Digital Ecology Weekly editions: Electron 4 · Hydrogen 14

Energy Vector Evolution Lab

Powering mobility and AI — by the Electron Vector and the Hydrogen Vector. Same method for both.

Hydrogen and derivatives · 2026-W42 · 2026-10-12 to 2026-10-18 · compiled 2026-10-19

Hydrogen and derivatives weekly 2026-W42

Nel reported its third quarter on 15 October: order intake of NOK 253 million, up 339 percent on a year earlier and almost all PEM, lifted the order backlog to NOK 1,314 million while revenue fell 63 percent to NOK 112 million. Germany registered no fuel-cell car and one fuel-cell lorry in September (KBA, 15 October), leaving 11 cars, 13 lorries and 24 buses for January to September. Day-ahead power averaged EUR 153.29/MWh in Spain and EUR 182.56/MWh in Germany-Luxembourg over 12 to 18 October.

60 new observations
8 unchanged
80 not retrieved
2 comparisons refused

Specification coverage — core basis (car, truck, bus, rail × BEV, FCEV): 13 of 127 (10%). Old basis (all segments and technologies): 13 of 155 (8%). The core share is higher because ship, aviation and the hydrogen derivatives left the core, not because more figures were found.

Electro Mobility core

Car, truck, bus and rail. Symmetric across both lines: identical definitions, bases and boundaries. Only this layer feeds convergence. This edition shows no convergence value: that is measured in the quarterly layer.

Vehicle stock

Number of registered units of a technology in a segment and region at a stated date.

SegmentTechnologyRegionValueQualifiersBasisAs ofNext dueStatusSources
Passenger carsFCEVDE1,541registry2026-07-012026-11-19verified[1]
Trucks (vans excluded unless stated)FCEVDE153registry2026-07-012026-11-19verified[1]
Buses and coachesFCEVDE176registry2026-07-012026-11-19verified[1]
Passenger carsH2-ICEDE9registry2026-07-012026-11-19inferred[1] [2]
Trucks (vans excluded unless stated)H2-ICEDE7registry2026-07-012026-11-19inferred[1] [2]
Buses and coachesH2-ICEDE90registry2026-07-012026-11-19inferred[1] [2]
Passenger carsFCEVES67census2025-01-01 → 2025-12-312026-11-19verified[3]
Buses and coachesFCEVES75census2025-01-01 → 2025-12-312026-11-19verified[3]
Trucks (vans excluded unless stated)FCEVES0census2025-01-01 → 2025-12-312026-11-19verified[3]
all road segmentsFCEVES143all road vehicles: cars, light-duty, heavy-duty and busescensus2025-01-01 → 2025-12-312026-11-19verified[3]
Passenger carsHYD_FCELL aggregateEU274,271registry2025-01-01 → 2025-12-312026-11-19verified[4]
Passenger carsHYD_FCELL aggregateDE1,685registry2025-01-01 → 2025-12-312026-11-19verified[4]
Passenger carsHYD_FCELL aggregateES65registry2025-01-01 → 2025-12-312026-11-19verified[4]
Buses and coachesHYD_FCELL aggregateEU27426registry2024-01-01 → 2024-12-312026-11-19verified[5]
Buses and coachesHYD_FCELL aggregateDE253registry2025-01-01 → 2025-12-312026-11-19verified[5]
Buses and coachesHYD_FCELL aggregateES74registry2025-01-01 → 2025-12-312026-11-19verified[5]
all road segmentsHYD_FCELL aggregateEU275,098passenger cars (M1) and vans (N1)registry2026-04-01 → 2026-06-302026-11-19reported[6]
all road segmentsHYD_FCELL aggregateDE1,667passenger cars (M1) and vans (N1)registry2026-04-01 → 2026-06-302026-11-19reported[7]
all road segmentsHYD_FCELL aggregateES118passenger cars (M1) and vans (N1)registry2026-04-01 → 2026-06-302026-11-19reported[8]
Trucks (vans excluded unless stated)HYD_FCELL aggregateEU27387registry2026-04-01 → 2026-06-302026-11-19reported[9]
Trucks (vans excluded unless stated)HYD_FCELL aggregateDE316registry2026-04-01 → 2026-06-302026-11-19reported[10]

HYD_FCELL — Includes hydrogen combustion vehicles. At the present scale this has no effect on the reading; the separation becomes material once hydrogen trucks and buses are registered in series. Composition as stated by the source: Eurostat code HYD_FCELL "Hydrogen and fuel cells": fuel-cell vehicles plus hydrogen-combustion vehicles; the source has no separate code for combustion (Glossary for Transport Statistics, B.II-42 j). / EAFO category "H2" (hydrogen vehicles) as exported by the Observatory; EAFO does not state whether hydrogen-combustion vehicles are included, so the figure is filed under the hydrogen aggregate, not as FCEV. Schema note: the HYD_FCELL label names Eurostat as its source basis; EAFO's H2 is filed here as the nearest aggregate.. Context only: never in convergence.

New registrations

First registrations of new units of a technology in a segment and region during the period [valid_from, valid_to].

SegmentTechnologyRegionValueQualifiersBasisAs ofNext dueStatusSources
all road segmentsFCEVES1total market: passenger cars, commercial, industrial vehicles, buses and quadricyclesregistry2026-09-01 → 2026-09-302026-11-19reported[11]
Passenger carsHYD_FCELL aggregateDE55registry2025-01-01 → 2025-12-312026-11-19verified[12]
Passenger carsHYD_FCELL aggregateES1registry2025-01-01 → 2025-12-312026-11-19verified[12]
Buses and coachesHYD_FCELL aggregateEU27130registry2024-01-01 → 2024-12-312026-11-19verified[13]
Buses and coachesHYD_FCELL aggregateDE105registry2025-01-01 → 2025-12-312026-11-19verified[13]
Buses and coachesHYD_FCELL aggregateES0registry2025-01-01 → 2025-12-312026-11-19verified[13]

HYD_FCELL — Includes hydrogen combustion vehicles. At the present scale this has no effect on the reading; the separation becomes material once hydrogen trucks and buses are registered in series. Composition as stated by the source: Eurostat code HYD_FCELL "Hydrogen and fuel cells": fuel-cell vehicles plus hydrogen-combustion vehicles; the source has no separate code for combustion (Glossary for Transport Statistics, B.II-42 j).. Context only: never in convergence.

Infrastructure count

Number of publicly accessible refuelling or charging units at the valid date.

SegmentTechnologyRegionValueQualifiersBasisAs ofNext dueStatusSources
all road segmentsFCEVDE52station, unspecifiedregistry2026-05-01 → 2026-05-312026-11-19reported[14]
all road segmentsFCEVES4station, unspecifiedregistry2026-05-01 → 2026-05-312026-11-19reported[14]
all road segmentsFCEVEU27156station, unspecifiedregistry2026-05-01 → 2026-05-312026-11-19reported[14]
all road segmentsFCEVeurope90station, unspecifiedoperator_reported2026-09-282026-11-19reported[15]

What could not be found

An empty cell is a finding. Each gap names where the agent looked.

MetricSegmentTechnologyRegionWhyLooked at
EU ETS allowanceall road segments—EU27schema gap: h2_input_carbon_eua has no statistic qualifier (settle, close, intraday or weekly mean cannot be declared), so a number of unclear meaning is not recorded (decision 83). For reference only, not as a value: Trading Economics' news stream dated 2026-10-12 reports a CFD level of 88.35 EUR (4-week high); the EEX primary-auction results file sits on public.eex-group.com, which the proxy refuses.schema/metrics.json h2_input_carbon_eua (qualifiers: none), tradingeconomics.com/commodity/carbon (news stream fetched 2026-10-19), www.eex.com EU ETS auction pages (reachable; results xlsx link points to public.eex-group.com, proxy refused), www.ice.com delayed market data (HTTP 403, Cloudflare challenge)
Hydrogen pump priceall road segments—DENo reachable H2 MOBILITY page states a current price per kg: the H2 MOBILITY releases of 25 September and 28 May 2026 give only percentage cuts (12 to 16 % at 15 stations from 1 October; about 10 % at five stations from 1 June); the H2.LIVE FAQ still states EUR 12.85 per kg gross at all public stations, but its CMS date is 2024-02-12 and the 2026 releases contradict a single price, so it is stale and not recorded; station prices sit in the script-rendered map. No H2 MOBILITY release dated 12 to 18 October (newest 28 September).h2.live English FAQ (dateModified 2024-02-12), h2.live press release 25 September 2026, h2.live press RSS feed and /aktuell/ (newest item 28 September 2026), h2.live wp-json posts endpoint (no data)
Levelised cost of hydrogenall road segments—DENo standing value outside test runs, and the newest Observatory cost dataset ("Hydrogen production costs 2024.xlsx", last-modified 2025-09-29, reference year 2024) publishes only cost components (CAPEX, electricity or gas, CO2, grid fees, taxes, other OPEX) per route and country, no levelised total; summing components the source does not add up is not allowed. No newer dataset on 2026-10-19.European Hydrogen Observatory cost-of-hydrogen-production page and 2024 dataset (fetched 2026-10-19), pv magazine 16 October 2026 (EWI Global PtX Cost Tool: projected costs in USD/MWh, no EUR/kg and no year; not this metric's unit)
Levelised cost of hydrogenall road segments—ESAs for DE: the Observatory 2024 dataset gives components only (no levelised total); no newer dataset on 2026-10-19; no standing value outside test runs.European Hydrogen Observatory cost-of-hydrogen-production page and 2024 dataset (fetched 2026-10-19)
Hydrogen station openings minus closuresall road segments—DENo dated opening or closure inside 12 to 18 October found; the newest H2 MOBILITY releases (15 and 28 September) predate the window. A week without a report is not a zero.h2.live press feed and /aktuell/ (newest 28 September 2026), European Hydrogen Observatory HRS dataset (May 2026 snapshot), electrive.net feed 6 to 19 October 2026, pv magazine feed 8 to 19 October 2026, MITECO press room (October 2026 items), web searches EN/DE/ES for station openings and closures in October 2026
Hydrogen station openings minus closuresall road segments—EU27The Observatory station file is still the single May 2026 snapshot (no time series published); a net change needs two snapshots. No dated opening or closure inside the window found. A week without a report is not a zero.h2.live press feed and /aktuell/ (newest 28 September 2026), European Hydrogen Observatory HRS dataset (May 2026 snapshot), electrive.net feed 6 to 19 October 2026, pv magazine feed 8 to 19 October 2026, MITECO press room (October 2026 items), web searches EN/DE/ES for station openings and closures in October 2026
Hydrogen station openings minus closuresall road segments—ESNo Spanish station opening or closure dated inside the window found; MITECO's draft framework lists 23 stations installed or planned at 30 March 2026 and one in the ministry's geoportal, a plan not a change. A week without a report is not a zero.h2.live press feed and /aktuell/ (newest 28 September 2026), European Hydrogen Observatory HRS dataset (May 2026 snapshot), electrive.net feed 6 to 19 October 2026, pv magazine feed 8 to 19 October 2026, MITECO press room (October 2026 items), web searches EN/DE/ES for station openings and closures in October 2026
New registrationsPassenger carsFCEVEU27No EU27 fuel-cell car registration count: Eurostat HYD_FCELL (fuel cell plus hydrogen combustion) is context only (rule 4; EU27 2025 = 531, standing as 2026-Q3:o26); ACEA OTHERS mixes fuel cell with gas, LPG and ethanol; EAFO exports no hydrogen registrations.Eurostat road_eqr_carpda (2026-10-19), ACEA: September 2026 car press release due 22 October 2026; ACEA files fuel cell under OTHERS (footnote 2 of its releases), so it cannot resolve FCEV, EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
New registrationsPassenger carsFCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
New registrationsTrucks (vans excluded unless stated)FCEVESANFAC's September release gives truck and bus totals without a drive-train split (only a total-market hydrogen row, recorded with segment_scope); DGT hosts are refused by the proxy.ANFAC September 2026 release (2026-10-19), www.dgt.es, sede.dgt.es (proxy refused, per retrieval routes)
New registrationsTrucks (vans excluded unless stated)FCEVEU27Eurostat lorry tables have no hydrogen code; ACEA releases cover cars; EAFO exports no hydrogen registrations.Eurostat road_eqr_lormot code list, ACEA: September 2026 car press release due 22 October 2026; ACEA files fuel cell under OTHERS (footnote 2 of its releases), so it cannot resolve FCEV, EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
New registrationsTrucks (vans excluded unless stated)FCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
New registrationsBuses and coachesFCEVESNo drive-train split for buses in the ANFAC release; Eurostat HYD_FCELL buses ES 2025 = 0 is recorded as context, not as FCEV.ANFAC September 2026 release, Eurostat road_eqr_busmot (2026-10-19)
New registrationsBuses and coachesFCEVEU27Only the Eurostat aggregate HYD_FCELL (EU27 latest 2024) is published; recorded as context and not booked as FCEV.Eurostat road_eqr_busmot (2026-10-19), EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
New registrationsBuses and coachesFCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
New registrationsPassenger carsH2-ICEEU27ACEA OTHERS and Eurostat HYD_FCELL do not separate hydrogen combustion; zero is not assumed.Eurostat road_eqr_carpda, ACEA: September 2026 car press release due 22 October 2026; ACEA files fuel cell under OTHERS (footnote 2 of its releases), so it cannot resolve FCEV
New registrationsPassenger carsH2-ICEglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
New registrationsTrucks (vans excluded unless stated)H2-ICEEU27No EU27 source with a hydrogen-combustion count.Eurostat road_eqr_lormot code list, EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
New registrationsBuses and coachesH2-ICEEU27No EU27 source with a hydrogen-combustion count; Eurostat gives the HYD_FCELL aggregate only.Eurostat road_eqr_busmot
Share of new registrationsPassenger carsFCEVESANFAC prints the hydrogen share of September passenger-car registrations as 0,00 % for one unit (rounded to two decimals); a rounded zero would misstate a non-zero count, so no share is recorded.ANFAC September 2026 release (2026-10-19)
Share of new registrationsPassenger carsFCEVDEKBA FZ 28.1 prints shares for alternative drives and for electric drives as a whole, not for fuel cell; a computed share would be a derived figure.KBA FZ 28 September 2026 (2026-10-19)
Share of new registrationsPassenger carsFCEVEU27ACEA shares put fuel cell inside OTHERS; the September release is due 22 October 2026.ACEA: September 2026 car press release due 22 October 2026; ACEA files fuel cell under OTHERS (footnote 2 of its releases), so it cannot resolve FCEV
Share of new registrationsPassenger carsFCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Vehicle stockPassenger carsFCEVEU27Only hydrogen aggregates are published for EU27 (Eurostat HYD_FCELL 2025 and EAFO "H2" for M1+N1, Q2 2026), recorded as context and not booked as FCEV.Eurostat road_eqs_carpda (2026-10-19), EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split, IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Vehicle stockPassenger carsFCEVglobalNo reachable global FCEV stock series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Vehicle stockTrucks (vans excluded unless stated)FCEVEU27Eurostat lorry stock tables have no hydrogen code; EAFO's N2+N3 "H2" fleet (Q2 2026) is recorded as hydrogen aggregate context, not as FCEV.Eurostat road_eqs_lormot code list, EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
Vehicle stockTrucks (vans excluded unless stated)FCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Vehicle stockBuses and coachesFCEVEU27Only the Eurostat aggregate HYD_FCELL (EU27 latest 2024) is published; recorded as context.Eurostat road_eqs_busmot (2026-10-19), EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
Vehicle stockBuses and coachesFCEVglobalNo reachable global series.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Vehicle stockPassenger carsH2-ICEEU27No EU27 source states a hydrogen-combustion count; Eurostat HYD_FCELL and EAFO H2 cannot be split; zero is not assumed.Eurostat road_eqs_carpda, EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
Vehicle stockPassenger carsH2-ICEglobalNo source states a hydrogen-combustion count; zero is not assumed.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Infrastructure countall road segmentsFCEVglobalNo reachable global census: the IEA is behind a bot challenge, the LBST census host redirects without a reachable data file, and the H2.LIVE map is script-rendered.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19), www.lbst.de (redirect, no census file located), h2.live (script-rendered map; static HTML holds no count), EAFO "Total number of refuelling points" export (H2: EU27 2025 = 318, DE and ES latest 2024): schema gap, count_unit has no 'refuelling point' value (AFIR term: one vehicle at a time), so not recorded as station or dispenser
Infrastructure throughputall road segmentsFCEVDENo dispensed-volume figure in any H2 MOBILITY or H2IA release to 28 September 2026; no release in the window.h2.live press feed and /aktuell/ (2026-10-19)
Infrastructure throughputall road segmentsFCEVglobalNo reachable figure.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Infrastructure utilisationall road segmentsFCEVEU27Not published by any reachable source.h2.live press feed, European Hydrogen Observatory HRS dataset (no utilisation field)
Infrastructure utilisationall road segmentsFCEVglobalNot published by any reachable source.IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Infrastructure closuresall road segmentsFCEVDENo source states a closure count for the period; zero is not assumed. The latest closure announcement on h2.live is the H2 MOBILITY release of 10 November 2025 (first-generation stations to be decommissioned); nothing newer in the press feed to 28 September 2026.h2.live press page and feed (2026-10-19), electrive.net feed 6 to 19 October 2026, web search DE 'H2 MOBILITY Tankstelle Schließung Oktober 2026'
Infrastructure closuresall road segmentsFCEVESNo source states a closure count for the period; zero is not assumed.MITECO draft national framework (lists stations, no closures), MITECO press room October 2026, web search ES 'hidrogenera octubre 2026'
Infrastructure closuresall road segmentsFCEVEU27No source states a closure count; the Observatory station file is a single May 2026 snapshot with no earlier snapshot to difference.European Hydrogen Observatory HRS dataset (2026-10-19), EAFO EU27, Germany and Spain CSV exports (data last updated 16 Oct 2026): hydrogen appears only as category "H2" for M1+N1 and N2+N3 fleets and refuelling points, no registrations by drive type for hydrogen, no fuel-cell/combustion split
Range per fill eventPassenger carsFCEVEU27Hyundai's EU NEXO page is now reachable (last-modified 2026-10-16) but contradicts itself: "up to 826 km of driving range" and "just 5 minutes to refill" in the body, "up to 700 km driving range with just a 5-minute charge" in the FAQ, with no test basis or fill event stated next to either figure. An internally inconsistent fetch is not recorded (brief rule 5), so no range and fill-time pair.hyundai.com/eu/en/models/new-nexo.html (fetched 2026-10-19), toyota-europe.com (robots read; no Mirai data page located), EEA CO2 monitoring (no model-level FCEV range)
Refuel or charge timePassenger carsFCEVEU27Paired with range_per_fill; without a same-basis range the fill time is dropped.hyundai.com/eu/en/models/new-nexo.html (fetched 2026-10-19)
Electricity per 100 km, well-to-wheelPassenger carsFCEVEU27No study with a declared renewable-electricity-to-wheel boundary found at a reachable host; no standing value in the series.theicct.org and joint-research-centre.ec.europa.eu (reachable on 2026-10-19; no new study located), ise.fraunhofer.de (reachable; no study located)
Cost per 100 kmPassenger carsFCEVDEThe only stated cost per 100 km (H2.LIVE FAQ: EUR 10.28 at EUR 12.85 per kg and 0.8 kg per 100 km WLTP) carries CMS date 2024-02-12 and a single-price claim contradicted by the 2026 price cuts: stale, not recorded.h2.live English FAQ (fetched 2026-10-19), h2.live press release 25 September 2026
Cost per 100 kmPassenger carsFCEVEU27No source states a hydrogen cost per 100 km at EU level.Eurostat (no such series), theicct.org (no study located)
Water intensityPassenger carsFCEVEU27No dated study with a stated method found at a reachable host.joint-research-centre.ec.europa.eu, www.irena.org (proxy refused on 2026-10-19)
Material intensityPassenger carsFCEVEU27No dated primary with per-vehicle platinum or iridium content found.joint-research-centre.ec.europa.eu, IEA Global EV Outlook / Global Hydrogen Review (www.iea.org answers HTTP 403 bot challenge on 2026-10-19)
Final investment decisions (count)all road segments—globalChecked 2026-10-19: no source read states a number of hydrogen or derivative FIDs for 12 to 18 October 2026, and no individual FID dated in the window was found (ITM Power's Hydropulse 150 MW project targets FID in 2027; EWE/Verbund JadeWeser has no FID). An absence of reports is a gap, not zero. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.WebSearch sweeps in English, German and Spanish for FIDs and cancellations, 12 to 18 October 2026, Commission press corner latest news (no hydrogen item in the window), Hydrogen Europe news index (entries 13, 15, 16 October), pv magazine hydrogen tag and Hydrogen Stream of 16 October, electrive.net hydrogen tag (newest hydrogen item 6 October), Nel, thyssenkrupp nucera, Ballard newsrooms, MITECO press room (no hydrogen item 12 to 18 October)
Installed electrolysis capacityall road segments—globalGlobal figure is published in the IEA Global Hydrogen Review, which answered 403 (bot protection) on 2026-10-19; no other readable source gives a dated global installed figure. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.www.iea.org Global Hydrogen Review 2026 (HTTP 403, bot protection, 2026-10-19), api.iea.org (404), European Hydrogen Observatory datasets (Europe only)
Global hydrogen demandall road segments—globalAnnual metric published in the IEA Global Hydrogen Review; www.iea.org answered 403 (bot protection) on 2026-10-19 and no readable republication with a stated value and date was found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.www.iea.org Global Hydrogen Review 2026 (HTTP 403, bot protection, 2026-10-19), api.iea.org (404), European Hydrogen Observatory datasets (Europe only)
Low-emissions hydrogen productionall road segments—globalAnnual metric published in the IEA Global Hydrogen Review; www.iea.org answered 403 (bot protection) on 2026-10-19 and no readable republication with a stated value and date was found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.www.iea.org Global Hydrogen Review 2026 (HTTP 403, bot protection, 2026-10-19), api.iea.org (404), European Hydrogen Observatory datasets (Europe only)
2030 project pipelineall road segments—globalAnnual metric published in the IEA Global Hydrogen Review; www.iea.org answered 403 (bot protection) on 2026-10-19 and no readable republication with a stated value and date was found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.www.iea.org Global Hydrogen Review 2026 (HTTP 403, bot protection, 2026-10-19), api.iea.org (404), European Hydrogen Observatory datasets (Europe only)
Share of Europe's 2030-target projects at FIDall road segments—EU27Published only in the IEA review (403 on 2026-10-19); the Observatory projects dataset lists only projects in operation or under construction and gives no share of 2030-targeted projects at FID. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.www.iea.org Global Hydrogen Review 2026 (HTTP 403, bot protection, 2026-10-19), api.iea.org (404), European Hydrogen Observatory datasets (Europe only), Observatory projects dataset Dec2025.xlsx (no FID share)
Project statusall road segments—ES-ANNo dated source stating a stage for Moeve Carteia was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—ES-ANNo dated source stating a stage for H2 La Joya was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—ESThe Observatory dataset lists only Puertollano phase 1 (H2F, 20 MW, operating); no dated source stating a stage for Puertollano II was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—ESReadable sources are from 2023 (engineering contract) and October 2024 (IF23 grant agreement signed); neither states a current project stage. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DENot in the Observatory dataset; no dated source stating a stage was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DENot in the Observatory dataset; no dated source stating a stage was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DENot in the Observatory dataset; Hydrogen Europe items found are older and do not state a current stage for the cluster. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DENot in the Observatory dataset; no dated source stating a stage was read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DEA second cancellation (August 2026) appears only in search listings from hosts not reachable (gasworld 403, Hydrogen Insight); not recorded without a read page. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DEHydrogen Europe items found (grid connection, construction contract) are older and do not state the current stage; insolvency reports not read. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project statusall road segments—DEThe Hydrogen Europe item of 17 November 2025 on ArcelorMittal rejecting German DRI subsidies names two German sites without stating that Duisburg is one of them; not recorded. Nothing dated 12 to 18 October 2026 found. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory projects dataset Dec2025.xlsx (downloaded 2026-10-19; project not listed, or listed without a stage that maps to this project), Hydrogen Europe site search and news index, WebSearch in English, German and Spanish for the project, 12 to 18 October 2026, company newsrooms (Moeve, Repsol, Iberdrola, Uniper, thyssenkrupp, Iqony, ArcelorMittal: not reachable through the proxy)
Project annual outputall road segments—ES-ANNo readable dated source states Onuba's annual output: the Hydrogen Europe construction-start item gives capacity and investment only; output figures (about 45,000 or 50,000 t/yr) appear only in search listings of hosts not reachable, and they disagree. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Hydrogen Europe item of 17 September 2026 (read; no output figure), WebSearch in Spanish (listings only: industriaquimica.es, cronicadelhenares.com; not reachable), Moeve newsroom (not reachable)
Project water intakeall road segments—ES-ANNo water-intake figure or water-source class found for this project in readable sources on 2026-10-19; gazette search is script-rendered. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory datasets (no project water fields), BOJA search (juntadeandalucia.es reachable; the BOJA search returns only the search form in static HTML, results are script-rendered), BORM (robots.txt read; no route to a project water decision found), MITECO environmental assessment pages (reachable; no project document located), WebSearch in Spanish for water concessions 12 to 18 October 2026
Project water intakeall road segments—ESNo water-intake figure or water-source class found for this project in readable sources on 2026-10-19; gazette search is script-rendered. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory datasets (no project water fields), BOJA search (juntadeandalucia.es reachable; the BOJA search returns only the search form in static HTML, results are script-rendered), BORM (robots.txt read; no route to a project water decision found), MITECO environmental assessment pages (reachable; no project document located), WebSearch in Spanish for water concessions 12 to 18 October 2026
Project water intakeall road segments—ES-ANNo water-intake figure or water-source class found for this project in readable sources on 2026-10-19; gazette search is script-rendered. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory datasets (no project water fields), BOJA search (juntadeandalucia.es reachable; the BOJA search returns only the search form in static HTML, results are script-rendered), BORM (robots.txt read; no route to a project water decision found), MITECO environmental assessment pages (reachable; no project document located), WebSearch in Spanish for water concessions 12 to 18 October 2026
Project water per kg H2all road segments—EU27No dated project-level litres-per-kilogram figure found on 2026-10-19. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory datasets (no project water fields), BOJA search (juntadeandalucia.es reachable; the BOJA search returns only the search form in static HTML, results are script-rendered), BORM (robots.txt read; no route to a project water decision found), MITECO environmental assessment pages (reachable; no project document located), WebSearch in Spanish for water concessions 12 to 18 October 2026
Water disclosure shareall road segments—EU27The project water dataset behind this share is not reachable, so the share cannot be computed. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory datasets (no project water fields), BOJA search (juntadeandalucia.es reachable; the BOJA search returns only the search form in static HTML, results are script-rendered), BORM (robots.txt read; no route to a project water decision found), MITECO environmental assessment pages (reachable; no project document located), WebSearch in Spanish for water concessions 12 to 18 October 2026
Electrolyser system CAPEXall road segments—europeNo dated source with electrolyser type and cost scope (uninstalled system or installed total) found on 2026-10-19. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory dataset pages, Fraunhofer ISI press release of 15 October 2026 (market study ranges, no capex), company releases (Nel, nucera reachable; no capex figure)
Electrolyser system efficiencyall road segments—europeThe only in-window figure is Stargate Hydrogen's 48 kWh/kg for its alkaline stacks with a new catalyst (15 October 2026), a stack-level manufacturer claim reported by Hydrogen Europe; the metric is system energy use, so it is not recorded. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Hydrogen Europe members news 15 October 2026 (stack figure, not system), pv magazine Hydrogen Stream 16 October 2026, Observatory dataset pages
Electrolyser stack lifetimeall road segments—europeNo dated source with a declared electrolyser type and stack lifetime found on 2026-10-19. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Observatory dataset pages, Nel and nucera newsrooms, Hydrogen Europe news index
Electrolyser factory utilisationall road segments—europeThe Observatory manufacturing dataset (May 2026) gives capacity only, no output or utilisation; no company states a utilisation figure (Nel mentions capacity utilisation qualitatively). No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.Electrolyser manufacturing capacity May2026.xlsx, Nel third-quarter 2026 release
Electrolyser OEM order signalall road segments—DECompany newsroom read on 2026-10-19: newest item 6 October 2026 (cell assembly hub in Vila Nova de Gaia, Portugal), nothing dated 12 to 18 October; the latest order-intake statement is the nine-month release of 12 August 2026, outside the period. No order-book direction for this period is stated, and silence is not recorded as quiet. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.thyssenkrupp nucera newsroom (reachable, read), Hydrogen Europe news index, pv magazine Hydrogen Stream 16 October
Electrolyser OEM order signalall road segments—USA business update dated 15 October 2026 (Form 8-K exhibit: Q3 revenue growth, electrolyser pipeline, Q3 call on 9 November) was seen only in search listings; sec.gov and ir.plugpower.com are not reachable through the proxy, so no order-book figure was read. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.sec.gov EDGAR (not reachable), ir.plugpower.com (not reachable), WebSearch listings
Electrolyser OEM order signalall road segments—GBPreliminary full-year results were published on 19 October 2026, after the window, and itm-power.com is not reachable. In the window, pv magazine (16 October, read) reports Heads of Terms by ITM's Hydropulse subsidiary for a 150 MW project with FID targeted in 2027: a pre-FID agreement, not an order-book figure. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.itm-power.com (not reachable), pv magazine Hydrogen Stream 16 October (read), WebSearch listings
Electrolyser OEM order signalall road segments—NONo dated item for 12 to 18 October found; hydrogenpro.com not reachable. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.hydrogenpro.com (not reachable), Hydrogen Europe news index, WebSearch
Electrolyser OEM order signalall road segments—DKNo dated item for 12 to 18 October found; topsoe.com not reachable. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.topsoe.com (not reachable), Hydrogen Europe news index, WebSearch
Electrolyser OEM order signalall road segments—DENo dated item for 12 to 18 October found; sunfire.de refused (403, then no connection). No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.sunfire.de (403 / not reachable), Hydrogen Europe news index, WebSearch
Electrolyser OEM order signalall road segments—DENo dated electrolyser item for 12 to 18 October found; siemens-energy.com not reachable. No standing value: neither 2026-Q3 nor 2026-Q3-c1 records this cell, so it cannot be unchanged.siemens-energy.com (not reachable), Hydrogen Europe news index, WebSearch

Checked, unchanged

MetricSegmentTechnologyRegionNote
New registrationsPassenger carsFCEVDEKBA FZ 28 September 2026 workbook re-downloaded 2026-10-19 (same file, sha256 98c868f9…, published 15 October 2026): Personenkraftwagen, Brennstoffzelle (Wasserstoff) = "-"; identical to standing value 2026-Q3-c1:o2. October workbook not yet published (fz28_2026_10.xlsx 404).
New registrationsTrucks (vans excluded unless stated)FCEVDEKBA FZ 28 September 2026 re-checked 2026-10-19: Lastkraftwagen, Brennstoffzelle (Wasserstoff) = 1; identical to standing value 2026-Q3-c1:o5. Jan to Sep 2026: 13 Lkw; tractor units (separate class) 8. October workbook not yet published.
New registrationsBuses and coachesFCEVDEKBA FZ 28 September 2026 re-checked 2026-10-19: Kraftomnibusse, Brennstoffzelle (Wasserstoff) = "-"; identical to standing value 2026-Q3-c1:o8. Jan to Sep 2026: 24 buses. October workbook not yet published.
New registrationsPassenger carsH2-ICEDEKBA FZ 28 September 2026 re-checked 2026-10-19: Personenkraftwagen, column "Wasserstoff" = "-"; identical to standing value 2026-Q3-c1:o3 (status inferred).
New registrationsTrucks (vans excluded unless stated)H2-ICEDEKBA FZ 28 September 2026 re-checked 2026-10-19: Lastkraftwagen, column "Wasserstoff" = "-"; identical to standing value 2026-Q3-c1:o6 (status inferred).
New registrationsBuses and coachesH2-ICEDEKBA FZ 28 September 2026 re-checked 2026-10-19: Kraftomnibusse, column "Wasserstoff" = "-"; identical to standing value 2026-Q3-c1:o9 (status inferred).
New registrationsPassenger carsFCEVESANFAC/IDEAUTO September 2026 release re-downloaded 2026-10-19 (same file, sha256 1ce379c4…): turismos, row "Hidrogeno" = 1; identical to standing value 2026-Q3:o24. October release not yet published (404 on 2026-10-19).
New registrationsPassenger carsHYD_FCELLEU27Eurostat road_eqr_carpda re-queried 2026-10-19 (dataset updated 2026-10-06): EU27 2025 HYD_FCELL = 531, identical to standing value 2026-Q3:o26; 2026 not published.

Comparisons

This publication shows a number only where two technologies really compete inside the core. Where they compete outside electro mobility the pair is "outside the core"; where there is no real contest it is "not comparable". Each carries its reason.

SegmentScopePairOutcomeReason
Passenger carsallBEV vs FCEVnot comparableStation and charging-point counts are different units and are never compared across technologies; compare throughput instead.
Passenger carsallFCEV vs H2-ICEoutside the core — observed in the depth, not comparedFCEV and H2-ICE both start from hydrogen; the contest is inside the hydrogen world, observed in depth, never in convergence.

Technology depth

Asymmetric by nature: specific to hydrogen and derivatives, and not used in any comparison.

prices

MetricSubjectRegionValueQualifiersAs ofNext dueStatusSources
Day-ahead power price—ES153.29 €/MWhstatistic: weekly_mean, series: marginalpdbc2026-10-12 → 2026-10-182026-10-26verified[16] [17] [18] [19] [20] [21] [22]
Day-ahead power price—DE182.56 €/MWhstatistic: weekly_mean2026-10-12 → 2026-10-182026-10-26verified[23] [24]
TTF natural gas—EU2788 €/MWhstatistic: intraday2026-10-162026-10-26unverified[25]
Levelised cost of hydrogen—NL7.7 €/kgroute: grid_electrolysis, index: University of Groningen study, 200 MW electrolyser in the Rotterdam-Rijnmond cluster, wholesale electricity sourcing, as summarised by pv magazine2026-10-092026-10-26reported[26]
European Hydrogen Bank auction budget—EU271,300 € millionround: IF252025-12-01 → 2026-06-192026-10-26verified[27]
European Hydrogen Bank auction budget—EU27500 € millionround: IF26 (draft terms, planned)2026-07-09 → 2026-07-102026-10-26reported[28]
European Hydrogen Bank awarded amount—EU271,090 € millionround: IF252026-05-07 → 2026-06-192027-01-19verified[27]
European Hydrogen Bank awarded capacity—EU271.1 GWround: IF252026-05-07 → 2026-06-192027-01-19verified[27]
European Hydrogen Bank awarded amount—EU27147.73 € millionround: IF25 reserve list (June 2026)2026-06-01 → 2026-06-192027-01-19verified[27]
European Hydrogen Bank awarded capacity—EU2777 MWround: IF25 reserve list (June 2026)2026-06-01 → 2026-06-192027-01-19verified[27]
European Hydrogen Bank awarded amount—EU27270 € millionround: IF242026-01-01 → 2026-01-312027-01-19reported[29]

production pipeline

MetricSubjectRegionValueQualifiersAs ofNext dueStatusSources
Installed electrolysis capacity—DE120.11 MW2024-01-01 → 2024-12-312026-10-26reported[30]
Installed electrolysis capacity—ES38.5 MW2024-01-01 → 2024-12-312026-10-26reported[30]
Installed electrolysis capacity—EU27308.06 MW2024-01-01 → 2024-12-312026-10-26reported[30]

electrolysers

MetricSubjectRegionValueQualifiersAs ofNext dueStatusSources
Electrolyser manufacturing capacity—europe11.31 GW/yr2026-05-01 → 2026-05-312027-01-19reported[31]
Electrolyser OEM order signalNel ASANOimproving2026-07-01 → 2026-09-302026-10-26reported[32] [33]

projects

MetricSubjectRegionValueQualifiersAs ofNext dueStatusSources
Project statusEWE Emden electrolyser (Clean Hydrogen Coastline)DEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusRepsol CartagenaESbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusSALCOSDEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusREFHYNE IIDEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusLingen Green HydrogenDEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusBad LauchstädtDEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusLeuna PEMDEbuilding2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusSchwäbisch GmündDEoperating2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusREFHYNE IDEoperating2025-12-01 → 2025-12-312026-10-26verified[34]
Project statusRWE Lingen (GET H2 Nukleus)DEcommissioning2026-08-042026-10-26reported[35]
Project statusMoeve Onuba (Andalusian Green Hydrogen Valley, phase 1)ES-ANbuilding2026-09-172026-10-26reported[36]
Project electrolyser capacityMoeve Onuba (Andalusian Green Hydrogen Valley, phase 1)ES-AN300 MW2026-09-172026-10-26reported[36]
Project electrolyser capacityEWE Emden electrolyser (Clean Hydrogen Coastline)DE320 MW2026-10-072026-10-26reported[37]
Project electrolyser capacityEWE Emden electrolyser (Clean Hydrogen Coastline)DE280 MW2025-12-01 → 2025-12-312026-10-26verified[34]

The week's movements

Watchlist

WhenWhatStatusWhy it matters
2026-10-22ACEA September 2026 car registrationspendingFuel cell sits inside OTHERS; confirms only the aggregate.
2026-11-16KBA FZ 28 October 2026 workbook (expected mid-November)pendingNext German fuel-cell registration month.
2026-11-30KBA FZ 27 stock at 1 October 2026 (July edition appeared 31 August)pendingNext quarterly fuel-cell stock by vehicle class.
2026-11-02ANFAC October 2026 releasependingSpanish hydrogen car registrations.
openEuropean Hydrogen Observatory station time serieswatchAnnounced on the dataset page; needed for net change and closures.
2026-11-30IF25 Hydrogen Bank grant agreement signatures (Commission expects September to November 2026)EUR 1.09 billion for nine projects plus EUR 147.73 million for four reserve-list projects; not signed by 18 October per the Observatory page.
2026-12-31IF26 Hydrogen Auction call opening (planned December 2026, EUR 500 million), final termsDraft terms only so far.
2026-11-09Plug Power third-quarter 2026 callOrder-book signal not readable this week.
2026-10-19ITM Power preliminary full-year results (published after the window)For the W43 signal of co-itm-power.

Caveats

Series. First edition of the weekly series: values from test and dry runs (KW00, 2026-W41-dry, 2026-W41-dry2) are not standing values, and every value in this file was retrieved on 19 October 2026. A cell is marked unchanged only where a quarter file (2026-Q3, 2026-Q3-c1) already holds the identical value and the source was re-checked on 19 October 2026; every other cell without a new value is not_retrieved, with the date of its last check.

Aggregates. Eurostat HYD_FCELL and EAFO H2 combine fuel-cell and hydrogen-combustion vehicles (EAFO does not say whether combustion is included). They are context only and never fill an FCEV cell.

Registration sources disagree. German fuel-cell car stock reads 1,541 on 1 July 2026 (KBA, Pkw only) and 1,667 for Q2 2026 (EAFO H2, cars and vans); Spanish hydrogen car stock 67 (MITECO draft, 2025), 65 (Eurostat, 2025) and 118 (EAFO H2 cars and vans, Q2 2026). Each observation names its source; they are not merged.

EAFO labelling. The EAFO 'by type' chart is captioned 2026 Q2 but its export carries 2025 values; the time-series exports carry a separate 2026 row. The 2026 rows are recorded as Q2 2026 with status reported.

KBA Wasserstoff column. H2-ICE values for Germany come from the undefined KBA column 'Wasserstoff' and are inferred, not stated. Bus stock in that column (90 on 1 July 2026) is larger than one would expect for combustion buses; the column's content stays open until KBA answers.

Prices. German day-ahead is the DE-LU bidding zone, computed from SMARD's quarter-hour series (identical in the Energy-Charts API). TTF is a single rounded CFD level from a secondary source; no settlement or weekly mean was reachable (ICE behind Cloudflare, EEX gas pages script-rendered, other price hosts refused by the proxy). EUA is not recorded: the metric has no statistic qualifier (decision 83).

LCOH. The Observatory cost dataset publishes components only; no levelised total is recorded for Germany or Spain. The EWI cost tool reported on 16 October gives projected USD/MWh without a year and is not this metric.

Absence is not zero. No H2 MOBILITY release, no station opening or closure and no fuel-cell vehicle order dated 12 to 18 October was found in reachable sources (h2.live, electrive.net, pv magazine, MITECO); hydrogeninsight, gasworld, EDF and manufacturer newsrooms other than Hyundai EU are not reachable. Station closures and net change stay unrecorded rather than zero.

Dates outside the window. Project statuses from the European Hydrogen Observatory project dataset describe December 2025; installed electrolysis describes 2024; manufacturing capacity describes May 2026; Hydrogen Bank figures describe May to June 2026. They are recorded with those dates, not as events of 12 to 18 October.

Computed sums. Installed electrolysis for DE, ES and EU27 and the European manufacturing capacity are sums computed from published Observatory datasets and are therefore reported, not verified.

Order-book signal. The Nel signal (improving) is this record's classification of the backlog and order-intake figures Nel states; the improvement is confined to the PEM segment while alkaline revenue fell 91 percent. The schema has no rule for mixed signals within one company.

Reach. Investor pages of Plug Power, ITM Power, Siemens Energy, Sunfire, Topsoe and HydrogenPro, the IEA, EDF, sec.gov, BOE and most Spanish and German trade press were not reachable through the proxy; seven of eight tracked electrolyser companies and eleven of twenty-two tracked projects therefore have no recorded value.

Discarded items. A Bosch order for 45 MW of PEM stacks from FEST dated 14 October appeared only on a host whose robots.txt disallows fetching and was not used. A German economics-ministry plan adding a hydrogen component (at least EUR 1.5 billion for 2027) to carbon contracts for difference appeared only in a listing with an unreliable date and was discarded. The Commission's IF26 page carries no page date and is not cited.

Stack versus system efficiency. Stargate Hydrogen's 48 kWh/kg is a stack-level claim; electrolyser_efficiency is defined as system energy use, so the figure is kept as a movement only.

Sources

  1. KBA, FZ 27 Bestand an Kraftfahrzeugen nach Umwelt-Merkmalen, 1. Juli 2026, sheet FZ 27.8 (Impressum: Veröffentlichung 31. August 2026; sha256 d6a26702fa6f8358…) — Kraftfahrt-Bundesamt, published 2026-08-31, primary, confidence high
  2. KBA, Methodische Erläuterungen zu Statistiken über Fahrzeugzulassungen (FZ), Stand Februar 2024, Begriffsbestimmungen — Kraftfahrt-Bundesamt, published 2024-02-01, primary, confidence high
  3. MITECO, Marco de Acción Nacional para la implantación de una infraestructura para los combustibles alternativos, borrador para consulta (last-modified 2026-09-14; sha256 26887a346f908cef…) — MITECO, published 2026-09-14, primary, confidence medium
  4. Eurostat road_eqs_carpda, passenger cars by type of motor energy, HYD_FCELL (EU27, DE, ES), legal form total, dataset updated 2026-10-06 — Eurostat, published 2026-10-06, primary, confidence high
  5. Eurostat road_eqs_busmot, motor coaches, buses and trolley buses by type of motor energy, HYD_FCELL (EU27, DE, ES), dataset updated 2026-10-06 — Eurostat, published 2026-10-06, primary, confidence high
  6. EAFO, CSV export "Total number of alternative fuelled passenger cars (M1) and vans (N1)", EU27 (chart caption 2008 - 2026 Q2; page 'Data last updated 16 Oct 2026'; fetched with the page's token parameter) — European Alternative Fuels Observatory (European Commission), published 2026-10-16, primary, confidence medium
  7. EAFO, CSV export "Total number of alternative fuelled passenger cars (M1) and vans (N1)", Germany (2008 - 2026 Q2; data last updated 16 Oct 2026) — European Alternative Fuels Observatory (European Commission), published 2026-10-16, primary, confidence medium
  8. EAFO, CSV export "Total number of alternative fuelled passenger cars (M1) and vans (N1)", Spain (2008 - 2026 Q2; data last updated 16 Oct 2026) — European Alternative Fuels Observatory (European Commission), published 2026-10-16, primary, confidence medium
  9. EAFO, CSV export "Total number of alternative fuelled heavy duty trucks (N2&N3)", EU27 (2008 - 2026 Q2; data last updated 16 Oct 2026) — European Alternative Fuels Observatory (European Commission), published 2026-10-16, primary, confidence medium
  10. EAFO, CSV export "Total number of alternative fuelled heavy duty trucks (N2&N3)", Germany (2008 - 2026 Q2; data last updated 16 Oct 2026) — European Alternative Fuels Observatory (European Commission), published 2026-10-16, primary, confidence medium
  11. ANFAC / IDEAUTO, Matriculaciones de vehículos electrificados y de bajas emisiones, septiembre 2026 (data: DGT; sha256 1ce379c4a7fc26f0…) — ANFAC / IDEAUTO, published 2026-10-01, secondary, confidence medium
  12. Eurostat road_eqr_carpda, new passenger cars by type of motor energy, HYD_FCELL (EU27, DE, ES), dataset updated 2026-10-06 — Eurostat, published 2026-10-06, primary, confidence high
  13. Eurostat road_eqr_busmot, new motor coaches, buses and trolley buses by type of motor energy, HYD_FCELL (EU27, DE, ES), dataset updated 2026-10-06 — Eurostat, published 2026-10-06, primary, confidence high
  14. European Hydrogen Observatory, dataset "Hydrogen refuelling stations May2026.xlsx" (publicly accessible and operational stations; dataset page states reference period May 2026; last-modified 2026-07-13; sha256 f1ae4a2b4feb832c…) — European Hydrogen Observatory, published 2026-07-13, primary, confidence high
  15. H2IA moves Connecting the Dots into action as hydrogen truck deployment gains momentum at IAA Transportation — H2 MOBILITY Deutschland (H2.LIVE press), published 2026-09-28, primary, confidence high
  16. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-12 (sha256 5e5642652535b021…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-12, primary, confidence high
  17. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-13 (sha256 5ced602c8a21e01e…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-13, primary, confidence high
  18. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-14 (sha256 895f5c4dbb353ba8…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-14, primary, confidence high
  19. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-15 (sha256 9264c3676d73ed90…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-15, primary, confidence high
  20. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-16 (sha256 d9ecb74e02379292…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-16, primary, confidence high
  21. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-17 (sha256 d2bd40a826a68469…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-17, primary, confidence high
  22. OMIE day-ahead marginal price file marginalpdbc, delivery day 2026-10-18 (sha256 c9d63fd2122bf1b8…, column-checked against INT_PBC_EV_H_1) — OMIE, published 2026-10-18, primary, confidence high
  23. SMARD (Bundesnetzagentur), Großhandelspreis Deutschland/Luxemburg (filter 4169), quarter-hour series, week from 12 October 2026 (last-modified 2026-10-17; sha256 bf4b0f70a0b17e69…) — Bundesnetzagentur | SMARD.de, published 2026-10-17, primary, confidence high
  24. Energy-Charts API, day-ahead price DE-LU, 12 to 18 October 2026 (data from Bundesnetzagentur | SMARD.de, CC BY 4.0; sha256 209d2a568ee7ab8f…) — Fraunhofer ISE Energy-Charts, published 2026-10-18, secondary, confidence high
  25. EU Natural Gas TTF, news stream items of 15, 16 and 19 October 2026 (CFD-tracked levels) — Trading Economics, published 2026-10-19, secondary, confidence low
  26. The Hydrogen Stream: Dutch researchers calculate green H2 costs as low as €7.2/kg — pv magazine, published 2026-10-09, secondary, confidence medium
  27. IF25 Hydrogen Auction (Climate Action, European Commission; page last updated 19 June 2026) — European Commission, DG CLIMA, published 2026-06-19, primary, confidence high
  28. EU publishes draft terms of 4th hydrogen auction — pv magazine, published 2026-07-10, secondary, confidence medium
  29. European Hydrogen Bank (European Hydrogen Observatory policy page, last updated 18 October 2026) — European Hydrogen Observatory (Clean Hydrogen Partnership), published 2026-10-18, secondary, confidence high
  30. Hydrogen production capacity 2024 (Update 2025).xlsx, sheet Aggregated data (file last-modified 29 September 2025) — European Hydrogen Observatory (Clean Hydrogen Partnership), published 2025-09-29, primary, confidence high
  31. Electrolyser manufacturing capacity May2026.xlsx (EU27, EFTA and UK; situation as of May 2026; file last-modified 13 July 2026) — European Hydrogen Observatory (Clean Hydrogen Partnership), published 2026-07-13, primary, confidence high
  32. Nel ASA: Third quarter 2026 financial results — Nel ASA, published 2026-10-15, primary, confidence medium
  33. Nel ASA: Receives purchase order for multiple containerized PEM solutions from a leading U.S. technology customer — Nel ASA, published 2026-10-13, primary, confidence medium
  34. Hydrogen production and consumption projects Dec2025.xlsx (projects in operation or under construction, situation as of December 2025; file last-modified 3 February 2026) — European Hydrogen Observatory (Clean Hydrogen Partnership), published 2026-02-03, primary, confidence high
  35. RWE delivers first hydrogen from flagship German green H2 plant (Hydrogen Europe, other media) — Hydrogen Europe, published 2026-08-04, secondary, confidence medium
  36. Moeve launches construction of the first phase of Europe's largest green hydrogen project (Hydrogen Europe members news) — Hydrogen Europe, published 2026-09-17, secondary, confidence medium
  37. EWE to supply tesa with green hydrogen from Emden project (Hydrogen Europe members news) — Hydrogen Europe, published 2026-10-07, secondary, confidence medium
  38. The Hydrogen Stream: P2X starts selling renewable methane to European markets — pv magazine, published 2026-10-16, secondary, confidence medium
  39. Finland issues first guarantees of origin as green hydrogen-based e-methane enters gas grid (Hydrogen Europe members news) — Hydrogen Europe, published 2026-10-16, secondary, confidence medium
  40. KBA, FZ 28 Neuzulassungen von Kraftfahrzeugen mit alternativem Antrieb, Monatsergebnisse September 2026, sheet FZ 28.1 (Impressum: Veröffentlichung 15. Oktober 2026; sha256 98c868f90f244ca8…) — Kraftfahrt-Bundesamt, published 2026-10-15, primary, confidence high
  41. Elektrolyse für grünen Wasserstoff: Forschung und Patente legen zu, Markthochlauf bleibt herausfordernd (Presseinformation) — Fraunhofer ISI, published 2026-10-15, primary, confidence high
  42. Stargate Hydrogen boosts electrolyser efficiency to 48kWh/kg with new catalyst (Hydrogen Europe members news) — Hydrogen Europe, published 2026-10-15, secondary, confidence medium
  43. NOT READ: Plug Power Inc. Form 8-K exhibit 99.1, business update and Q3 2026 earnings call date (seen only in a search listing, host not reachable) — Plug Power Inc. (SEC EDGAR), published 2026-10-15, primary, confidence low
  44. NOT READ: Hy24 signs agreement to acquire Hynamics from EDF Pulse Ventures (EDF press release; seen only in a search listing, host not reachable) — EDF, published 2026-10-14, primary, confidence low
  45. Nel ASA: Partners with Rheinmetall on its Giga PtX project for decentralized synthetic fuel production — Nel ASA, published 2026-10-13, primary, confidence medium
  46. NOT READ: Verbund und EWE planen 500-MW-Wasserstoff-Projekt (seen only in a search listing, host not reachable) — energy news magazine, published 2026-10-09, secondary, confidence low