Hydrogen Vector

Weekly editions, the Hydrogen Vector line of Electro Mobility. Every edition as published, newest first. Each is a dated record; corrections appear in later editions and in the changelog.

All editions

1. 2026-W41 29 September – 5 October 2026

   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.

2. 2026-W40 22–28 September 2026

   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.

3. 2026-W39 15–21 September 2026

   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.

4. 2026-W38 8–14 September 2026

   TTF gas spiked to €83.39/MWh (+159.4% y/y) and German day-ahead power swung from €42.14 to €191.82/MWh; SABIC took FID on a blue-ammonia/CCS complex in Jubail, and a new aquifer-versus-electrolyser water dispute surfaced in Castilla y León.

5. 2026-W37 1–7 September 2026

   Gas kept climbing while German power crashed on wind: TTF €75.06/MWh (+127.0% y/y, fourth weekly gain) against German day-ahead €42.14/MWh on 4 September; the Asian Renewable Energy Hub cut from 26 GW to 15 GW is confirmed.

6. 2026-W36 25–31 August 2026

   A quiet week with no new global FID and no confirmed cancellation: TTF gas at €68.82/MWh (+114.7% y/y, third weekly gain); thyssenkrupp nucera cut FY25/26 EBIT guidance while nine-month green-hydrogen orders nearly doubled to €471m.

7. 2026-W35 18–24 August 2026

   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.

8. 2026-W34 11–17 August 2026

   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.

9. 2026-W33 5–10 August 2026

   No final investment decision announced anywhere; public money moved instead (Spain €274.2m, Netherlands €780m, South Africa ZAR 3bn). German analysts cut capacity secured by 2030 from 2.1–2.4 GW to 1.5 GW, and the water screening grew from 6 to 27 projects.

10. 2026-W32 20 July – 5 August 2026

    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.

Method and sourcing rules: Method.