Water moved from an abstraction to a number, and the number is worse than feared — while the demand side kept cutting. Moeve Carteia's 1 GW ammonia plant, the most exposed water position tracked, finally has a public figure: an NGO filing (Verdemar, 19 Aug) puts total consumption at ~3.1 hm³/yr (~2.4 hm³/yr electrolysis-specific), on provisional rights with no disclosed supply guarantee — and the expediente cited in the last two editions turns out to belong to an unrelated case, a correction, not a confirmation. Plug Power abandoned its 100 MW Antwerp plant (€13.6m write-off) and Fortescue formally handed back its 2 GW Gladstone gigafactory site to Queensland. Counter-signal: China committed up to $1.1bn to five hydrogen "city clusters." On sourcing method, the German UVP-Portal route scored a second success — Bad Lauchstädt fully resolved to municipal water and dry cooling — while RWE Lingen's permit stayed rate-limited for a second edition.