The second consecutive week this series has found zero FIDs and zero cancellations simultaneously — W40's "quiet week" was not a one-off. The week's substantive global item was an offtake, not a project move: AM Green (India) won H2Global's "Asian lot" — a €585m, 10-year renewable/green-ammonia supply contract to Germany via Hintco (~30 Sept–1 Oct), multi-sourced across five outlets and treated as confirmed. The remaining three H2Global auction lots are due to be revealed before end of 2026. Plug Power reported a 280MW electrolyser supply deal plus a flagged >1GW pipeline for a Danish e-SAF project (29 Sept) — likely tied to its long-standing Arcadia eFuels partnership (first announced 2023); treated as low-to-medium confidence pending confirmation it is new rather than restated. One unverified pre-FID announcement surfaced: a China Huadian green-ammonia project at Yingkou (1 Oct, single-sourced, could not fetch full article — needs follow-up).

German power stayed contained — daily averages ran €140.75–200.50/MWh (29 Sept–4 Oct; no daily average retrieved for 5 Oct, but hourly data shows a €258.19/MWh evening peak against a €73.79/MWh midday trough, no negative prices, no repeat of the 14 Sept €740.01/MWh record). Spanish OMIE data was successfully retrieved this week — ending two straight weeks of COULD NOT RETRIEVE — week average ≈€165.7/MWh, single-sourced to an aggregator (tarifaluzhora.es), no year-on-year comparator available. TTF eased marginally to ~€74.7/MWh. EU ETS carbon's year-on-year comparator looks inconsistent again (+14.2%→+6.64%, a swing too large for the ~3% week-on-week price move alone) — flagged, not reconciled, likely an index/contract-basis difference. LCOH, HYDRIX/Argus/Platts, and electrolyser CAPEX remain unrefreshed for a tenth consecutive week. EU auction 4's €500m budget is reconfirmed; the ≥75% non-Chinese content rule, €4/kg ceiling and 5MW minimum were not re-confirmed this pass (not contradicted either) — one secondary source now puts the call's opening as specifically December 2026, single-sourced.

Infrastructure headline: Spain is fast-tracking the first 234km segment of its national hydrogen pipeline network to unlock green-H2 investment (1 Oct) — more specific than last week's "assessing first four segments"; a separate, unnamed e-methanol project was given regional-government "priority" fast-track status (2 Oct). Both single-sourced. CEF Energy's €600m call (CEF-E-2026-PCI-PMI-WORKS) closed on schedule, 30 Sept 2026, 17:00 CEST — confirmed directly via MITECO's own convocatorias page; no submission-count or results news yet, as expected (evaluation typically runs months). Moeve Carteia: BOJA issues 189–193 (29 Sept–5 Oct) checked directly across both "Otras disposiciones" and "Anuncios" sections — no water-rights decision found, 8th consecutive edition. Repsol Cartagena: primary DIA/BORM document still unlocated, 10th consecutive edition. H2 La Joya: no movement this week. Iberdrola Puertollano II/Catalina: still NOT DISCLOSED, no FID news. EU infringement proceedings (opened 25 Sept against 26 states incl. Spain): too early for a response — the 2-month window runs to ~25 Nov 2026; none found yet. The standing "PERTE ERHA auction-as-a-service" watch item is downgraded this edition — it traces to a 28–29 Jan 2026 announcement with no new operative date since, not a recurring near-term event.

A fully quiet scoreboard — no update found on any of the 14 tracked German projects, no newly announced project, no newly cancelled project, no reversal of the Iqony HydroHub Fenne cancellation. Confirmed directly: the latest EWI/BDEW Hydrogen Monitor remains the Q2/2026 edition (published 26 May 2026, data to 31 Mar 2026, 181MW EWI baseline) — a Q3 2026 edition is still unpublished and now clearly overdue. No 4th Wasserstoff-Kernnetz Marktinformationspaket found; the 3rd package (Jul/Aug 2026) and its ~6GW paid-reservation figure stand unrefreshed. No new IPCEI award. Klimaschutzverträge round 2 results still not announced — now in its fourth-plus week since the 9 Sept bidding close (21 bids).

Germany, Spain: COULD NOT RETRIEVE a fresher net-change figure — h2.live/h2-mobility.de remain JS-rendered. A cleaner Europe-wide reference surfaced this week (UNEM's "Databook 2026", published 9 Jan 2026, stale but newly adopted as the standing EU-wide figure): 303 active HRS across the EU27 at end-2025 — Germany 128, France 79, Netherlands 50, Italy 3. This is almost certainly a census-style basis (built/registered stations), materially different from and not to be merged with the H2 Mobility live-map figure (~50 German stations, public-and-currently-operating basis) — both are shown below with their basis labelled. Andalusia: Córdoba's HVR station still not confirmed open; Granada and Campo de Gibraltar unchanged; the HUB LA ISLA H2 (Dos Hermanas) phase-structure discrepancy remains unresolved. AFIR: no movement, 31 Dec 2026 review deadline stands.

A fully quiet week for every tracked OEM — no dated news found for Nel, thyssenkrupp nucera, Plug Power's core order book, Sunfire, ITM Power, John Cockerill, Siemens Energy, Accelera, Topsoe, Bloom, Ohmium, Electric Hydrogen, or the Chinese cohort (LONGi, Sinopec, Peric, Sungrow, Envision) beyond the already-covered Plug Power/Arcadia item in §1. No insolvency, layoff, factory expansion or closure found. EU auction 4's non-Chinese content rule saw no Commission finalisation this week; the standing 2.5–3x China–West CAPEX gap (single-sourced, stale since 8 Apr 2026) remains unrefreshed.

A second fully quiet week on water. BOJA issues 189–193 (29 Sept–5 Oct) were checked directly across both relevant sections — no Carteia/San Roque/Moeve water notice found (8th consecutive edition unresolved). Repsol Cartagena's primary DIA/BORM document remains unlocated for a 10th consecutive edition. Iberdrola Puertollano rechecked — still genuinely NOT DISCLOSED. H2 La Joya: no new movement; per the project's own water-intake-screening dataset, the pipeline-length figures are resolved (48km is the double abstraction+discharge pipeline, ~24–27km the one-way route — both correct; the 600m lift stays unconfirmed) and the objection count stands at 2,000+ alegaciones (9 Mar 2026 close) plus COAG, concerning aquifer contamination, not abstraction volume. No newly disclosed or newly contested hydrogen water permit was found anywhere globally this week. The Guadalquivir 20hm³/yr regenerated-water reserve tender has not opened.

Negative findings, stated deliberately: no FID and no confirmed cancellation this week — the second consecutive week both are true. No new German project announced or cancelled; no OEM insolvency, layoff or closure. No grant or denial on Moeve Carteia's water rights (8th edition); Repsol Cartagena's primary DIA document remains unlocated (10th edition). No newly disclosed or newly contested hydrogen water permit anywhere globally. No fresher German, Spanish or Europe-wide refuelling-station net-change figure. No Klimaschutzverträge round 2 results. No US 45V/DOE H2Hubs, China national-policy, Japan, South Korea, Middle East or Australia development found.