News

Nel Hydrogen secures $12 million PEM Electrolysers order

Nel Hydrogen US, a subsidiary of Nel ASA, has received a purchase order from a US-based global technology company for multiple containerised PEM electrolysers from its MC-series, along with related services. The order is valued at approximately $12 million. Furthermore, the electrolyser stacks will be manufactured at Nel’s facility in Wallingford, Connecticut, US. The units are expected to be delivered in 2027.

Interviews

The shift to clean energy is now irreversible: United Nations’ Simon Steill

The Action Agenda is a vital part of the work ahead. It's where business, investors, governments, cities and regions, and many more, come together to deliver real economy actions. In other words, it’s the fast lane to more implementation. Key to helping countries to put their national climate plans into practice. And there is value in strengthening it within the international process, to complement negotiations, which will remain front and centre. Getting almost 200 countries to agree on every word is incredibly hard but incredibly important. No single COP can fix this global crisis, but each takes meaningful steps forward.

Opinion & Perspective

Western US Electricity Markets and Affordable Power

The western U.S. grid is entering a historic period of transformation. Today, moving low-cost power across the region is often complicated by a maze of separate trading agreements among grid managers, known as balancing authorities (BA). New day-ahead markets are designed to change that by making it easier to share power across BAs, helping reduce electricity costs, strengthen grid reliability, and accelerate clean energy deployment across the West. However, the success of these benefits depends on the rules that govern how day-ahead markets operate and coordinate with one another. 

Mega Trends & Analysis

SEA’s Energy Transition, Investments and Infrastructure Imperative

Southeast Asia is entering a decisive phase in its economic and energy development. Rapid industrialisation, urbanisation, rising incomes and the expansion of manufacturing and services are driving strong growth in energy demand, while the region’s increasing integration into global supply chains is creating new requirements for reliable and affordable power. At the same time, recent geopolitical disruptions have exposed the vulnerabilities of an energy system that remains heavily dependent on imported fossil fuels. The region must expand its energy system at scale while simultaneously making it more secure and diversified, and also reducing the sector’s carbon emissions.

Policy Watch

EU Priorities for COP31

COP31 must be a COP of implementation. The EU should use its political and economic weight to help translate the outcomes of the first Global Stocktake into concrete action: a just transition away from fossil fuels, scaled-up and accessible climate finance, strengthened adaptation and loss and damage support, and an accountable implementation framework grounded in equity, CBDR-RC, science, justice and human rights. This requires coherence between the EU’s domestic policies, its international climate diplomacy and its approach to finance, trade and economic governance.

Tech Talk

Enhancing Europe’s Grid Stability: Forced oscillation guidance on draft NC RfG 2.0

The ENTSO-E and WindEurope, jointly released the Technical Group on Forced Oscillations Report, to provide technical guidance on the proposed forced oscillation requirements introduced in the draft NC RfG 2.0. Although the report is non-binding, it is intended to form the technical basis for a future implementation guidance document after the EC formally adopts the revised network code. The report primarily focuses on wind power plants, although future requirements will also apply to other inverter-based power park modules, including solar photovoltaic plants and battery energy storage systems. As Europe moves towards an increasingly inverter-based power system, the report provides a practical framework for managing forced oscillations while highlighting the need for continued research and collaboration.

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Webinars & Videos

Asia’s Energy Security & RE Ambitions: E3G Webinar

In this webinar titled "Toward the next phase of AZEC - Aligning energy security and clean energy ambitions", experts from E3G, Climate Integrate, the Foreign Policy Community of Indonesia (FPCI) and the Institute for Climate and Sustainable Cities (ICSC) explore the future of the Asia Zero Emission Community (AZEC) as it enters its next phase. Ahead of the fourth AZEC Ministerial meeting in the Philippines, the discussion considers how AZEC’s direction aligns with Southeast Asia’s evolving energy security priorities and clean energy ambitions.

Knowledge Centre

U.S. Power Sector Shift: Report

Clean power growth slows while fossil power rebounds: Clean power continues to account for the largest share of planned U.S. power sector development, the “pipeline” of future capacity, but growth has slowed from its 2024 peak. Meanwhile, fossil power announcements have increased since 2022, suggesting electric utilities and energy developers are recalibrating their priorities in response to evolving federal policy and projected rapid load growth, relying on methods to evaluate resource adequacy that favor traditional dispatchable resources.

Finance

Green Hydrogen Under OBBBA: What Still Clears an Investment Committee

Roughly 60 clean-hydrogen projects, more than 4.9 million tonnes a year of planned capacity, were cancelled in 2025. The technology did not stop working. The economics only ever closed on a single subsidy, the demand never showed up at the price, and OBBBA just lit a fuse under the subsidy. Here is the arithmetic a 2026 investment committee actually needs. These were not fringe ventures. Air Products walked away from a multi-billion-dollar project; BP and Statkraft retrenched; S&P Global counts around 60 clean-hydrogen projects shelved in 2025. Every post-mortem lands on the same three causes: no bankable offtake, cost inflation through construction, and policy uncertainty. Two of those three are economic, and they are quantifiable. So let us quantify them, on June-2026 cost inputs rather than 2021 ambition.

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