POLICY & MARKET DEVELOPMENTS
- Adani Energy Wins $324 million power project: Adani Energy Solutions (AESL) has secured a $324 million power transmission project in Gujarat, aimed at supporting Green Hydrogen and Green Ammonia production in Mundra. The project, expected to be completed in 36 months, includes upgrading the Navinal (Mundra) substation with two 765/400kV transformers and constructing a 75 km 765kV double-circuit line to connect Navinal to Bhuj. This will expand AESL’s network to 25,928 cKM and 87,186 MVA. AESL won the project through tariff-based competitive bidding. Link
- John Cockerill and IIT-Bombay collaboration: John Cockerill Group signed an MoU with IIT Bombay to advance innovation in steel decarbonization, green hydrogen, and defense products. The partnership aims to tackle challenges and unlock new challenges in steel decarbonization, national security, and clean energy by combining IIT’s academic expertise with John Cockerill’s engineering skills. It also envisions establishing Centres of Excellence for steel technology, defense products, and the green hydrogen value chain. Link
- India approves carbon offset mechanism for 8 sectors: The Indian government has approved a detailed procedure for a carbon offset mechanism covering eight sectors like renewable energy, green hydrogen production, industrial energy efficiency, landfill methane recovery, mangrove afforestation, and reforestation. This framework allows businesses and organizations, especially those outside the compliance mechanism, to earn carbon credits for verified emission reductions. In December 2023, the scheme was amended to introduce the offset mechanism, allowing non-obligated entities to participate through voluntary climate mitigation projects. Link
- Hero Future opens green hydrogen facility in Andhra Pradesh: Andhra Pradesh Chief Minister N Chandrababu Naidu virtually inaugurated Hero Future Energies’ $115 million green hydrogen plant at Rockman Industries in Tirupati. The plant blends green hydrogen with PNG and LPG for industrial heating, powered by a 1.1 MWp rooftop solar plant and is equipped with a 300 kW PEM electrolyser. It employs 2,000 people, producing 25 TPA of green hydrogen annually, with potential expansion to 54 TPA. The Chief Minister noted that its success could serve as a model for industries like glass, steel, petrochemicals, and chemicals to adopt hydrogen-based technologies without major infrastructure changes. Link
- IMEC to link India, EU for green hydrogen: Gérard Mestrallet, France's special envoy for the India-Middle East-Europe Economic Corridor (IMEC), stated that India is emerging as a global leader in renewable energy and will become a major hub for green hydrogen. He also mentioned that the IMEC will feature an energy corridor primarily designed to transport green hydrogen. Mestrallet emphasized that the IMEC focuses on accelerating decarbonization, connecting major green hydrogen production hubs like India and Saudi Arabia with consumption zones, mainly in the EU. IMEC is a 6,400 km multimodal corridor of rail, sea routes, digital cables, and pipelines. It has three legs: maritime from India to the UAE, land across the Arabian Peninsula, and maritime from Haifa, Israel, to Europe via Marseille. Link
- RIL's Dahej complex to focus on hydrogen electrolysers: Reliance Industries Limited (RIL) has acquired a controlling stake in Nauyaan Shipyard Pvt Ltd (NSPL) and a 100% stake in Nauyaan Tradings Pvt Ltd (NTPL) from Welspun Tradings. NTPL then acquired a 74% stake in NSPL from Welspun Corp for $44.3 million, thus RIL secured 138 acres of land near its Dahej complex in Gujarat for its green hydrogen projects. RIL plans to develop the acquired land into a hub for salt handling, brine preparation, structural fabrication, and hydrogen electrolyser manufacturing, shifting focus from maritime to green manufacturing. This aligns with its partnership with Norway’s Nel ASA to license and deploy Nel’s alkaline electrolyser technology. The Dahej site will play a key role in RIL’s multi-gigawatt electrolyser strategy, focusing on performance, cost reduction, and technology advancement. Link
- Accelera and GAIL team up for clean technology: Accelera™ by Cummins has partnered with GAIL (India) Limited to advance green hydrogen and clean technologies in India. The MOU combines Accelera’s hydrogen production technology with GAIL’s natural gas infrastructure to explore hydrogen generation, blending, transport, and storage, targeting industries like transportation, energy, and steel. The partnership also aims to share knowledge on hydrogen blending with natural gas, develop industry standards, and explore additional applications. Link
- INOXAP Launches Green Hydrogen Plant in Rajasthan: INOX Air Products has commissioned its first green hydrogen plant at Asahi India Glass’ (AIS) greenfield float glass facility in Soniyana, Chittorgarh, Rajasthan. The plant, powered by solar energy, can produce up to 190 tonnes of green hydrogen annually through electrolysis. This marks India’s first use of green hydrogen in float glass manufacturing, promoting sustainable production. INOXAP will handle the plant's design, engineering, installation, operations, and continuous hydrogen supply under a 20-year offtake agreement with AIS. Link
- RWE and TotalEnergies sign green hydrogen agreement: TotalEnergies and RWE have signed an agreement to purchase 30,000 metric tons of green hydrogen annually over 15 years, starting in 2030, for TotalEnergies' refinery in Leuna, Germany. The agreement is a signal for the German market because fuel suppliers are encouraged to gradually reduce their greenhouse gas emissions over time. The 30,000 metric tons agreed with RWE will be produced at RWE’s 300-megawatt electrolysis plant in Lingen, operational by 2027. To ensure a reliable hydrogen supply even during low renewable energy periods, RWE Generation will use booked capacities from the hydrogen storage facility in Gronau-Epe, set to open in 2027. The supply agreement between RWE and TotalEnergies will be supported by Germany's hydrogen core network, which will connect production sites like Lingen to industrial hydrogen hubs like Leuna. The 9,000-kilometre network, set to be operational between 2025 and 2032, will use both repurposed gas pipelines and build new pipeline sections. Link
- Egypt signs $7.58B deal to launch green hydrogen project: Egypt has signed a $7.58 billion deal with France's EDF and UAE-based Zero Waste to launch a green hydrogen project near the Gulf of Suez. The facility will produce over one million tons of green ammonia annually, mainly for shipping fuel for vessels using the Suez Canal. The project will feature wind and solar power installations spanning 420 sq km, as well as a 400-meter-long shipping dock for the Red Sea Ports and Authority. Additionally, a seawater desalination unit will be built to support the project's operations. Link
- Morocco approves $32.5B green hydrogen projects: A Moroccan government committee has approved six green hydrogen projects valued at $32.5 billion. The projects involve major international companies, including the Ornx investor alliance (Ortus, Acciona, and Nordex), which will focus on ammonia production, and another alliance of Emirati Taqa and Spanish Cepsa, aiming to produce ammonia and synthetic fuel. Moroccan company Nareva will produce ammonia, synthetic fuel, and green steel. Additionally, Saudi company ACWA Power intends to invest in the production of ammonia, same material as another investment by Chinese alliance (UEG and China Three Gorges), intends to produce. Morocco said it will offer each project up to 30,000 hectares of land. Link
- Siemens and BASF launch 54MW hydrogen plant: BASF, in partnership with Siemens Energy, has commissioned a 54MW water electrolyser at its Ludwigshafen site, making it Germany’s largest proton exchange membrane (PEM) electrolyser. The facility can produce up to one tonne of CO₂-free hydrogen per hour, with an annual capacity of 8,000 tonnes. This system, incorporating 72 electrolysis stacks, is integrated into BASF's existing production infrastructure. The project received support through the IPCEI Hydrogen initiative, with up to $134.6 million in funding. The Rhineland-Palatinate state government contributed about $40.4 million, and BASF invested around $27.1 million. Link
- CIP Secures $515M for Green Hydrogen Project: Copenhagen Infrastructure Partners (CIP) has secured $515.83 million from the Australian government for its Murchison Green Hydrogen project, located 20 km north of Kalbarri in Western Australia. The project is set to produce around 1.8 million metric tons of green ammonia annually, primarily for export to Asian markets. Link
- France uncovers white hydrogen reserves worth $92 billion: France has discovered the world’s largest reserve of natural hydrogen, with an estimated value of $92 billion. The 46 million tons of hydrogen were found beneath the soil in Folschviller, a region in the Moselle department. The discovered hydrogen could replace more than half of the world’s annual gray hydrogen production, with no environmental costs. White hydrogen could be a game-changer for the global hydrogen industry, addressing two major challenges: the high cost of green hydrogen and the environmental harm caused by gray hydrogen. Experts suggest that extracting these resources could create thousands of jobs, boost the local economy, and enhance France's energy security. Link