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Market Pulse briefing

News from the latest published weekly analyses. Browse earlier pages to explore the archive.

· Europe

Dutch industrial renewable hydrogen quota postponed to 2028

The Netherlands postponed the start of its industrial renewable hydrogen quota to 2028, according to a 29 September report. This delays the demand-side policy signal for producers.

Week ending: Oct 2, 2026

· Europe

Arcadia signs conditional 280 MW electrolyser agreement

Arcadia and Plug Power signed a conditional 280 MW electrolyser agreement for ENDOR. It is recorded without a score increase because delivery and FID remain pending.

Week ending: Oct 2, 2026

· Europe

EU opens hydrogen directive infringement cases against 26 states

The European Commission opened infringement procedures against 26 member states over incomplete transposition of the hydrogen and decarbonised gas directive. The implementation gap adds regulatory uncertainty, with countries given two months to respond.

Week ending: Sep 25, 2026

Articles

Hydrogen Trucks Move from Demonstration to Deployment: Europe Builds the Ecosystem, Poland Tests the Model

Hydrogen Trucks Move from Demonstration to Deployment: Europe Builds the Ecosystem, Poland Tests the Model

· Walerian Majewski

Hydrogen mobility in heavy-duty transport is entering a more practical phase. Two recent developments illustrate this shift particularly well: a new European industry initiative aimed at scaling hydrogen-powered trucking by 2030, and the public presentation in Warsaw of a Polish-built hydrogen tractor developed under the HySPARK project. At IAA Transportation in Hanover, some of Europe’s […]

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