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Market Pulse briefing

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

· South America

Atome reports notice to terminate Villeta power agreement

Atome reportedly gave notice to terminate Villeta’s existing power agreement at year-end. The project is not confirmed cancelled, and its previously recorded power dispute is not scored again.

Week ending: Oct 2, 2026

· Asia

AM Green wins €585m H2Global ammonia purchase agreement

AM Green won a 10-year H2Global renewable-ammonia purchase agreement worth at least €585m. Expected deliveries from 2029 strengthen future demand, but are not current production.

Week ending: Oct 2, 2026

· 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

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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