- Analyst Insight

Q2 2026 Earnings Calls: Air Products Reaches Agreement With Yara to Distribute Ammonia from NEOM Project

Air Products has signed a marketing and distribution agreement with global fertilizer giant Yara for the renewable ammonia to be produced at the NEOM Green Hydrogen Company in Saudi Arabia, Air Products CEO Eduardo Menezes said during the company’s quarterly earnings call on July 30. 

- Analyst Insight

Electrolyzers in Place and Operational at ACES Delta Project in Utah

All 40 electrolyzers at the ACES Delta storage hub in Utah have been installed and have operated at 100% load, HydrogenPro, the site’s electrolyzer supplier, said during its Q4 2025 earnings call on February 27. The site, which is nearing completion, will be one of the largest green hydrogen production and storage facilities in the U.S. once operational.

- Analyst Insight

CF Industries Writes Off Green Hydrogen Project, But Says Low-Carbon Ammonia Project is Progressing

CF Industries will not proceed with a 20-MW green hydrogen project at its ammonia complex in Donaldsonville, LA, and will instead take a $51 million write-down, the company said in its Q4 2025 earnings call on February 19. When CF signed the engineering and procurement contract for the project in 2021, it said the green hydrogen produced would enable the producing of 20,000 MT/year of green ammonia.