- 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. 

- Blog

Harness Your Hopes - How and Where Will U.S. Low-Carbon-Intensity Hydrogen Expand?

Given the frothy targets to reduce U.S. carbon emissions set by the 2016 Paris Agreement and an anticipated expanding role in that process for low-carbon-intensity (LCI) hydrogen that is barely being produced in 2024, it’s hard to believe there’s a path forward. Yet one recent study from industry participants in the National Petroleum Council (NPC), commissioned by the Department of Energy (DOE), provides detailed projections of how and where LCI hydrogen will develop, including regional variations. In today’s RBN blog we review that analysis.