dual + 13 only) | COULD NOT RETRIEVE | — |
| Germany openings since last edition | 0 | 0 confirmed (RVK Mechernich under construction, not yet open) | 0 |
| Germany closures since last edition | 0 | 0 found | 0 |
| Europe operational | 152 (Jan 2026 basis) | COULD NOT RETRIEVE | — |
| Spain public | ~2–3 of 11–20 | COULD NOT RETRIEVE | — |
| Andalusia | 0 | COULD NOT RETRIEVE (0 presumed, unconfirmed) | — |
The OEM order-book collapse deepened this week — thyssenkrupp nucera's green-H₂ intake fell to ~€3m for the quarter and the company exited in-house SOEC development.
| Alkaline | PEM | SOEC | AEM | |
|---|---|---|---|---|
| System efficiency | 55 kWh/kg (61% LHV) | 55 kWh/kg (61% LHV) | 47 kWh/kg total (71% LHV) | ~65–75% (secondary) |
| Stack lifetime | 60,000 h | 40,000 h | 20,000 h | — |
| Min. turndown | 30% datasheet / ~50% practice | 10% | thermal inertia | — |
| System CAPEX (uninstalled) | $500/kW | $1,000/kW | $2,500/kW | $600–1,200/kW |
| Critical material | nickel | Ir 0.45g/kW + Pt 0.26g/kW | YSZ / rare earths | PGM-free |
| Readiness | commercial | commercial | 2 major OEMs now retreating (Topsoe, tk nucera) | pilot |
| OEM | Signal | Detail |
|---|---|---|
| thyssenkrupp nucera | deteriorating | Green H₂ order intake ~€3m Q3; exits in-house SOEC stack dev.; backlog €638m (30 Jun) |
| Plug Power | improving | Q2 revenue $178m (+9% seq), margin near break-even; FY guidance raised; 30MW Barrow Green FID |
| ITM Power | unclear | FY2026 results scheduled 13 Aug — could not confirm publication |
| Nel ASA | quiet | No new order/factory news; CEO successor still unnamed |
| HydrogenPro | consolidating | Mothballs 500MW Tianjin plant; LONGi deal gives 1GW access, retains IP |
| Topsoe | retreated (prior) | Herning SOEC hibernated, 2nd US plant cancelled — background, unchanged |
27 projects screened, standing dataset. The German UVP-Portal — the single highest-leverage fix for the ~80% German non-disclosure rate — yielded its first document in three editions this week.
| Project | Country | Tax | m³/yr | L/kg | Confidence |
|---|---|---|---|---|---|
| Piedra Energía 2 | ES | ⑥ | 3,000,000 | — | verified — re-confirmed applicant |
| Cabezas Rubias H2 | ES | ③ | not disclosed | — | source confirmed, volume pending |
| Linde Leuna (5MW exp.) | DE | ⑧ | not disclosed | — | filing located — first UVP success |
| Moeve Carteia | ES | ②→⑤ | NOT DISCLOSED | — | inferred, notice unverified this week |
| Repsol Cartagena | ES | ④ | 332,000 | 22.1 | volume cross-confirmed, gazette pending |
| Iberdrola Puertollano | ES | ⑧ | — | — | re-confirmed genuinely undisclosed |
| Date | What | Status | Why it matters |
|---|---|---|---|
| 7 Sep 2026 | German Klimaschutzverträge round 2 closes | unchanged | €5bn budget, now admits CCU/CCS and industrial steam |
| 8 Sep 2026 | EU consultation webinar on IF26 (auction 4) draft terms | NEW | Precedes the formal call, still slated end-2026 |
| Sep/Oct 2026 | Commission infringements package | unchanged | Gas & H2 Package deadline expired with no proceedings yet |
| 30 Sep 2026 | CEF Energy €600m call closes | unchanged | H2Med's next funding window |
| Autumn 2026 | RFNBO delegated act review | unchanged, re-confirmed slipping | Worth ~€2/kg on Spanish green hydrogen |
| H2 2026 | Guadalquivir 20hm³/yr regenerated-water tender | ⚠ not re-checked | First hard ceiling on Andalusian water route — top W35 priority |
| Late Aug 2026 | Moeve Carteia allegation window (BOJA 143/2026) | NEW, unverified | Most exposed water permit in the Spanish set |
| Q4 2026 | New EU Hydrogen Strategy + auction 4 launch | unchanged | Grant caps now known: €175m/€150m per project |
| Q4 2026 | AFIR review proposals | ⚠ unchanged | EAFO's next refresh lands after the review deadline |
| End 2026 | RVK Mechernich public refuelling site | NEW | Genuine net-addition to Germany's shrinking network |
| End 2026 | First Andalusian HRS, Córdoba | ⚠ no update, 3rd edition | Dos Hermanas slip remains unresolved |
| Late 2027/28 | Proyecto Catalina FID | NEW | Up to 2,000MW, could cover ~30% of Spain's current demand |
| End 2027 | The FID cliff | sharpened | EIC: under 10% of 2030-target European projects at FID |