Global clean hydrogen investment tops $130 billion amid energy security push, council says
10 September 2026 • Americas / Global • Reuters
The Hydrogen Council said committed investment in clean-hydrogen projects had passed $130 billion across more than 570 projects worldwide. Roughly 90% of those projects were operating or under construction, representing about 6.9 million tonnes of annual clean-hydrogen capacity. The United States was identified as a leader in low-carbon hydrogen deployment, making the findings directly relevant to the American market. The report nevertheless stressed that high costs and insufficient firm demand continue to delay or cancel projects in hard-to-abate sectors.
FuelCell Energy Reports Third Fiscal Quarter 2026 Results; Executes First Data Center Power Agreement, Increases Annualized Production Rate & Focuses on Capacity Expansion
2 September 2026 • United States • FuelCell Energy
FuelCell Energy reported a $1.3 billion committed backlog and a further $2.4 billion of awarded option backlog for its fiscal third quarter. The Connecticut-based company also announced its first data-centre capacity reservation, covering an initial 75 MW in Texas and a potential 380 MW across later phases with Fit Energy. It plans to expand annual manufacturing capacity at Torrington to 500 MW by June 2028 as demand for distributed power grows. Revenue weakness and continuing losses remain important counterweights to the company’s large pipeline and expansion targets.
Hyvolution Chile 2026: Centro Mario Molina presenta solución de hidrógeno verde para camiones y transporte de larga distancia
2 September 2026 • Chile • Mundo Minería
Centro Mario Molina presented a plug-in hydrogen hybrid truck concept intended for mining and long-distance freight at Hyvolution Chile 2026. A 140 kWh battery provides about 250 kilometres of electric range, while a 90 kW fuel cell and 14 kilograms of hydrogen are designed to add another 400–450 kilometres. The system can reportedly be refuelled in under six minutes and had already completed a 5,000-kilometre European pilot. The Corfo-backed H2 Transdrive project now aims to validate the configuration under Chilean operating conditions.
Hydrogen in 2026: A Fossil Fuel Reality Check
2 September 2026 • United States • Clean Energy Group
Clean Energy Group updated its map and assessment of the United States hydrogen-project pipeline. The advocacy organisation concluded that more than 90% of projects already operating or under construction remained connected to fossil fuels, including hydrogen made from natural gas. Its analysis argues that public descriptions of a rapidly emerging clean-hydrogen economy can obscure the present production mix and associated emissions risks. Because the article reflects an advocacy perspective, its conclusions should be read alongside project-level emissions data and official programme reporting.
Reference: https://www.cleanegroup.org/hydrogen-in-2026/
NewHydrogen Files Third Patent to Protect Its Breakthrough Technology
1 September 2026 • United States • NewHydrogen
NewHydrogen filed a third provisional patent with the University of California, Santa Barbara, covering hydrogen production through an isothermal chemical-looping cycle. The company’s ThermoLoop concept seeks to use heat, water and solid-state materials instead of relying primarily on electricity-intensive electrolysis. NewHydrogen said machine learning and an automated engineering test unit would be used to optimise the material cycles. The filing protects an early-stage concept and does not by itself demonstrate commercial efficiency, durability or cost.
Hyvolution Chile 2026: hidrógeno verde como aliado para descarbonizar la minería
1 September 2026 • Chile • Mundo Minería
Hyvolution Chile highlighted green hydrogen as a potential route for reducing mining-sector emissions in the country’s north. The H2 Green Mining proposal near Calama envisages a first-stage 40 MW electrolyser producing roughly 2,500–3,000 tonnes of hydrogen per year, with a later expansion to 200 MW. The project received environmental approval in September 2025 but still needs customers and financing before construction can advance. The same report described Norquim’s plan for two 200,000-tonne-per-year green-methanol units using renewable hydrogen and biogenic carbon dioxide.
Primary Hydrogen Expands Cumberland Basin Position With Staking Of The Wallace Project, Nova Scotia
31 August 2026 • Canada • Primary Hydrogen
Primary Hydrogen staked four licences containing 68 claims over approximately 1,101 hectares around Wallace Bay in Nova Scotia. The Wallace Project is the company’s second position in the Cumberland Basin and lifts its holdings there to about 2,267 hectares. Initial work is expected to compile public data, map structures and conduct soil-gas surveys for natural hydrogen and helium. No drilling or documented hydrogen discovery has yet been reported on the property, and Nova Scotia’s regulatory framework for natural hydrogen is still developing.
Decreto garante isenção fiscal a projetos de hidrogênio verde só até o fim do ano
22 August 2026 • Brazil • Folha de S.Paulo
Brazil issued a federal decree regulating the Rehidro incentive regime and the PHBC low-carbon-hydrogen programme. It temporarily suspended PIS/Pasep and Cofins taxes for qualifying projects through 31 December, while establishing local-content thresholds for electrolysers and transport or distribution equipment. The framework also requires spending on research, development, innovation and a sustainable-transition programme. Industry participants welcomed regulatory movement but criticised the short tax window and remaining ambiguity around implementation and the R$18.3 billion credit programme planned for 2030–2034.
Next Hydrogen Solutions Inc. Reports Q2 2026 Financial Results and Announces Appoint of Jocelyne Moyer as President and CEO
18 August 2026 • Canada • Next Hydrogen Solutions
Canadian alkaline-electrolyser developer Next Hydrogen reported second-quarter revenue of C$878,738, up from C$247,652 a year earlier. Its net loss widened to C$2.93 million, while cash and cash equivalents stood at C$12.17 million at quarter-end. The company appointed Jocelyne Moyer as president and chief executive effective 1 September. The results show improving sales activity but also the funding and scale-up pressure facing a pre-profit hydrogen-equipment manufacturer.
San Bernardino International Airport and Total Hydrogen Development to Produce Clean, Low-Cost Hydrogen in the Inland Empire
18 August 2026 • United States • Fuel Cells Works
San Bernardino International Airport Authority and Total Hydrogen Development announced plans for on-site hydrogen production in California’s Inland Empire. The first phase is designed for 1.5–2 tonnes per day and could expand to 10 tonnes per day for transit, logistics, aviation and fleet customers. The partners are targeting operations in 2027, with THD acting as developer and financier and the airport providing the site and infrastructure access. Capacity, schedule and cost claims remain forward-looking until permits, financing, equipment procurement and customer contracts are completed.
Una disputa en Uruguay por el precio de la electricidad pone en el centro del debate el proyecto de HIF Global de hidrógeno verde y combustibles sintéticos
12 August 2026 • Uruguay • pv magazine Latin America
A dispute over electricity pricing placed HIF Global’s proposed green-hydrogen and synthetic-fuels plant in Paysandú at the centre of Uruguay’s energy debate. The project has been valued at about $5.385 billion, but negotiations reportedly focused on whether state utility UTE could offer electricity near $40–45/MWh when other large users pay more. Critics warned that preferential pricing could shift costs to the utility, while supporters argued that an uncompetitive tariff might push the investment toward Paraguay. HIF Global had not publicly confirmed a relocation decision, so the project’s final site and commercial structure remained unresolved.
Transit Agencies Continue to Grow U.S. Fuel Cell Bus Fleets
10 August 2026 • United States • Fuel Cell & Hydrogen Energy Association
The Fuel Cell & Hydrogen Energy Association reviewed expanding fuel-cell-bus fleets and related refuelling projects across the United States. California Energy Commission awards included more than $20 million for hydrogen infrastructure, among them support for SunLine’s liquid-hydrogen system in Indio and a larger SamTrans station. The SamTrans concept is designed for approximately 3.5 tonnes per day and four dispensers as the agency prepares to add 108 buses, while Montebello and New York also reported new vehicles. The article documents deployment momentum, although it comes from an industry association and does not independently assess lifetime cost or utilisation.
Reference: https://fchea.org/transit-agencies-continue-to-grow-u-s-fuel-cell-bus-fleets/
Clean Energy to build new hydrogen station for Orange County Transportation Authority’s expanding zero-emission bus fleet
30 July 2026 • United States • Clean Energy Fuels
Clean Energy Fuels received a $27.5 million contract to build a hydrogen station for Orange County Transportation Authority in Garden Grove, California. The contract covers design and construction, facility upgrades, operations and maintenance, and liquid-hydrogen supply. OCTA currently operates ten fuel-cell buses and plans to add forty more, making the station an enabling asset for fleet expansion. Completion is scheduled for 2028, so the project remains subject to construction execution and the availability and price of hydrogen supply.
Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
28 July 2026 • United States • Bloom Energy
Bloom Energy reported record quarterly revenue of $1.065 billion, its first quarter above the billion-dollar mark. The company attributed demand partly to rapid power requirements from artificial-intelligence and data-centre customers using its solid-oxide fuel-cell systems. It said major hyperscalers and a growing group of cloud and colocation operators had validated or approved its solutions. The figures demonstrate commercial momentum for distributed fuel cells, although customer-validation claims and future guidance originate from the company itself.
Air Liquide invests over 160M USD in the U.S. to supply advanced chips manufacturing in Arizona
16 July 2026 • United States • Air Liquide
Air Liquide announced an investment of more than $160 million in a new industrial-gas facility serving advanced semiconductor manufacturing in Arizona. The plant is expected to supply ultra-pure, lower-carbon hydrogen produced with carbon-capture technology, alongside other gases required by chip fabrication. Operations are planned for 2028, supporting processes such as wafer annealing and oxide removal. The project illustrates a near-term industrial hydrogen market, but its final emissions performance will depend on capture rates, upstream methane emissions and energy inputs.
Puerto Rico Upgrades Remote Microgrid With Clean Hydrogen
15 July 2026 • Puerto Rico • IEEE Spectrum
A remote solar-and-battery microgrid on Vieques, Puerto Rico, was selected for an upgrade adding on-site clean-hydrogen production, storage and fuel-cell backup. The mobile system supports a farm and critical local services where long grid outages can follow hurricanes. Hydrogen is intended to extend backup duration beyond what batteries alone can economically provide and reduce reliance on diesel generators. The demonstration will test whether a hybrid architecture can deliver reliable, maintainable resilience in an island environment.
Reference: https://spectrum.ieee.org/puerto-rico-hydrogen-microgrid
SunHydrogen Provides Technology Update on Austin Pilot Demonstration
15 July 2026 • United States • SunHydrogen
SunHydrogen installed upgraded 1.92-square-metre solar-hydrogen modules at the University of Texas at Austin Hydrogen ProtoHub. Changes included revised housings tilted at 30 degrees, updated catalysts and coatings, and additional instrumentation for side-by-side performance monitoring. The company is also working with CTF Solar on manufacturing methods intended to support future scale-up. The Austin work remains a pilot, and long-term production, durability and cost data will be needed to assess commercial viability.
Reference: https://www.sunhydrogen.com/news-posts/austin-panel-tech-update
Plug Power Announces Sale of Graham, Texas Project and Staged Closing of New York Gateway Project with Stream Data Centers, Expects $80 Million in Near-Term Liquidity as Part of $275 Million-Plus Initiative
13 July 2026 • United States • Plug Power
Plug Power agreed to sell land and a 164 MW grid interconnection in Graham, Texas, to Stream Data Centers for up to $76.5 million. The transaction was expected to release additional collateral and form part of a broader liquidity initiative exceeding $275 million. A staged closing for Plug’s New York Gateway property was planned for March 2027 at a fixed $142 million price. The announcement represents asset monetisation and possible future data-centre collaboration, rather than confirmation that the originally contemplated hydrogen project will proceed.
PowerCell and ECL Announce 300 MW+ Hydrogen Power Partnership for AI Data Centers, Supported by Bosch
13 July 2026 • United States • PowerCell
PowerCell and ECL announced a partnership aimed at supplying more than 300 MW of hydrogen-based power for artificial-intelligence data centres. A firm order covers PS190 fuel-cell equipment for an initial five-megawatt-class installation at ECL’s CSC-1 site in Santa Clara, California. A separate memorandum of understanding outlines a much larger potential pipeline using fuel cells, batteries, microgrid controls and other power sources, with Bosch supporting manufacturing. The initial order is concrete, but the 300 MW-plus ambition is non-binding and depends on later project and customer decisions.
Dingell Co-Leads Bill to Uncover America’s Critical Mineral, Geologic Hydrogen Wealth
10 July 2026 • United States • Office of Representative Debbie Dingell
A bipartisan group in the U.S. House introduced legislation to reauthorise the Earth Mapping Resources Initiative. The bill would add geologic hydrogen to the programme’s mandate alongside critical minerals and other subsurface resources. Supporters aim to accelerate national mapping and improve the evidence base for exploration, with a broader mineral-mapping target of 2031. The measure had been introduced but not enacted, so funding and implementation still depended on the legislative process.
Reference: https://debbiedingell.house.gov/news/documentsingle.aspx?DocumentID=7100
Siemens and FuelCell Energy Collaborate to Explore Scalable Fuel Cell Power Solutions
9 July 2026 • United States • FuelCell Energy
Siemens and FuelCell Energy signed a memorandum of understanding to explore large-scale distributed fuel-cell power systems. Siemens would contribute electrical balance-of-plant equipment and integration expertise for projects potentially exceeding 100 MW. The companies plan to combine fuel cells with batteries, microgrid controls and medium-voltage systems and to progress from pilots toward larger installations. Because the agreement is exploratory, it creates a development framework rather than a committed project backlog.
Topsoe lands technology contract for pioneering blue ammonia fertilizer project
9 July 2026 • United States • Topsoe
Topsoe was selected to supply its SynCOR Ammonia technology for J. Westling Company’s planned low-carbon ammonia and fertiliser project in Gothenburg, Nebraska. The plant is designed to produce about 500 short tons of ammonia per day and begin operation in 2029. Local production could reduce the transport cost of moving Gulf Coast ammonia to Midwestern agricultural markets. The project’s climate performance will depend on the carbon-capture system, methane supply chain and final operating configuration because the proposed product is blue rather than renewable ammonia.
Plug and Expander Energy Collaborate to Advance Sustainable Aviation Fuel Production in Canada
8 July 2026 • Canada • Plug Power
Plug Power and Expander Energy signed a memorandum of understanding to integrate PEM electrolysis into a proposed sustainable-aviation-fuel facility in Mackenzie, British Columbia. Expander’s biomass electrolysis-to-liquids process would convert forestry residues into aviation fuel and renewable diesel, using both hydrogen and oxygen from the electrolyser. The project is designed for up to 120 million litres of fuel per year and claims potential avoided emissions of as much as 360,000 tonnes of carbon dioxide annually. These volumes and benefits remain projections pending engineering, financing, permits and a final investment decision.
Yara acquires Gulf Coast Ammonia plant
2 July 2026 • United States • Yara
Yara North America agreed to acquire the Gulf Coast Ammonia plant in Texas City, Texas, expanding its presence in the U.S. ammonia market. The facility gives Yara access to modern production capacity and Gulf Coast logistics while supporting sales to agriculture and industrial customers. Ammonia is a major hydrogen derivative and an important potential carrier for lower-carbon hydrogen, although conventional production remains emissions-intensive. The transaction therefore strengthens hydrogen-linked infrastructure, but it should not be treated as a renewable-hydrogen project without additional decarbonisation measures.
Reference: https://www.yara.com/corporate-releases/yara-acquires-gulf-coast-ammonia-plant/
Bloom Energy and Brookfield Announce $5 Billion Strategic AI Infrastructure Partnership
30 June 2026 • United States • Bloom Energy
Bloom Energy and Brookfield announced a strategic partnership intended to deploy up to $5 billion of distributed power infrastructure for artificial-intelligence data centres. Bloom’s solid-oxide fuel-cell systems would provide rapidly deployable on-site electricity while Brookfield contributes capital and infrastructure-development capabilities. The arrangement addresses grid-connection delays and fast growth in data-centre power demand. The headline amount describes an investment framework rather than completed deployment, and the emissions profile will depend on the fuel used at each site.
EPE participa do HySummit Brasil 2026
18 June 2026 • Brazil • Empresa de Pesquisa Energética
Brazil’s Energy Research Office participated in HySummit Brasil 2026 in São Paulo on 16–17 June. EPE representatives discussed low-emissions hydrogen, carbon capture, sustainable aviation fuel, biogas and biomethane with an emphasis on commercially realistic projects. The event linked hydrogen policy with Brazil’s wider portfolio of bioenergy and industrial-decarbonisation options. EPE’s participation also signalled continued federal technical work on market design and project evaluation rather than the announcement of a single new plant.
Reference: https://www.epe.gov.br/pt/imprensa/noticias/epe-participa-do-hysummit-brasil-2026
Chile participates in World Hydrogen Summit 2026
16 June 2026 • Chile • InvestChile
A roughly 30-member Chilean public-private delegation participated in the World Hydrogen Summit in Rotterdam to promote the country’s green-hydrogen industry. InvestChile said its hydrogen-related investment portfolio represented more than $50 billion in potential foreign investment, while officials emphasised cost reduction, regulation and practical execution. The programme also advanced a Chile–Netherlands green-energy corridor focused on ports, storage, logistics and future European exports. The portfolio figure reflects prospective projects rather than committed capital, and export growth will depend on demand, infrastructure and bankable contracts.
Reference: https://www.investchile.gob.cl/chile-participates-in-world-hydrogen-summit-2026/