H2 news & insights

Electricity price dominates LCOH by a 3–4× margin over electrolyser CAPEX — yet most early-stage teams spend more time on technology selection than PPA structure. A clear-eyed sensitivity breakdown with real numbers, regional comparisons, and practical implications for site selection and financing strategy.

Feed water quality is routinely underspecified at feasibility stage. We map what the vendor datasheets leave out - from chlorine sensitivity in PEM membranes to source water characterisation - and what it means for your CAPEX and O&M budget.

Planning consent has replaced equipment lead times as the gating factor on most European hydrogen developments above 10 MW. We cover EIA scope management, the NZIA’s real-world impact, and what developers doing this well are doing differently.

A practical framework for choosing electrolysis technology based on your actual project profile. Load shape, CAPEX trajectory, stack life assumptions, and balance-of-plant differences - without the vendor spin.

Only 6 of 15 awarded projects signed grant agreements. €721 million went undeployed. 84% of secured capacity evaporated. The collapse of the second EU Hydrogen Bank auction is not administrative noise - it exposes a structural gap between supply-side subsidies and demand-side commitment that every early-stage developer needs to understand.

Pure merchant exposure is still rare in Europe: flexibility services, captive supply and long-term offtake often coexist. Our commissioning team outlines dispatch principles to balance utilisation, revenue stacking and stack health. For a project-specific dispatch review, contact our experts.

Upgrading brownfield gas sites for hydrogen blends introduces new ignition and leak pathways. We share a phased approach that keeps commissioning momentum while satisfying ATEX and PED expectations. To pressure-test your compliance plan, contact our experts.

Interconnection queues and curtailment risk now define the critical path for project economics. We outline how to size capacity, storage, and offtake to keep LCOH bankable. For a grid-constrained sizing review, contact our experts.

Long-lead equipment now defines commissioning timelines. We map the most common delay points and how to protect your cash flow and LCOH assumptions. For a delivery risk review, contact our experts.

Lenders scrutinise more than the cost per kilogram headline. We outline seven sensitivities and checks that help secure credit committee approval. If you need a lender-ready review, contact our experts.

Degradation curves differ across operating regimes. We summarise learnings across PEM and alkaline fleets and how to apply them to spares planning. For stack-life assumptions tailored to your site, contact our experts.