Insights
Not what happened. What it means.
The industry is well covered by news. What is scarce is analysis of what a development means commercially, where the opportunity sits, and what a company or a government should actually do about it.
Markets & Commercial
Why hydrogen projects stall
Most stalled hydrogen projects are not stalled on engineering. They are stalled because one commercial component was never assembled — and it is usually the same one.
9 min read · Updated 2026-09-28
Read → Commercial OpportunitiesFinding buyers for green ammonia
Green ammonia has more credible buyers than green hydrogen, and producers still struggle to contract. The problem is usually targeting, not the market.
8 min read · Updated 2026-09-28
Read →Strategy & Government
Technology & Economics
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