PULSE

Editorial Updates

Curated PULSE notes on policy changes, market movements, technology, and project developments in the green hydrogen ecosystem.

MarketPriority

India's Green Urea Roadmap Links Green Ammonia Procurement to Fertiliser Decarbonisation

India has reportedly proposed annual procurement of 7.24 lakh MT of green ammonia for green urea production, with SECI e-reverse auctions and 10-year supply support under NGHM Mode 2A.

Jun 26, 2026India

Industry

India Targets Hydrogen Components for Local Manufacturing: Supply Chain Policy Moves Upstream

India's renewable energy ministry has identified hydrogen electrodes, catalysts, bipolar plates, and membranes among priority clean-energy components for local manufacturing.

Jun 26, 2026India

Technology

PULSE editorial note

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Jun 26, 2026India

Project

Castellon Green Hydrogen Gets EUR 211M IPCEI Boost as 25 MW Plant Enters Testing

BP and Iberdrola's Castellon Green Hydrogen project received up to EUR 211 million in IPCEI Hy2USE-backed funding while its 25 MW plant moved into testing.

Jun 25, 2026Spain

Market

WHS 2026 Post-Summit Signal: Hydrogen Market Narrative Moves from Announcements to Bankability

World Hydrogen Summit's 2026 programme centred FID, offtake, capital, and regulatory execution. The market signal is clear: compliance proof is becoming part of project finance, not an afterthought.

May 22, 2026Global

TradePriority

WHS 2026 Rotterdam Preview: India's 90-Member Delegation and the Five Sessions That Matter

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

May 14, 2026Global

PolicyPriority

SECI Opens 500,000-Tonne Green Methanol Tender Under SIGHT: First Tranche Targets Shipping Decarbonisation

SECI launched a 500,000-tonne per annum green methanol tender under SIGHT on May 6, with bids opening June 8 and 10-year purchase agreements on offer.

May 8, 2026India

TradePriority

India's Single-Grid Advantage Is Also Its RFNBO Geographic Correlation Problem

India operates as one national grid. RFNBO defines correlation by bidding zone. The mismatch is structural and DA revisions do not fix it.

Mar 25, 2026India

Policy

RFNBO Revision Eases EU Bankability but Imports Side of REPowerEU Remains Unresolved

The proposed RFNBO relaxation eases bankability for European producers but leaves the 10 MMTPA import target without compatible rules.

Mar 21, 2026EU

PolicyPriority

Eight EU Member States Submit Formal Non-Paper to Revise RFNBO Delegated Acts

At the first Hydrogen Regulatory Forum in Rotterdam, eight EU member states tabled a non-paper demanding RFNBO Delegated Act revisions.

Mar 19, 2026EU

Policy

Eastern European MEPs Push to Reopen EU RFNBO Rulebook

Eastern European MEPs are demanding early revision of EU RFNBO rules they say make green hydrogen investment uneconomic. Green groups are pushing back hard.

Mar 19, 2026EU

Policy

MNRE Draft Guidelines Extend GHCI to Include Water-Use Emissions

MNRE's draft guidelines extend GHCI system boundaries to include GHG emissions from water use, adding a new compliance layer for producers.

Mar 18, 2026India

Market

Moeve Takes FID on Andalusian Green Hydrogen Valley - >€1B, 300 MW Phase 1

Moeve approves >€1B FID for Andalusian Green Hydrogen Valley Phase 1 - 300 MW electrolyser, signalling EU-scale hydrogen execution is real and bankable.

Mar 7, 2026Spain

Market

India Confirms Green Ammonia Price Discovery at Scale - 724,000 TPA via SECI

MNRE has confirmed key NGHM milestones: 3,000 MW electrolyser manufacturing incentives awarded and 724,000 TPA green ammonia price-discovered via SECI.

Mar 4, 2026India

MarketPriority

PULSE editorial note

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Feb 23, 2026India

PolicyPriority

EU Low-Carbon Hydrogen Regulation 2025/2359 Now in Force

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Feb 22, 2026EU

Market

NTPC Green and GAIL Form Renewable Energy JV - Green Hydrogen Pipeline Signal

NTPC Green and GAIL India's new JV combines 4,750 MW renewable capacity with hydrogen pipeline expertise - electrolyser tenders likely within 6–12 months.

Feb 21, 2026India

MarketPriority

SECI Cancels Two Hydrogen Hub Tenders - India's Market Structure Is Shifting

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Feb 20, 2026India

Market

EU Allocates €650M to Hydrogen Projects - RFNBO Auction Launched for Maritime and Aviation

EU allocates €650M to 14 cross-border hydrogen projects, and launches an RFNBO fixed-premium auction for the maritime and aviation sectors.

Feb 12, 2026EU

Industry

India-Netherlands Hydrogen Fellowship Launches with 19 IIT Partnership

India's DST launched a hydrogen research fellowship with 19 IITs and the University of Groningen. The programme targets deployment-ready skills: system integration, safety, techno-economic analysis, and LCA.

Feb 6, 2026India

Policy

Italy Transposes RED III with Green Hydrogen Mandates for Transport and Industry

Italy became one of the first major EU economies to fully transpose RED III, with binding green hydrogen mandates for transport and industry effective February 4, 2026. ETS revenue will fund RFNBO incentives.

Feb 5, 2026EU

PolicyPriority

India's 25-Year ISTS Waiver Opens Interstate Hydrogen Hub Model

MNRE granted 25-year ISTS transmission exemptions for green hydrogen projects commissioned by 2030. The waiver changes interstate hydrogen economics and creates demand for sophisticated additionality tracking.

Feb 4, 2026India

PolicyPriority

India Awards 3,000 MW Electrolyser Capacity and 862K TPA Production Under SIGHT

MNRE finalized SIGHT contracts: 15 companies for 3,000 MW/year electrolyser manufacturing, 18 companies for 862,000 tonnes/year production. Three ports designated as green hydrogen hubs.

Feb 4, 2026India

PolicyPriority

India's Budget 2026: Rs 17,490 Crore Signals the NGHM Execution Phase

India commits Rs 17,490 crore in electrolyser and production incentives with 25-year ISTS waivers. The National Green Hydrogen Mission shifts from policy to funded deployment.

Feb 1, 2026India

MarketPriority

Three Markets, One Signal: Hydrogen Moves from Policy to Execution

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Jan 30, 2026Global

Industry

GIZ and ThyssenKrupp Nucera Launch H2Uppp in India

Germany's development agency GIZ and electrolyser manufacturer ThyssenKrupp Nucera launched the H2Uppp program at India Energy Week -- a blueprint for how major OEMs plan to enter India's hydrogen market.

Jan 29, 2026India

Project

Bulgaria Secures EU Funding for First Southeast European Hydrogen Pipeline

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Jan 28, 2026EU

Market

Clean Hydrogen Partnership Opens EUR 105M 2026 Call for Proposals

The EU's Clean Hydrogen Partnership launched its 2026 call with EUR 105 million across 21 topics, from renewable production to Hydrogen Valleys. Deadline: April 15, 2026.

Jan 20, 2026EU

Policy

UK Releases Low Carbon Hydrogen Standard Version 4

The UK published Version 4 of its Low Carbon Hydrogen Standard with updated emissions calculators. Post-Brexit framework divergence from the EU continues, adding complexity to multi-market compliance.

Jan 19, 2026UK

Market

RFNBO Pragmatism Debate: Compliance vs. Viability

Wood Mackenzie calls Europe's RFNBO rules incompatible with timely hydrogen supply ramp-up. As the 2030 hourly matching mandate approaches, the tension between compliance and viability intensifies.

Sep 15, 2025Global

Industry

PULSE editorial note

Editorial analysis on green hydrogen policy, project development, and readiness preparation.

Jan 29, 2025Global

Stay in the Loop

Get PULSE editorial updates delivered to your inbox. Policy notes, project signals, and field observations.