PREMIUM CONTENT

European LNG terminals and their future role in the hydrogen value chain
European LNG terminals are increasingly seen as strategic assets that could support hydrogen and other low-carbon fuels alongside conventional gas. This report highlights how European LNG terminals could handle liquid hydrogen, ammonia and other hydrogen carriers, but finds that technical, regulatory and commercial uncertainties still slow large-scale deployment. Clearer rules on permitting, third-party access and cost recovery, alongside viable business […]
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Danish hydrogen infrastructure aims for major capacity sale in 2026
This slide deck explains how Danish hydrogen infrastructure is being developed and how the country is preparing for a major capacity sale in 2026. It details the timeline for Danish Hydrogen Backbone 1 (DHB1), the booking requirements that must be met before final investment decisions, and how capacity will be allocated via the PRISMA platform. The presentation also covers coordination […]
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Converting LNG infrastructure to hydrogen import terminals
The study (in German) finds that converting existing LNG sites into hydrogen import terminals is legally possible but procedurally uncertain. Current permitting rules were not designed for hydrogen transport vectors, creating delays and planning risk for investors. Faster, clearer implementation of EU gas and hydrogen rules is needed to unlock repurposing of existing assets. The report examines how existing LNG […]
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Steel decarbonisation in the steel sector: hydrogen, emissions and overcapacity
Steel decarbonisation could be accelerated by hydrogen-based steelmaking, but persistent global overcapacity is undermining profitability and slowing investment. Hydrogen-based DRI can sharply cut emissions, yet most planned DRI expansion to 2030 is still designed around natural gas. The report argues that steel decarbonisation will require stronger policy alignment, clearer rules, and careful management of capacity to avoid worsening imbalances. The […]
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MARKET INSIGHTS

Without greater efficiency, green hydrogen will continue to struggle
New analysis from Hydate argues that the future of green hydrogen depends heavily on improving electrolyser efficiency, warning that without

Hydrogen investment rises on promise of low-cost natural hydrogen
New reporting from Argus says hydrogen investment is accelerating as developers target natural hydrogen, which could be produced at significantly

European hydrogen shifts from ambition to delivery in 2026
According to Westwood’s Hydrogen Compass (January 2026), the European hydrogen market is shifting from rapid ambition to more disciplined delivery.
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Hydrogen Production
Hydrogen Demand

UK hydrogen strategy needs a demand-first reset, not more supply










