In a recent move, the Ministry of Energy – SENER happens to be working on the development of National Renewable Hydrogen Plan -H2R, a historic step for Mexico when it comes to its path toward energy transition. With the technical and financial support coming from the Inter-American Development Bank (IDB), the plan looks forward to positioning Mexico as a leader in terms of production and use of renewable hydrogen.

SENER recently convened a workshop so as to develop the National Renewable Hydrogen Plan, thereby bringing together experts as well as key players in the sector.

Apparently, the members of the Mexican Hydrogen and Energy Transition Association (AMHTE), the National Energy Commission, the Safety, Energy, and Environment Agency (ASEA), the Federal Electricity Commission (CFE), and Petroleos Mexicanos (PEMEX) were among the participants.

In the workshop, the opportunities as well as challenges for the development of clean hydrogen in Mexico held a major focus.

Projects That Lead the Way

At the same time, another milestone in the development of the clean hydrogen industry in Mexico took place, and that was the first Environmental Impact Statement (EIS) for a green hydrogen project in Mexico that was approved.

This happens to be the Tango Solar project from Dhamma Energy, which goes on to involve an initial investment of US$1.3 billion and is going to generate direct as well as indirect jobs, and at the same time boost the sustainable local value chains.

The project happens to be located in the vicinity of the Topolobampo Wellness Development Pole located in Sinaloa and goes on to involve construction and operation as well as maintenance of a solar-powered green hydrogen plant having the capacity to produce almost 41,485 tons of green hydrogen every year, all thanks to the electricity generated by the 921-megawatt solar park.

The Tango Solar project is going to have a positive impact when it comes to both local and national economies and is shaping up to be the center of a strategic hub for the usage as well as export of green hydrogen in the region, therefore contributing towards the energy security and justice in Mexico.

As per the study entitled – Green Hydrogen, Energy Vector for Decarbonizing Mexico’s Economy, prepared by PWC for AMHTE, the potential market when it comes to clean hydrogen and its derivatives, like ammonia and also methanol, in Mexico amounts to US$60 billion, and there are investments worth US$22.35 billion that are at present underway, distributed throughout the 28 projects across different stages of planning and development.

Hydrogen Studies 

A pair of studies focused on hydrogen recently were published by international organizations – the Global Hydrogen Compass 2025, prepared by the Hydrogen Council and McKinsey, the consulting firm, and the Global Hydrogen Review 2025, prepared by the International Energy Agency (IEA).

Especially, the Global Hydrogen Compass happens to point out that the clean hydrogen sector has gone on to attract global investments of billions of dollars in more than 500 projects that have already received final investment decisions and are also already under construction or in function.

PEMEX Strategic Plan

PEMEX has gone on to include the production of geological hydrogen, or white hydrogen, in its 2025-2035 Strategic Plan. The idea is to replace the gray hydrogen that is at present being used in refining processes with a cleaner as well as more sustainable energy source. This can enable the reduction of greenhouse gas emissions and enhance the energy efficiency as far as the refining processes are concerned.

CFE, Green Hydrogen, And Natural Gas

The Federal Electricity Commission (CFE) is seeking the possibility of mixing green hydrogen along with natural gas for electricity generation across some of its combined cycle power plants by way of acquiring new turbines and also adapting others already in terms of operation, which could very much help decrease its greenhouse gas emissions.

It is well to be noted that these plans were included by the Ministry of Energy and CFE in the most recent editions of the National Electricity Sector Development Program – Prodesen as well as the Electricity Sector Outlook.

Taking into account all of the above, Mexico indeed has a very unique opportunity to go ahead and become a global leader when it comes to green hydrogen production if the vision of the government and the development companies get aligned.

The fact of the matter is that the production and also use of clean hydrogen can go ahead and generate jobs and investment as well as technology, with a direct positive impact on the energy security and climate commitments of Mexico.

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Germany has gone ahead and taken a major step in establishing hydrogen as the most dominant fuel source in the world through raising the Hydrogen global budget to €3 billion when it comes to import deals. Germany has stated that it happens to believe wholeheartedly that hydrogen can very well play a prominent role within the energy production sector across the world and has indeed reshaped its budget due to increased interest in hydrogen coming from many regions of the globe. The new budget enables important long-term contracts within the hydrogen sector in Germany and even beyond its borders.

Apparently, the German government has revised its budget in terms of the funding structure of its H2Global hydrogen import auctions so as to match the 10-year contracts on offer to developers, which then might bring the overall budget to a whopping €3bn under the 2026 federal plan. Germany has indeed seen the potential hydrogen presents for the global energy sector, unlike the U.S., which has taken numerous measures to curb the sector.

The update when it comes to the funding structure in Germany follows the launch of the second H2Global auction in February 2025, which was aimed at revising 10-year funding structures that go on to play a critical role in terms of offering potential producers the bankable certainty in order to reach the final investment decisions. Hydrogen has gone on to become a major tool in the shift away from the harmful fossil fuels that have gone on to ravage the planet till this point.

As per the Federal Ministry for Economic Affairs and Energy in Germany, each lot is going to get €58m every year from 2029 to 2038, which would reach a total of €580m for every lot, while the revised worldwide lot would offer €30m every year from 2032 to 2041, therefore amounting to €300m overall. This sort of revised budget looks forward to increasing the standing of hydrogen within the European region all across and could as well lead to some unforeseen benefits if allowed.

As Germany raises the hydrogen global budget to €3 billion, it comes with an objective to align with the present 10-year contracts that are pretty much prevalent within the hydrogen sector in Germany. For most of the time now, the world has depended on the fossil fuel sector to offer the power so as to meet the energy requirements without considering that would be a feasible choice. It just took some time to go ahead and accept the inevitable truth, which states that hydrogen happens to be the most practical as well as promising source of energy for the future.

It is well to be noted that there are many countries across the world that have made significant strides as well as investments in the hydrogen sector. The EU is indeed welcoming the news of the revised budget in Germany, as in a recent speech to the Hydrogen Council, von der Leyen, the EU president, outlined the support of the EU for the hydrogen sector.

Unfortunately, the present atmosphere in the U.S. does not happen to be conducive to the production of hydrogen. The Trump administration has already brought into law many executive orders that aim at rolling back the progress that has already taken place in America within the renewable energy sector. In spite of the overwhelming evidence that suggests that the U.S. has barely seen the movement of hydrogen that they have at their disposal. In spite of the situation in the US, Germany has gone on to take a massive step when it comes to securing hydrogen as being a potential source of energy in the years that lie ahead.

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AquaVentus, which is a German-led offshore wind-to-hydrogen initiative, and Hydrogen Scotland, the industry association, have gone on to sign a memorandum of understanding (MoU) that intends to make the hydrogen production & transport across the North Sea region more robust.

By way of joining forces, the two associations look forward to advancing the development as well as the rollout of technologies throughout the entire value chain, right from production, by way of transport as well as storage, to the usage of hydrogen when it comes to the decarbonization of the energy system.

Besides, both the organizations come with an intent to intensify their respective research activities and also advocate jointly for an accelerated ramp-up when it comes to the European hydrogen economy.

The CEO of Hydrogen Scotland, Nigel Holmes, said that Scotland happens to be very uniquely positioned so as to become one of the leading exporters when we talk of green hydrogen, all thanks to the massive offshore along with the onshore wind potential. Through working pretty closely with AquaVentus, they are on the path to build a bridge across the North Sea, not only between the two countries but also for a completely authentic European hydrogen market. This collaboration is indeed going to prove to be a milestone so as to decarbonize the energy systems on both sides.

The Chairman of AquaVentus, Jörg Singer, said that Germany, being the largest industrial hub of Europe, goes on to depend on supplies of green hydrogen that are dependable. Working with their partners in Scotland happens to open up a certain massive set of opportunities – they are combining offshore wind and electrolysis as well as a joint pipeline infrastructure. Hence, in this way, they happen to come up with a security of supply and economic prospects, along with genuine added value in terms of energy transition throughout Europe.

It is worth noting that offshore wind energy coming from the North Sea is anticipated to play a major role in offering climate-neutral energy to the surrounding nations. So as to ensure that this energy gets used in an efficient form, combined infrastructures like electricity grids as well as hydrogen pipelines are indeed pretty essential. In this regard, AquaVentus as well as Hydrogen Scotland are stressing linking wind power, the European hydrogen backbone, and offshore electrolysis.

It is quite important to mention the fact that the initiative from AquaVentus looks forward to producing one million tonnes of green hydrogen every year from wind energy in the North Sea and thereafter transporting it to land through a pipeline. As reported, over 100 companies and organizations, as well as research institutes along the complete value chain, have gone ahead and joined forces in order to create the framework conditions for the installation of 10 gigawatts (GW) of green hydrogen production capacity coming from offshore wind energy in the North Sea throughout Europe and to also come up with the mandated transport infrastructure.

In the case of Hydrogen Scotland, the association happens to have over 200 members, which includes the likes of industry, the city as well as the local authorities, academia, and also development agencies. The organization goes on to support the development when it comes to low-carbon as well as energy-efficient technologies.

German-British hydrogen collaboration

In addition to the signing of the MoU, AquaVentus went ahead and published a position paper that happens to address how the requirements when we talk of German-British cooperation can be met.

It is also understood that the paper underscores the potential when it comes to hydrogen production & transport in Scotland, the requirements of imports as far as Germany is concerned, and also the references to transport infrastructure, which are already under planning. There are three prerequisites that can be termed as essential: producers and consumers networking across national borders, the harmonization when it comes to regulatory frameworks, and also the development from a national core network to being the European hydrogen backbone.

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National Grid Ventures is going to install the first commercially rolled out 100% hydrogen fuel linear generator in the world at the Northport power plant and will be supported by the New York State Energy Research and Development Authority (NYSERDA) as well as the Long Island Power Authority (LIPA).

According to NGV, the 100% hydrogen fuel linear generator happens to produce power by way of a low-temperature, flameless chemical reaction and also can be used during periods of peak demand. When it comes to the 12-month testing period, it is going to run on 100% green hydrogen while at the same time will be going through some stringent tests. The 100% hydrogen fuel linear generator is anticipated to be operational by September 2026.

It is well to be noted that the generator can change fuels as a function of market conditions in order to minimize the expenditures. According to Will Hazelip, who is the president of National Grid Ventures, US, keeping the grid dependable as well as resilient needs a wide range of energy sources, and the one at National Grid, Northport plant, is going to add yet another agile tool in order to safeguard against loss of generation capacity at times that are very critical.

Kathy Hochul, the New York State governor, has announced over $11 million in funding for five hydrogen research and development projects.

The fact is that the awarded projects are going to demonstrate new technology designs and reduction in costs that are associated with clean hydrogen storage as well as distribution, assess large-scale clean hydrogen storage options, and also roll out zero-emission hydrogen-powered transportation.

Stony Brook University was awarded the largest chunk, with more than $4.9 million for a low-pressure and ambient-temperature hydrogen storage system at the Northville Health Hospital in order to enhance the resilience and dependability of the healthcare system’s functionality.

Air Products has said that it has already completed the first fill of the largest hydrogen sphere in the world at the National Aeronautics and Space Administration’s (NASA’s) Kennedy Space Center in Florida.

According to the company, the air products delivered more than 50 trailer loads when it comes to liquid hydrogen, which is more than 730,000 gallons in all, to the new sphere of NASA. The NASA hydrogen sphere happens to be the world’s largest liquid hydrogen tank, which measures 90 feet tall and 83 feet when it comes to the diameter. The hydrogen is going to be used to fuel the Artemis missions of NASA, as confirmed by the US-based industrial gases company. Apparently, NASA makes use of liquid hydrogen blended with liquid oxygen as fuel when it comes to cryogenic engines.

Interestingly, Norwegian Hydrogen as well as GreenIron H2 have inked a strategic agreement in order to co-locate as well as build green hydrogen production plants and also directly decrease furnaces at certain additional locations post signing in October a deal when it comes to furnaces in Sandviken, Sweden.

According to Jens Berge, who is the Norwegian hydrogen CEO, together along with GreenIron, they are creating a scalable model when it comes to hydrogen-based industrial transformation and building an experience from their present plants as well as partnerships.

Interestingly, the Ministry of Finance of Chile has already submitted the green hydrogen industry promotion bill – H2V to the Chamber of Deputies, which is an initiative signed jointly with two other ministries. The initiative goes on to propose that companies that produce in certain parts of the country are going to receive tax advantages.

In the most common terms, the project happens to create a temporary tax benefit, which consists of a credit against the first category tax – IDPC, which is going to be available to companies that purchase green hydrogen – H2V or any of the derivatives like methanol or ammonia from local producers—for an expenditure of almost $2.8 billion.

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Westport has stood strong on its commitment to hydrogen market of China with a late 2025 launch of a hydrogen innovation center and manufacturing hub. The company has trimmed its focus and booked $62.5 million in light-duty sale proceeds. However, the Q2 revenues have fallen 11% to $12.5 million with a net loss of $5.1 million.

Apparently, the move to support the hydrogen market of China with innovation center and manufacturing hub can be seen as anchoring Westport’s position in the fastest-growing hydrogen market in the world.

Apparently, Westport Fuel Systems is sharpening its focus on China by way of announcing the establishment of a hydrogen innovation and manufacturing hub before 2025 ends. The move capitalizes on what the company calls a government-backed rollout in China – a stark contrast to the pause within the adoption of hydrogen, as seen across North America as well as Europe.

Interestingly, the Vancouver-based company is going to use this facility as both a dedicated production site for hydrogen transport solutions as well as a research and development hub, thereby making utmost use of the deep government support from China and also growing demand for fuel cell and hydrogen-powered vehicles. The center is going to work closely with local partners in order to serve OEMs with high-pressure hydrogen elements, which, by the way, already make up for the company’s bulk sales in the country.

According to the company, China is emerging as a worldwide leader when it comes to hydrogen adoption, and this facility is going to enable Westport to better serve the local customers as well as partners by driving clean energy advancements across one of the largest economies of the world.

The Financial Performance

As per the quarter ended June 30, 2025, Westport has gone on to report revenue of $12.5 million, which is down 11% from the $14.1 billion in quarter 2 of 2024. The net loss from the continuing operations is $5.1 million as against net income of $4.1 million in 2024. The adjusted EBIDTA is $1 million, thereby improving from $2 million in Q2 of 2024. As for the cash, the company has $6.1 million in hand at quarter’s end, with $5.6 million already used in operations.

Notably, the revenue dip was driven by softer sales in high-pressure controls and systems in which hydrogen industry headwinds cut the Chinese demand and also in heavy-duty OEM supply to Cespira, which is the LNG and hydrogen HDPI joint venture of Westport with Volvo.

In addition to this, the gross margin from high-pressure controls and systems dipped to 3% from 31% in 2024, while the segment revenue dropped 19% to $2.9 million. Westport is shifting manufacturing from Italy to Canada and also China in Q3 in order to cut costs and also enhance efficiency in the supply chain.

The strategic repositioning as well as the cash boost

On July 29, 2025, Westport closed the sale of its light-duty segment by way of generating $62.5 million in net proceeds, which includes $41 million in upfront cash, $12.8 million held in escrow for staged release all through 2027, and $8.5 million due in September. The deal also eradicated $24.3 million in debt.

Dan Sceli, the CEO, said that the divestiture sharpens the focus on heavy-duty transport, high-pressure hydrogen, and natural gas systems, as well as the global expansion of Cespira.

While the company has already acknowledged the ongoing cash demands for Cespira, it has gone on to frame the hydrogen innovation center as being the cornerstone of the growth strategy of China and a direct play on the government-backed hydrogen build-out in that market.

The post Westport Commits to the Hydrogen Market of China first appeared on Hydrogen Informs.

Hydrogen fuel cells are fast emerging as a cornerstone when it comes to clean energy transition by offering a zero-emission alternative when it comes to power generation, industrial applications, and even transportation. However, despite their promise, fuel cells are intricate systems that require exact monitoring and control in order to operate at peak efficiency. Fluctuation within hydrogen purity, along with temperature, humidity, and low demand, can significantly affect both performance and lifespan.

This is where artificial intelligence and the Internet of Things, which are two transformative technologies, enter, which, when combined, can turn hydrogen fuel cells into adaptive energy systems, which are intelligent. When combined with the real-time connectivity and monitoring capabilities of IoT, the capacity of artificial intelligence to process large datasets and make predictions is indeed opening up new possibilities when it comes to fuel cell operations in terms of efficiency, cost-effectiveness, and also safety.

Apparently, the integration of these technologies is not a futuristic concept, and it is already being piloted and rolled out throughout sectors, such as stationary power systems, transportation fleets, and even renewable energy grids.

The part AI plays in fuel cell optimization

Artificial intelligence goes on to act as the brain of a smart fuel cell management system. By evaluating operational data like cell voltage, current, environmental conditions, and gas flow rates, AI algorithms can detect patterns, recommend or even automatically execute alterations, and also identify anomalies.

The key AI-driven capabilities happen to include

Predictive maintenance – By evaluating historical as well as live data, AI can forecast when a component is most likely to fail, thereby helping timely repairs before the costly breakdown takes place.

Performance tuning – Artificial intelligence alters parameters, such as stack temperature, fuel-to-air ratio, and even load distribution in order to maintain peak efficiency under conditions that are rapidly changing.

Degradation tracking – Artificial intelligence models can predict the rate at which fuel cell components degrade, thereby helping the operators to plan replacements and also optimize their usage.

For example, when it comes to heavy-duty hydrogen-powered trucks, artificial intelligence can dynamically adjust operational settings depending on the load capacity, terrain, and even weather conditions, thereby maximizing both energy efficiency along with range.

IOT connectivity when it comes to real-time tracking

The fact is that while AI evaluates, IoT connects. IOT systems make use of a network of sensors that are embedded within the fuel cell so as to consistently collect performance as well as environmental data. This data is then transmitted to cloud platforms or local control units for evaluation as well as action.

The benefits of IOT-enabled fuel cell tracking happen to include

Visibility is instant – Operators can access live data from anywhere, thereby ensuring they always have a complete view when it comes to system performance.

Early warnings – Real time alerts notify the technicians of any irregularities like temperature spikes, abnormal voltage dips, or hydrogen leaks before they even escalate into unwelcome failures.

Data-driven compliance – IT systems happen to provide precise logs for regulatory reporting as well as certification processes.

It is well to be noted that IOT also helps with remote diagnostics, thereby decreasing the requirements when it comes to on-site maintenance visits. This is specifically valuable in terms of remote hydrogen installations like offshore renewable energy hubs or even isolated industrial facilities.

Synergizing AI along with IoT for smarter management

The fact is that the magic takes place when AI as well as IoT work together. IOT makes sure of a constant stream of accurate data, whereas AI interprets that data in order to make intelligent decisions based on operations. This kind of synergy helps with closed-loop management, which is a system that not only detects problems but also, at the same time, responds to them in an autonomous way.

Major advantages of AI as well as IOT-integrated hydrogen fuel cell systems go on to include –

Dynamic load balancing – Altering the power output and that too in real time so as to match with fluctuating energy demand.

Hydrogen consumption forecast – Predicting the fuel requirements with high precision so as to optimize refilling schedules and at the same time reduce the waste.

Self-learning optimization – AI models enhance over time as they process more and more data, thereby elevating performance predictions and also fault detection precision.

In practice, a grid-connected hydrogen fuel cell plant can make use of AI so as to predict peak demand periods and IoT so as to monitor fuel stock, hence making sure of an uninterrupted supply and at the same time minimizing the functional expenditures.

Application throughout Industries

The AI as well as the IoT combination is not just limited to one segment, but it is already being tested as well as rolled out throughout various hydrogen fuel cell applications –

– Transportation fleet: Hydrogen-powered buses along with trucks benefit from predictive maintenance as well as optimized energy use and real-time operational tracking.

– Stationary power systems: Industrial sites, along with data centers, make use of AI-IOT fuel cell systems to get an uninterrupted and clean backup power.

– Marine application: Ships that run on hydrogen fuel cells go on to leverage artificial intelligence for load optimization as well as IoT so as to track safety-critical parameters.

In all the above cases, integration of AI and IoT decreases the functional costs, reduces downtime, and also puts in place the confidence within hydrogen as being a dependable energy carrier.

What are the challenges as well as considerations?

While the advantages are crystal clear, there are certain challenges as well when it comes to large-scale adoption.

Risk pertaining to cybersecurity – Connecting fuel systems to the internet goes on to introduce susceptibility, which must be managed with robust encryptions as well as security protocols.

Upfront expenditures – AI – IOT integration needs investments within hardware and software, as well as skilled labor.

Interoperability – Fuel cell systems coming from different manufacturers may make use of varied protocols, thereby complicating the data integration.

It is worth noting that industry collaboration as well as standardized frameworks are going to be critical in order to overcome these hurdles.

What lies ahead?

The next decade is most likely going to see completely autonomous hydrogen fuel cell systems, which are capable of self-regulating without any sort of human intervention. Advances within edge AI, AI processing done directly on the IoT devices, are going to help with faster decision-making without dependence on any kind of constant cloud connectivity.

Besides this, as hydrogen infrastructure expands, AI as well as IoT are going to play a very critical role in linking the production, storage, and even end-use systems into a seamless as well as data-driven supply chain. This will not just enhance the fuel cell performance, but at the same time, it will also make the hydrogen economy more resilient and viable in an economic way.

The mix of AI and IoT is more than just a technological upgrade – it is a strategic requirement in order to achieve complete potential when it comes to hydrogen fuel cells. Those who embrace this integration timely are going to gain a competitive advantage in an energy-driven world, which is increasingly looking to be clean.

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Toyota is doubling down on the hydrogen future of China by way of announcing a new joint venture with its Chinese conglomerate Shudao Investment Group in order to build a major hydrogen fuel cell base based out of Chengdu in Sichuan province.

With an overall investment of 1 billion yuan, which is approximately ¥20 billion or $139 million, the Shudao Toyota hydrogen fuel cell smart manufacturing base looks forward to becoming the region’s premier hydrogen hub when it comes to commercial vehicle applications.

Akita Takashi, who is the senior executive vice president of Toyota Motor (China) Investment, while speaking at the 2025 Invest Chengdu Global Investment Attraction Conference, stressed the importance of his company’s long-standing relationship with the Sichuan province, noting that its first China plant was set up over there in 1998. He added that the company hopes to cherish the relationship of dependence and trust they have built with time and also develop their business together.

The new project, which is already inked and scheduled to be functional by the end of 2025, is going to produce hydrogen fuel cell systems, fuel cell stacks, and essential components in order to support a broad range of commercial vehicles, which includes the likes of dump trucks, large trucks, buses, and municipal sanitation vehicles. It will also integrate research and development, sales, production, and service operations, all under one roof, by aligning with the largest strategic objective of Toyota to actively contribute towards the double carbon objectives of reducing carbon dioxide emissions of China and also achieving net zero emissions.

It is well to be noted that the key factor for choosing Chengdu for hydrogen fuel cell base is its ability to deliver affordable hydrogen gas, the rich supply of green electricity, and also the emerging Chengdu-Chongqing hydrogen corridor, which is anticipated to drive demand when it comes to hydrogen-powered transport. Local government support, along with incentives like highway toll reduction for fuel cell vehicles, has also gone on to help in sealing the deal.

Toyota, which went on to pioneer the mass market hydrogen mobility with its 2014 launch of Mirai, has been steadily ramping up its presence in the hydrogen economy of China. The new joint venture adds to the broad portfolio, which includes erstwhile collaborations like United Fuel Cell System R&D–Beijing as well as Huafeng Fuel Cell Co. Limited, launched between 2020 and 2021. Because of its latest commitment, Toyota goes on to cement its endeavors to be a central player when it comes to the hydrogen supply chain evolution of China.

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Hitachi Energy’s hydrogen powered generator fuelled a battery-powered electric excavator at Air Products’ Rotterdam location, showing that there is a greener option than diesel.

Hitachi Energy successfully unveiled HyFlex™, a hydrogen powered generator based on zero-emission fuel cell technology, during a live event in Rotterdam. This was the first time it had been shown in the Netherlands. The event was a big step towards greener building techniques and showed how strong cross-industry cooperation can be in speeding up decarbonisation. Hitachi Energy brought together important players in the clean energy ecosystem to make the demonstration possible. They worked with Air Products, the world’s largest hydrogen supplier; Hitachi Construction Machinery, which makes the ZE135, a battery-powered electric excavator; and Dura Vermeer, a leader in sustainable and innovative construction solutions.

The move to cleaner energy is becoming more and more focused on green hydrogen. It has a lot of promise to help decarbonise industry since it can be used as a clean energy carrier and can electrify hard-to-abate sectors indirectly. Building activities are responsible for more than a third of the world’s energy-related CO2 emissions1, yet the footprint of these operations is growing.

Policy momentum is also very important. For example, the EU’s revised Energy Performance of Buildings Directive2, Oslo’s climate and environmental requirements for construction sites3, and the Netherlands’ roadmap for zero-emission construction equipment4 all show that there is both need and demand to speed up the use of cleaner alternatives to traditional fossil fuel generators.

Hitachi Energy’s hydrogen-to-power solution produces electricity, useable heat, and water without burning anything, so it doesn’t release any hazardous emissions and runs very silently. A 500 kilovolt-amperes (kVA) HyFlex may use up to 800 tonnes less diesel fuel per year than a regular diesel power generator, which means it releases 2,900 tonnes less CO2. It takes around 70 kilogrammes of green hydrogen to make one megawatt-hour (MWh) of electricity.

“As the world’s largest hydrogen supplier, Air Products is proud to support this innovative step toward zero-emission construction. This demonstration proves that hydrogen-powered solutions are not just viable, they’re ready to perform in real-world conditions.

“Collaborations like this bring the energy transition to life, showing how hydrogen can decarbonize even the most challenging sectors.” Caroline Stancell Vice President Marketing and Growth Programmes Europe and Africa, Air Products.

 “At Hitachi Energy, we are committed to providing innovative solutions and technologies that inspire the next era of sustainable energy. We recognize that the entire energy ecosystem needs to move in the same direction. We are proud to have showcased HyFlex in the Netherlands, thanks to a unique collaboration with key industry players.” Marco Berardi Head of Grid & Power Quality Solutions and Service, Hitachi Energy.

The demonstration showed once again that significant cooperation across different sectors is necessary to build locations with no emissions. Hitachi Construction Machinery’s battery-powered electric excavator is a great example of a game-changing technology that is helping to make constructing more environmentally friendly.

Hitachi Energy provides a full range of solutions for every part of the green hydrogen value chain. The firm also offers power-to-hydrogen (grid-to-stack) solutions for electrolyser systems that improve the whole power supply system, from the high-voltage grid connection to the stack terminals.

Some of the most important uses are on construction sites, in areas that are sensitive to noise and pollution, in mining operations to power the growing number of electric machines like dump trucks and excavators, in critical facilities that need an off-grid supply of power and/or heat, like hospitals, data centres, and hotels, and at ports, where shore-to-ship power is available, as recently shown in Sweden, as a clean and quiet alternative to running vessel engines at berth.

Hitachi Energy is a great partner for the hydrogen ecosystem as it becomes ready for gigawatt-scale projects. They can offer the best power supply systems that are the most efficient, reliable, and high-quality.

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Bloom Energy Corporation is on a roll and letting everyone know that it’s just getting started. The business is sticking to its guns with a revenue goal of between $1.65 and $1.85 billion in 2025, and so far, the figures support that. Bloom’s clean power solution is clearly gaining a lot of traction, with $326 million in Q1 and $401.2 million in Q2.

Fuel Cells and Data Centres: Powering the Digital World

What was one of the major changes this year? Bloom is getting into AI-driven energy optimisation because of a bold new cooperation with Oracle. It’s a logical move since data centres need a lot of dependable electricity and are having difficulties keeping up with the high demand, particularly in places like California where energy is scarce. As cloud computing and AI workloads grow, these facilities require electricity that is quick, reliable, and close by. That’s where Bloom’s solid oxide fuel cells (SOFCs) come in.

The modular Energy Server from the firm not only cuts down on emissions, but it can also work without being connected to the grid. That’s a major concern when uptime is not up for discussion. And now that AI is in the mix, Bloom’s performance is much better, and its efficiency is even higher in tech areas where demand is strong.

Inside the Tech

• SOFC Technology: These systems use high-temperature ceramic technology to transform fuels like natural gas, biogas, or hydrogen straight into clean power. They are noted for being very efficient, having very minimal emissions, and not needing the grid.
• Electrolysers: These devices utilise renewable energy to split water and make green hydrogen. They are based on the same solid oxide technology. That puts Bloom smack in the middle of the effort to make more hydrogen.
• AI Integration: Real-time intelligence that makes the best use of energy and distributes it in the best way. This is particularly helpful when uptime is important, and costs need to be kept low.

What’s Making a Difference

• Revenue climbed 19.5% year-over-year in Q2, and margins are trending up.
• The Oracle deal is a major gateway into the enterprise IT space.
• Bloom is shifting focus to high-margin opportunities and pulling back from older, capital-heavy setups.
• The company’s electrolyzer initiative is expanding its reach into the fast-growing green hydrogen market.

Why this is Important

Bloom’s development is wonderful for its own business, but it’s also sending a strong statement to the clean tech sector. Investors are taking attention because traditional power players that use fossil fuels are feeling the heat. Bloom is making fuel cell technology appear a lot more bankable than it did before since it has a track record of success and genuine revenue growth.

That said, things aren’t always going well. Analysts mostly think the stock will go up in 2025, but there are still some worries about the company’s financial soundness. For example, insider stock sales and a not-so-great Altman Z-score are being attentively monitored. But Bloom seems to be gaining genuine staying power with larger transactions, better cash flow, and a strong project pipeline.

The Big Picture

Bloom is doing more than just looking at quarterly performance. It’s illustrating what might happen when next-gen fuel cell technology businesses take on the two major challenges of decarbonisation and digital infrastructure. Bloom isn’t just keeping up with the energy revolution; they’re leading the way by helping to design what comes next. They have AI, fuel-flexible systems, and a footing in green hydrogen.

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As one of the most carbon-emitting industries globally, the iron and steel sector is a central focus in the worldwide push for decarbonisation. Responsible for approximately 7–9% of total global greenhouse gas emissions, the sector urgently needs to overhaul its production methods to align with net-zero goals and the 1.5°C temperature cap outlined in the Paris Agreement.

Although cleaner alternatives like Electric Arc Furnaces (EAFs) are gaining traction—now making up 43% of new planned steel capacity, up from 33% in 2022—traditional methods still prevail. The blast furnace-basic oxygen furnace (BF-BOF) process remains dominant, accounting for 72% of global steel output and emitting roughly 2.3 tonnes of CO₂ per tonne of steel. In contrast, EAFs using recycled scrap emit just 0.7 tonnes, while DRI-EAF (Direct Reduced Iron-Electric Arc Furnace) systems emit around 1.4 tonnes.

With global steel demand expected to rise by 32% by 2050, largely due to infrastructure and industrial growth, reducing emissions without hindering production is a complex but critical goal. This is where hydrogen in steelmaking offers a transformative solution.

The Role of Hydrogen in Steelmaking

Hydrogen-based steel production, especially via the DRI-EAF route, presents a promising pathway to decarbonisation. Unlike traditional methods that use carbon-based reductants like coke, hydrogen can act as a clean alternative, producing water vapour instead of CO₂.

When hydrogen is produced through electrolysis powered by renewable energy—referred to as green hydrogen—it becomes a zero-emission fuel source capable of overhauling the steelmaking process. Recognising its potential, organisations such as the International Energy Agency (IEA) and the World Economic Forum have highlighted hydrogen in steelmaking as a key strategy for industrial decarbonisation.

The IEA projects that hydrogen could account for 21% of the steel sector’s required emissions reductions by 2050. Achieving this would demand that hydrogen meet up to 29% of the sector’s energy needs, translating to around 48 million tonnes of clean hydrogen annually—a vast leap from today’s minimal usage.

Infrastructure is the Missing Link

Despite its promise, large-scale adoption of hydrogen in steelmaking depends not only on production costs and green electricity supply but also on suitable infrastructure.

India’s existing 33,000-km natural gas pipeline network offers only limited support, allowing hydrogen blending of just 3% by volume due to materials that can’t handle pure hydrogen. Hydrogen’s unique properties—including its ability to cause metal embrittlement—necessitate purpose-built pipelines made of specialised materials and coatings.

To address this, companies are now developing hydrogen-compatible pipeline steels and components. Some innovations have already received certification from leading global bodies like RINA Consulting – Centro Sviluppo Materiali S.p.A., signalling progress toward readiness for hydrogen transport.

India’s Decarbonisation Pathway

As the world’s second-largest steel producer, India is crucial to global decarbonisation efforts. The steel sector currently contributes nearly 12% of the country’s total CO₂ emissions. With production projected to double in the next ten years, decarbonising this growth is vital for both climate and competitiveness.

India’s climate roadmap places hydrogen in steelmaking at its core. The DRI-EAF method, powered by renewable hydrogen, can slash direct emissions by up to 90%. Though this transformation will take time, India is laying the foundation through pilot projects, gradual plant upgrades, and government-backed incentives promoting hydrogen-based production.

By 2030, the country aims to reduce emissions intensity by 30% compared to 2023 levels, potentially avoiding up to 50 million tonnes of CO₂ emissions per year. While hydrogen may not dominate by then, its role—alongside electrification, efficiency improvements, and recycling, will be central to cutting steel sector emissions.

Looking Forward

The shift to hydrogen in steelmaking is already underway. With pilot initiatives in Europe and growing momentum in India, the transition to sustainable steel production is becoming a reality. But realising its full potential will require more than just innovation, it demands strong collaboration, policy frameworks, and significant investment in hydrogen infrastructure.

Hydrogen may not solve every challenge in steelmaking, but it offers a transformative opportunity to redefine the sector’s carbon footprint. As green hydrogen adoption accelerates, dedicated pipelines, advanced materials, and certified systems will shape how quickly the steel industry can decarbonise.

For India and the global community, embracing hydrogen today is an investment in a resilient, low-carbon future—one forged in steel.

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