Field notes from the H₂ frontier

Insights for people who build hydrogen, not just talk about it.

Engineering deep-dives, LCOH breakdowns, standards explainers and case studies, written by the team automating pre-FEED, for the developers and EPCs doing the work.

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AWE vs. PEM for Utility-Scale Green Hydrogen: Which Technology Wins at 50, 200, and 500 MW?
Featured

AWE vs. PEM for Utility-Scale Green Hydrogen: Which Technology Wins at 50, 200, and 500 MW?

A rigorous engineering comparison of alkaline and PEM electrolysis at 50 MW, 200 MW, and 500 MW - covering CAPEX, stack lifetime, iridium supply risk, and the four numbers that actually drive the technology decision at pre-FEED.

17 Sept 2026 · 10 min read
02 — Latest articles

Fresh off the desk.

RFNBO Additionality Rules Explained: The 36-Month Rule, the 2028 Cliff and the 2038 Grandfather ClauseRFNBO

RFNBO Additionality Rules Explained: The 36-Month Rule, the 2028 Cliff and the 2038 Grandfather Clause

What RFNBO additionality requires today: the 36-month rule, the no-subsidy test, the 1 January 2028 cliff and 2038 grandfathering, and how to design for them.

3 Nov 2026 · 9 min read
Green Hydrogen Site Selection Criteria: Seven Checks to Run Before Pre-FEEDProject Dev

Green Hydrogen Site Selection Criteria: Seven Checks to Run Before Pre-FEED

Seven green hydrogen site selection criteria to check before pre-FEED, from resource and grid to water, land and offtake, with 2026 project examples.

2 Nov 2026 · 8 min read
Battery Storage for Green Hydrogen: When a BESS Earns Its Place Next to an ElectrolyzerRE Systems

Battery Storage for Green Hydrogen: When a BESS Earns Its Place Next to an Electrolyzer

Does an electrolyzer need a battery? What 2026 projects and studies show about BESS sizing, electrolyzer limits, degradation and regional battery costs.

26 Oct 2026 · 11 min read
IMO Net-Zero Framework: What the December Vote Means for Green Ammonia ProjectsMarkets & PTX

IMO Net-Zero Framework: What the December Vote Means for Green Ammonia Projects

Six weeks before the IMO vote: how $380/t remedial units, a 19 gCO2e/MJ threshold and a stalled offtake market shape the case for green ammonia projects.

25 Oct 2026 · 8 min read
How Much Water Does Green Hydrogen Really Need? From 9 L/kg to Site-Level DesignProject Dev

How Much Water Does Green Hydrogen Really Need? From 9 L/kg to Site-Level Design

Green hydrogen needs 9 L of water per kg by chemistry and 13-30 L in practice. See where the water goes, why cooling matters and how to screen a site.

22 Oct 2026 · 7 min read
Electrolyzer Degradation Rate: What 0.05% per 1,000 Hours Means for Your ProjectElectrolyzers

Electrolyzer Degradation Rate: What 0.05% per 1,000 Hours Means for Your Project

Electrolyzer degradation rates by technology, why stop-starts speed up stack ageing, and how degradation moves LCOH, with sourced data for project teams.

19 Oct 2026 · 8 min read
European Hydrogen Bank Auction Results: What €0.44/kg Bids Mean Before IF26LCOH

European Hydrogen Bank Auction Results: What €0.44/kg Bids Mean Before IF26

Most Hydrogen Bank winners bid under €1/kg, yet most second-round capacity never signed. What the auction results mean, and how to price your IF26 bid.

17 Oct 2026 · 9 min read
Chinese Electrolyzers: What the Price Gap Really Means for Your LCOHLCOH

Chinese Electrolyzers: What the Price Gap Really Means for Your LCOH

Chinese alkaline electrolyzers cost far less ex-factory, but the gap shrinks to about a third once installed. Here is what that means for LCOH and EU auctions.

15 Oct 2026 · 8 min read
The RFNBO Rules Are Being Rewritten: What the 2026 Revision Could Change, and How to Design for Both OutcomesRFNBO

The RFNBO Rules Are Being Rewritten: What the 2026 Revision Could Change, and How to Design for Both Outcomes

The EU is rewriting its green hydrogen rules. What the 2026 RFNBO review could change on additionality and hourly matching, and how to design for both.

12 Oct 2026 · 12 min read
Why Green Hydrogen Projects Get Cancelled: Lessons from Seven Exits, and a Bankability ChecklistProject Dev

Why Green Hydrogen Projects Get Cancelled: Lessons from Seven Exits, and a Bankability Checklist

Seven cancelled green hydrogen projects, five patterns behind them, and a bankability checklist to run before FID. Lessons for developers and EPCs.

12 Oct 2026 · 9 min read
Hydrogen Offtake Agreement Structure: The Contract That Decides Whether a Project Gets BuiltMarkets & PTX

Hydrogen Offtake Agreement Structure: The Contract That Decides Whether a Project Gets Built

How hydrogen offtake agreements are structured: tenor, take-or-pay, pricing and credit, explained with real NEOM, H2Global and EU Hydrogen Bank examples.

9 Oct 2026 · 12 min read
Green Hydrogen Export Corridors to Europe: Where Morocco Fits in 2026Markets & PTX

Green Hydrogen Export Corridors to Europe: Where Morocco Fits in 2026

Europe wants to import 10 million tonnes of renewable hydrogen by 2030. Two pipeline corridors are moving from slideware to engineering. Morocco has the resource, the policy, and the political ties, but is not on either corridor map yet.

6 Oct 2026 · 8 min read
Power-to-X Market Outlook 2026: Record Growth, Fewer Projects, and a Handful of Markets That MatterMarkets & PTX

Power-to-X Market Outlook 2026: Record Growth, Fewer Projects, and a Handful of Markets That Matter

Low-emissions hydrogen production rose 20% in 2025 and is on track to pass 1% of global supply in 2026. The announced pipeline for 2030 has shrunk by 10 million tonnes. This is where the market stands, which countries decide the outcome, and what to watch next.

5 Oct 2026 · 10 min read
Green Ammonia LCOA Calculation Methodology: Boundary, Balance, Sizing and DiscountingMarkets & PTX

Green Ammonia LCOA Calculation Methodology: Boundary, Balance, Sizing and Discounting

Published green ammonia cost estimates range from $473 to over $1,400 per tonne. Most of that spread is method, not site quality. This post lays out the five-step calculation: boundary, mass balance, hourly sizing, component costing, and discounting, with published benchmarks at each step.

2 Oct 2026 · 12 min read
Capacity Factor Optimization in Green Hydrogen: Why the Highest Utilization Is Not Always the Lowest CostLCOH

Capacity Factor Optimization in Green Hydrogen: Why the Highest Utilization Is Not Always the Lowest Cost

Two bodies of published work reach opposite conclusions about what a higher electrolyzer capacity factor does to LCOH. Both are right. They differ in what they hold constant, and understanding that difference is the whole game at pre-FEED.

28 Sept 2026 · 10 min read
Electrolyzer CAPEX vs. Discount Rate: Which One Actually Moves Your LCOH?LCOH

Electrolyzer CAPEX vs. Discount Rate: Which One Actually Moves Your LCOH?

Most green hydrogen project teams spend months negotiating electrolyzer price per kilowatt. The sourced sensitivity data shows they have the priorities backwards: at commercial scale, financing terms move LCOH far more than the electrolyzer's sticker price.

25 Sept 2026 · 8 min read
Why Hybrid Solar-Wind Systems Outperform Single-Source RE for Green Hydrogen: The Capacity Factor MathRE Systems

Why Hybrid Solar-Wind Systems Outperform Single-Source RE for Green Hydrogen: The Capacity Factor Math

Before you specify an electrolyzer, before you negotiate CAPEX, you need one number: your achievable capacity factor. This article explains why CF is the dominant LCOH driver and how hybrid RE configurations get you there, grounded in peer-reviewed results from five Moroccan sites.

19 Sept 2026 · 19 min read
AWE vs. PEM for Utility-Scale Green Hydrogen: Which Technology Wins at 50, 200, and 500 MW?Electrolyzers

AWE vs. PEM for Utility-Scale Green Hydrogen: Which Technology Wins at 50, 200, and 500 MW?

A rigorous engineering comparison of alkaline and PEM electrolysis at 50 MW, 200 MW, and 500 MW - covering CAPEX, stack lifetime, iridium supply risk, and the four numbers that actually drive the technology decision at pre-FEED.

17 Sept 2026 · 10 min read
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