世界の水素業界に関する最新の市場動向ニュース
London, 9 June (Argus) — Irish developer Net Zero Energy (NZE) plans to build a 600MW long-duration energy storage (LDES) facility that will convert surplus renewable power into hydrogen, store it underground, and dispatch electricity during periods of peak demand. The Rathrush Green Energy Park, in Carlow county, would cost around €2bn ($2.31bn) to develop. The plant is designed to generate up to 600MW for 70 hours — enough to cover 10pc of Ireland's peak electricity demand , NZE said. The LDES site will use surplus wind and solar electricity to power electrolysers to produce renewable hydrogen, which will be compressed and stored in lined rock caverns. Gas turbines will then burn the hydrogen to generate power for grid dispatch. The plant will connect to the grid through a 220kV substation, and draw process water from a nearby wastewater treatment facility. NZE is running a public consultation and plans to file a planning application by the end of 2026. NZE previously developed a 4.6MW battery energy storage system (BESS) and assisted in permitting and grid connection for the Kelwin 26MW BESS site . Separately, Ireland's department of climate, energy and environment has opened a call for evidence on geological hydrogen storage to inform future regulatory frameworks for underground storage. The consultation, which covers salt caverns, depleted gas fields, aquifers and lined rock caverns, closes on 17 July. By Chingis Idrissov Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Hamburg, 9 June (Argus) — South Korea may need less than 30,000 t/yr of renewable or low-carbon hydrogen for the 500 GWh/yr of clean power generation that it seeks to subsidise in 2029-44 through a tender later this year, after Seoul sharply lowered its targeted volumes. The government outlined its revised plans for a relaunch of a second clean hydrogen power generation bidding market tender on 8 June. It has shrunk the tender volumes to 500 GWh/yr from 3 TWh/yr after excluding ammonia co-firing as an option because of plans for an accelerated coal phase-out . The amount of hydrogen required for the 500 GWh/yr will depend on the efficiency of the fuel cells or turbines used to generate the electricity. Fuel cells typically have an efficiency of up to around 60pc and the most modern gas-fired plants — where hydrogen could be co-fired — can reach similar levels. At an average 60pc efficiency and based on hydrogen's lower heating value of 33.3 kWh/kg, around 25,000 t/yr of hydrogen would be needed to generate 500 GWh/yr. In practice, achieved efficiencies could be lower. At an average of 50pc, roughly 30,000 t/yr would be needed to make 500 GWh/yr. In any event, required supply is far below the 150,000-180,000 t/yr that would have been needed for the 3 TWh/yr considering hydrogen-based power generation only. Hydrogen-equivalent volumes would have been even higher when assuming that much of the 3 TWh/yr would have been generated through ammonia co-firing with coal, given lower efficiencies. Around 1.45mn t/yr of ammonia, equivalent to roughly 250,000 t/yr of hydrogen, would have been needed for 3 TWh/yr of power when assuming an average efficiency of 40pc. In a first round in 2024, all five bids submitted were based on use of imported ammonia . Besides eliminating the ammonia option under the new design, the government is also shifting the focus for the hydrogen supply to domestic production as it wants to reduce dependence on imports. The government notice states that the bid evaluation system will ensure that the process supports "the creation of a domestic clean hydrogen production ecosystem," indicating that selection criteria will be designed to favour domestic production over imports. The carbon intensity of supply must again be below South Korea's clean hydrogen standard of 4kg of CO2 equivalent per kg of hydrogen. Final rules will be set after a consultation with industry participants, the government said. The government will also conduct a separate general hydrogen power generation tender for 950 GWh/yr of electricity output. This is open to any hydrogen without specific carbon intensity requirements and could involve use of supply made from fossil fuels without carbon abatement measures and of by-product hydrogen. Based on the assumed efficiencies above, the 950 GWh/yr could require roughly 48,000-57,000 t/yr of hydrogen. The government is planning more rounds going forward and will disclose volumes for these next year. This will take into account the 12th basic plan for energy supply and demand that is currently under development. By Stefan Krumpelmann Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Brussels, 4 June (Argus) — EU finance ministers are seeking agreement on their position for legal changes to the bloc's carbon border adjustment mechanism (CBAM), extending the scope to more downstream products and adding anti-circumvention measures. Final tweaks and clarifications specify the European Commission's power to suspend CBAM for problematic sectors. The text drawn up for finance ministers, who meet on 12 June, takes account of a majority that has spoken out against giving the commission broad empowerment to temporarily remove specific goods from CBAM under a new article 27a. Diplomats noted the risks of "jeopardising" the effectiveness of CBAM and the "imprecise" scope of the powers. To bridge differences, Cyprus, chairing discussions between diplomats, has built on a previous draft to specify the conditions that the commission could use to trigger CBAM suspension. This includes average non-CBAM-related import price increases of more than 50pc compared with average prices for the same CBAM goods over the previous 10 years. Price increases would need to be sustained over a period of at least six months. If finance ministers agree on the text on 12 June, EU states would be ready for negotiations over a final legal draft with the European Parliament after summer. Cypriot diplomats suggested article 27a remains in the European Council's draft position as a "good basis" for the talks. During a first discussion, members of parliament's environment committee broadly supported deleting the new article 27a. But some members have called for partial or full CBAM suspension . The committee is expected to vote on the issue on 6 July, followed by the whole parliament in early September. Discussions on CBAM's suspension have continued following the commission's adoption last month of a fertilizer action plan, including measures such as financial relief for farmers, and assessing stockpiling options for key fertilizers and inputs. By Dafydd ab Iago Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Hamburg, 1 June (Argus) — Germany will support 78,000 t/yr of Danish renewable hydrogen production across three projects with over €1bn from its allocation to the third European Hydrogen Bank round. Developers Everfuel, European Energy and Copenhagen Infrastructure Partners (CIP) have been selected to proceed towards final grant agreements under Germany's auctions-as-a-service (AAAS) contribution, the German economy and energy ministry (BMWE) said on 29 May. The three projects will receive around €1.01bn between them over a 10-year subsidy period (see table) . They will together provide roughly 590MW of electrolysis capacity. Developers could expand capacity beyond the supported volumes in future. CIP's Host PtX project in Esbjerg is set to receive over half of the support, with around €539mn. CIP was successful with a €1.70/kg bid for Host PtX's first phase of 240MW. Everfuel and European Energy submitted lower bids and could each receive over €200mn. The projects must feed output into a planned Danish hydrogen pipeline for exports into Germany. First deliveries are due in 2031, BMWE said. BMWE said the Danish projects could produce renewable hydrogen at lower cost than in many other regions. This is primarily because renewables could make up over 90pc of Denmark's electricity mix by 2030. This would exempt companies from key criteria under the EU's definition of renewable fuels of non-biological origin, enabling higher electrolyser utilisation rates. The three German-backed projects add to two Danish projects by MorGen and Hy2Gen Nordic that were successful in the EU-wide competition with lower bids . MorGen and Hy2Gen are due to receive roughly €563mn between them for combined production of 59,000 t/yr. Germany's funding allocation is below the €1.3bn Berlin had earmarked for its AAAS contribution, as two other Danish projects were unsuccessful. The next-lowest Danish bid after CIP's submission came in at close to €1.80/kg for over 20,000 t/yr, European Commission data show. An allocation of around €360mn on top of the roughly €1bn for the first three projects would have exceeded the €1.3bn budget and could not be made under hydrogen bank rules. The two additional bids mean other projects could still benefit from German funding if any of the selected companies drop out during grant agreement negotiations. Final grant agreements are expected to be signed by October, BMWE said. This would give firms time to book transport capacity on the planned Danish pipeline for delivery into Germany's future core hydrogen network, as an ongoing capacity sale is open until December. The Danish government's approval for the pipeline and subsidies for its construction are contingent on shippers booking at least 500MW of capacity in each year from 2031-40. This equates to roughly 130,000 t/yr based on hydrogen's lower heating value, below the 137,000 t/yr that the five projects selected by the EU and Germany could supply. Everfuel said it plans to book capacity in December, but noted that "certain commercial and regulatory conditions" must be "clarified and adjusted". Germany's funding allocation is "the biggest single event that has ever happened to the Danish hydrogen industry", industry association Hydrogen Denmark said. The support brings final investment decisions for the production plants and the planned hydrogen pipeline "significantly closer", the group said. By Stefan Krumpelmann Successful Danish H2 bank bids Project Developer Location Electrolysis capacity MW Production t/yr Bid €/kg Subsidy €mn EU-wide competition Njordkraft MorGen Esbjerg 300 45,000 0.95 423 Albatros Hy2Gen Nordic Kasso 100 14,000 0.97 140 German AAAS Frigg Everfuel Vejen 200 21,000 0.98 245 Heimdal European Energy Kasso 150 25,000 1.07 228 Host PtX CIP Esbjerg 240 32,000 1.70 539 — BMWE, European Commission, company announcements, Argus calculations Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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