August data-centre demand led fuel-cell growth beyond transport. Bloom Energy reported $1.07bn in Q2 revenue; FuelCell Energy’s 4 GW pipeline was 89% data-centre linked. The key question: Can hydrogen fuel cells power AI’s growth? Source: Hydrogen Standard, Aug 2026

August shifts: Nucera dropped SOEC mass-production plans; Topsoe paused its SOEC business amid restructuring costs. Chinese suppliers won major orders as the market shifted to tougher competition. Source: Hydrogen Standard

Electrolyser orders hit 1,010 MW across four Western awards in August. Electric Hydrogen: 750 MW; Sungrow: 200 MW; Plug Power: 50 MW. The key: where orders are going and who's winning. Source: Hydrogen Standard

China is scaling up hydrogen infrastructure. Beijing approved 5 hydrogen city clusters with ¥8bn in funding. PipeChina proposed a national hydrogen backbone. The focus: Hydrogen at national scale. Source: Hydrogen Standard

Hydrogen setbacks in August 2026: 10 projects cancelled, shelved or paused, removing around 2,300 MW from the pipeline. The signal: Moving from ambitious plans to investment remains a major challenge. Source: Hydrogen Standard

What’s driving hydrogen projects forward? • Orica: 50 MW for an existing ammonia plant. • Blue Point: 1.4 Mtpa ammonia project under construction. • Hydnum Steel: First-phase capacity fully contracted. Secured demand turns plans into progress. Source: Hydrogen Standard

Hydrogen Market Update • No projects above 100 MW reached FID. • 10 projects cancelled, paused or shelved. • 2,300 MW removed from the pipeline. The key driver: Secured demand and offtake, not announced capacity. Source: Hydrogen Standard

How can advanced coatings improve hydrogen electrolysis? We spoke with Schlötter about its electrode, corrosion-protection and conductive coatings, designed to achieve around 20% lower hydrogen-evolution overpotential than pure nickel. bit.ly/4wjkWUZ

📏 How do you verify hydrogen purity? We spoke with Arjan van Ginkel from Endress+Hauser about hydrogen measurement, impurity detection, liquid hydrogen storage and digital instrument verification. 🎥 Watch the interview bit.ly/4yXVExV #GreenHydrogen #Instrumentation

⚙️ High pressure. Wide flow ranges. Demanding operating conditions. Armand Bergsma, of Pressure Control Solutions, explains why precision pressure control is critical for hydrogen electrolysers, and where conventional technologies can fall short. 🎥 ⚙️ bit.ly/4w6rhTz

⚙️ We spoke with Pinky Vijay from Burckhardt Compression about how hydrogen compression is supporting green hydrogen, eSAF, green ammonia and industrial decarbonisation. Reliable compression remains a key building block of the hydrogen economy: bit.ly/4wFG5ts

Hydrogen isn't just about building new plants. It's also about recovering value from existing assets. Headwaters explains how waste hydrogen streams, ageing PSA units and stranded infrastructure can become new commercial opportunities. 🎥 bit.ly/4pbGQYf #Hydrogen

Managing that heat isn't optional, it's critical for efficiency, equipment lifetime and plant performance. We spoke with Güntner about why thermal management is becoming a key part of the hydrogen value chain. 🎥 Watch the interview below bit.ly/4y9ENrK #Hydrogen

Why Chinese electrolyser makers win abroad, in one number: ~$280/kW. Western ALK: $1,400–1,800/kW. A 5–6× gap, unlikely to close before 2030. The West competes on bankability, not price. Full CAPEX benchmark → subscription. #Hydrogen #Electrolyser

ALK is winning the deployments. PEM is winning the headlines. Alkaline = most MW actually shipped (led by China). PEM = most Western policy noise, smaller volumes. Nameplate ≠ shipped MW. Procure accordingly. Full breakdown → subscription. #Hydrogen #Electrolyser

China's own report calls its electrolyser sector "extremely unhealthy." The response? Export hard. May: 1 GW Morocco plant, supply to Canada, 110 MW Paraguay win, factory land in Spain. The domestic glut is becoming the world's price floor. #Hydrogen #Electrolyser

3 months before CPH2 suspended its shares, our OEM Bankability Score had it in the Distressed band. That's the point of the model: flag distress before the market reprices it. This month 3 OEMs moved — one by 2 full points. Who? → subscription. #Hydrogen #Electrolyser

The electrolyser stat nobody's pricing in: ~53 GW/yr of factory capacity. ~8 GW actually shipped. A 6:1 gap, and it's driving every exit and consolidation in the sector. Full OEM utilisation + bankability data → subscription. #Hydrogen #Electrolyser

May hydrogen policy: carrots + sticks. Germany €1.3bn tender + €5bn Carbon-CfD. EU EHB €1bn/1.1GW. Australia Headstart R2 = 2.18 GW (halved budget). And the EU sued 3 member states over H2 rules. Support is real, but conditional. #Hydrogen #EnergyPolicy

Hydrogen's centre of gravity is shifting. May's megaprojects: NEOM 4 GW (Saudi) · Coega 850 MW SOEC (S. Africa) · Atome 110 MW (Paraguay) · Rockcheck world-first 5 MW AEM (China) Capacity grows in MENA/Africa/Asia as the West contracts. #Hydrogen