EU Energy and Raw Materials Platform webinar - Hydrogen Mechanism’s offtake collection (27/01/2026)

Hydrogen Mechanism Overview

Introduction to the Hydrogen Mechanism

• The hydrogen mechanism is currently in its first round, with future mechanisms on raw materials scheduled for March and April.

• The hydrogen mechanism aims to connect European demand with both European and international supply while supporting infrastructure development for hydrogen and its derivatives.

Scope of the Hydrogen Mechanism

• The initiative covers not only hydrogen but also derivatives like methanol, ammonia, eSAF, and e-methane.

• It emphasizes both renewable and low-carbon sources of hydrogen.

Current Status of Supply Offers

Submission Phases

• Supply offers submission ended on January 2nd; there was significant interest leading up to this deadline.

• The second phase involves expressing interest from the offtake side, which started on January 19th and will continue until March 20th.

Important Deadlines

• Interested parties must subscribe by February 28th to ensure their registration is processed before the end of the expression phase.

• Late submissions may not be guaranteed processing due to time constraints in reviewing documents.

Results from Phase One

Data Presentation Caveats

• Results presented are based solely on self-reported data from registered entities; no company names will be disclosed for confidentiality.

• Advanced projects are defined as those at or beyond Final Investment Decision (FID), including operational or under-construction projects.

Key Statistics

• Over 140 companies successfully registered, submitting a total of 265 projects; however, many interested companies could not qualify under existing rules.

• Approximately 15% of these projects are classified as advanced, equating to nearly 40 out of the total submitted projects.

Geographical Distribution of Projects

Global Participation

• Projects originate from various regions including Europe, Asia, Australia, South America, Africa, and North America.

Focus on European Union Delivery Locations

• Potential suppliers have selected delivery locations across 20 EU member states out of a total of 27.

Overview of Hydrogen Supply Projects in Europe

Coverage of European Regions

• The discussion covers 160 out of 244 regions in the EU, defined by the NUTS classification used by the European Commission.

• These regions include both member states and smaller territories, indicating a significant coverage beyond 50%.

• A total of 57 seaports and 25 airports have been identified as potential delivery points for hydrogen supply.

Potential Supply Volumes by 2030

• Projects are categorized based on maturity: feasibility stage (5.4 million tons/year), front-end engineering and design (almost 10 million tons/year), and projects already at FID or under construction (23 million tons).

• The total snapshot indicates over 17 million tons of hydrogen supply potential, with a majority being renewable hydrogen derivatives.

• Low-carbon hydrogen volumes are significantly smaller compared to renewable options, highlighting a strong focus on sustainability.

Opportunities for Offtakers

• There is an emphasis on available volumes for all levels of development; whether short-term or long-term needs can be met through various projects on the platform.

• More than half of the projects provide price indications, which can aid strategic planning for interested parties. This includes non-binding figures that help gauge market entry strategies.

Project Types and Offerings

• For projects targeting a 2035 horizon, there is a notable focus on renewable ammonia as a primary derivative product alongside other alternatives like methanol and SAF (Sustainable Aviation Fuel).

• Participants are encouraged to register to access detailed project offerings tailored to their corporate strategies, ensuring diverse opportunities across different derivatives.

Hydrogen Ecosystem: Opportunities for Financial Institutions

Overview of Project Submissions

• 155 projects have agreed to share their submissions with financial institutions, providing banks an opportunity to support project promoters in the hydrogen ecosystem.

• Financial institutions can gain insights into market needs and identify new business opportunities by accessing these submissions.

Importance of Registration

• The presentation aims to explain the benefits of registration for both offtakers and financial institutions, detailing how to participate effectively.

• A Q&A session will follow the presentation to address any clarifications needed by participants.

Presentation Availability

• A version of the PowerPoint presentation will be shared, but it may not include all elements discussed. The session is recorded for later access.

• Clarification on project counts: 265 projects represent signals from companies rather than bids or individual companies.

Key Dates for Participation

• Offtakters must register before February 28th and express interest by March 20th at midnight.

• Suppliers' phase has closed; currently, only offtakers can access information sheets until March 20th.

Accessing Supply Offers

• There is significant interest in supply offers across Europe, which can be browsed on the platform.

• Offtakters are encouraged to express interest in supply offers as it grants full access while maintaining control over shared information.

Recommendations for Offtakters

• Utilize the aggregation feature to group relevant supply offers based on product profiles and development levels.

• Follow a three-step process: consult supply offers, create aggregations, and express interest accordingly.

Navigating the Platform

• Upon logging in, users will see a list of supply offers alongside a geographical map and filtering options to streamline their search.

Project Aggregation and Expression of Interest Process

Tailoring Filters for Project Needs

• Users can apply various filters to customize project selections based on company needs, product types, delivery locations, and project statuses.

• A small rectangular section provides a brief overview of submissions; clicking it reveals more detailed information about the submission type and status.

Understanding Submission Details

• The upper section reiterates basic submission details while the middle part highlights the exhaustiveness of supplier information, including price indications.

• The final part presents volume data projected until 2050 related to the submission. Users can aggregate similar products for better analysis.

Modifying Aggregations

• Users can create and modify aggregations until March 20th by naming them appropriately for sharing with potential partners.

Expressing Interest in Offers

• After reviewing offers and creating aggregations, users can express interest through a designated button in the interface.

• To express interest, users must submit their own project information via a form that includes details like pricing preferences and delivery locations.

Information Requirements for Submissions

• Required information includes project name, status, description, maximum capacity, sector details, and permitting status—similar to what suppliers provide.

• Off-takers may use one project across multiple submissions or create several projects on behalf of subsidiaries.

Product Volume Specifications

• Off-takers can only express interest in products matching supply offers; they may indicate interest in different products across various offers.

• There are seven renewable low-carbon products available on the platform. Volumes expressed are measured in tons per year with options for discontinuous consumption profiles.

Delivery Location Strategies

• Suppliers may adopt varied strategies regarding delivery locations—ranging from specific addresses to broader regional designations—and can list up to five locations per offer.

• Common strategies include multiple submissions covering different delivery areas or types to facilitate discussions with off-takers.

Supplier Delivery Process Overview

Expressing Interest in Deliveries

• Participants can express interest in delivery locations using the "copy all suppliers deliveries" button, which serves as a basis for discussion and is non-binding. This can be modified until March 24th.

• There are no consequences for expressing interest in multiple submissions from the same supplier; participants are encouraged to do so if they have flexibility regarding delivery locations.

• To access supplier information during the results phase, participants must express their interest beforehand. This step is crucial for engagement with potential suppliers.

Presentation Access and Results Timeline

• A participant raised a concern about not seeing the presentation; it was deemed an isolated issue, and reconnecting to WebEx was suggested as a solution.

• Links to access the platform will be provided at the end of the presentation, including options to subscribe to newsletters for updates.

• The results for both suppliers and takers will be released simultaneously on March 31st, allowing registered participants to consult their outcomes directly.

Managing Contacts and Information

• Participants can manage contacts through the platform by assigning statuses and making notes related to different offers or companies they engage with. This feature aids in tracking interactions effectively.

• Results remain accessible indefinitely; they are not erased after new rounds begin, allowing users to maintain an archive of their activities within the platform.

Key Participation Insights

• Submissions made by participants are non-binding; expressing interest does not create any rights or obligations, minimizing risk associated with participation. Thus, there’s no reason not to engage actively in this process.

• Matches between parties do not impose automatic interactions; participants retain full control over whether they wish to respond or ignore contact attempts from others involved in matches.

Support Resources Available

• An extensive user guide is available that is regularly updated based on user inquiries; consulting this resource is recommended for troubleshooting common issues encountered on the platform.

• For technical support, there’s a dedicated contact button on the dashboard that connects users with specialized contractors who handle such queries efficiently.

Conclusion Before Q&A Session

• The platform presents a valuable opportunity without risks associated with registration or responding to supply offers; significant participation has been noted with over 260 projects collected thus far.

This structured overview encapsulates key points discussed during the session while providing timestamps for easy reference back to specific parts of the transcript.