On April 16, 2026, Hyundai Hydrogen Mobility Fuel Cell System (Guangzhou) Co., Ltd. (HTWO Guangzhou) and GAC Lingcheng New Energy Commercial Vehicle Co., Ltd. officially signed a strategic cooperation memorandum of understanding. The two parties will closely align with the national hydrogen energy industry development plan, engaging in in-depth cooperation in areas such as joint R&D of hydrogen commercial vehicles, demonstration operations, and market promotion, working together to build a green and low-carbon transportation system and support the high-quality development of the hydrogen energy industry cluster in the Guangdong-Hong Kong-Macao Greater Bay Area. Currently, multiple national ministries and commissions are advancing comprehensive hydrogen energy application pilot demonstrations, and Guangzhou has also concurrently issued relevant "15th Five-Year" infrastructure plans, ushering in a policy window for the commercialization of hydrogen energy in transportation. As Hyundai Motor Group's first entire industry chain base for fuel cell systems outside China, HTWO Guangzhou possesses globally leading core fuel cell technologies. GAC Lingcheng, leveraging the industrial advantages of GAC Group, is deeply engaged in the R&D and manufacturing of new energy commercial vehicles and serves as a core entity in the new energy transformation of domestic commercial vehicles. This strategic cooperation between the two parties represents a powerful alliance of industry chain leaders, an important strategic move that aligns with policy direction and integrates advantages in technology and vehicle manufacturing. At the signing and exchange meeting, Choi Doo-ha, General Manager of HTWO Guangzhou, stated that the development of the hydrogen energy industry requires collaborative efforts across the entire industry chain. The enterprise will adhere to the development philosophy of "In China, For China, To the World," integrating internationally advanced fuel cell technologies into the local industrial ecosystem. Through this cooperation, the company aims to accelerate technology implementation, promote the large-scale popularization of hydrogen commercial vehicles, and empower regional green transportation development. Xia Qiang, Party Committee Secretary of GAC Lingcheng, noted that hydrogen energy is the company's core technology pathway for commercial vehicle new energy transformation. Leveraging HTWO Guangzhou's technological advantages in fuel cell systems and combining them with its own vehicle R&D and manufacturing capabilities, the two parties will jointly tackle industry pain points, improve vehicle operation and supporting systems, support the clustered development of Guangzhou's hydrogen energy industry, and achieve mutual benefit. According to the cooperation plan, the two parties will conduct joint development of hydrogen commercial vehicles, integrating HTWO Guangzhou's fuel cell system technology with GAC Lingcheng's vehicle integration and manufacturing capabilities to create zero-emission hydrogen commercial vehicles adapted to multiple application scenarios such as long-haul logistics and urban sanitation transportation , comprehensively enhancing vehicle reliability and operational cost-effectiveness. Meanwhile, vehicle demonstration operations will be launched with Guangzhou as the core to accumulate operational data, optimize product performance, and seize policy opportunities from the fuel cell vehicle demonstration city cluster program, gradually advancing hydrogen commercial vehicles from pilot demonstrations toward market-oriented and large-scale commercial operations. The signing of this strategic cooperation memorandum of understanding marks a key milestone for HTWO Guangzhou in deepening its presence in the local hydrogen energy market and expanding application scenarios. Going forward, the two parties will continue to deepen industry chain collaboration, accelerate the commercialization of technological achievements, improve the hydrogen commercial vehicle application ecosystem, and help Guangzhou become a benchmark for hydrogen energy industry development in China, leveraging the hydrogen energy transformation in the transportation sector to drive low-carbon energy reform and the realization of the "dual carbon" goals.

On February 25, BMW Group Chairman Oliver Zipse accompanied German Chancellor Friedrich Merz on a visit to China. During the visit, BMW Group and Contemporary Amperex Technology Co., Limited (CATL) signed a cooperation memorandum of understanding in Beijing, aimed at promoting collaborative carbon reduction in the power battery supply chain, thereby systematically reducing the carbon footprint of electric vehicles.

CATL, Schroders Greencoat, and Lochpine Capital, both under Schroders Group in the UK, jointly signed a strategic cooperation memorandum of understanding. The three parties will collaborate to explore and develop battery energy storage projects in Europe and carry out related investment activities. Under the framework of the memorandum, CATL will participate in the cooperation as a battery supplier.

According to reports, Kazakhstan has formally signed a tripartite cooperation memorandum with the US-based Open Element company and South Korea's Hands company, finalising the construction project of the country's first modern aluminum wheel manufacturing plant. This marks a critical step in the transformation of Kazakhstan's automotive parts industry toward high-end and localised production, and also serves as a significant milestone in deepening its international industrial cooperation and strengthening its industrial capabilities. The project is led by Kazakhstan's leading domestic automaker, Astana Motor Company, in collaboration with Open Element from the US and Hands from South Korea.

Capacity side, the domestic alkaline electrolyzer market maintained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. No offline public delivery information was available this week. Electrolyzer project updates: Yulin Institute of Clean Energy Innovation, Chinese Academy of Sciences : The institute issued a tender for the procurement of megawatt-scale alkaline electrolyzers and hydrogen-oxygen separation and purification modules. The procurement includes megawatt-scale alkaline electrolyzers and hydrogen-oxygen separation and purification equipment, with a budget of 3.18 million yuan. The equipment will be used for a hydrogen production project from coal chemical wastewater coupled with freshwater production. It is understood that Dalian Chemical Engineering Design Institute Co., Ltd. previously won the bid for the project design. Inner Mongolia Green Hydrogen Steel Union Technology Co., Ltd.: The company announced the winning bidder for the civil engineering part of Sections 1 and 2 of the construction project for the full green steel production line integrating green electricity-green hydrogen shaft furnace reduction-electric furnace short process. It is understood that both sections were won by China Railway Construction Bridge Engineering Bureau Group Fourth Engineering Co., Ltd. (including consortium partner: Tianjin Tianhengda Environmental Protection Engineering Co., Ltd.). Shanghai Reshaping Energy Group Co., Ltd. : Reshaping Energy and China MCC5 Group Corp., Ltd. recently formally partnered by signing a cooperation agreement, establishing a comprehensive partnership. Additionally, both parties jointly signed a cooperation memorandum for the Ningxia Sun Mountain Integrated Wind-Solar-Hydrogen-Methanol Project. Moving forward, the two parties will collaborate to promote the construction of hydrogen production projects using wind and solar renewable energy, and coordinate with relevant parties to advance the construction of green methanol synthesis projects, aiming to create a benchmark "green electricity-green hydrogen-green methanol" industry chain project in north-west China. SPIC : The list of prospective winning bidders for the 99th centralized tender in 2025 (Jilin Power Share Lishu Wind-Solar Green Hydrogen Production and Biomass Coupled Green Methanol Project PEM Water Electrolysis Hydrogen Production Equipment) was announced. The first prospective winning bidder: Changchun Green Dynamic Hydrogen Energy Technology Co., Ltd., with a bid price of 30.88 million yuan; the second prospective winning bidder: Shaanxi Xingran Technology Co., Ltd., with a bid price of 36.4265 million yuan. It is understood that the Jilin Power Share Lishu Wind-Solar Green Hydrogen Production and Biomass Coupled Green Methanol Project is located in Siping City, Jilin Province, and plans to construct one set of 2000 Nm³/h PEM water electrolysis hydrogen production system, with a PEM hydrogen production scale of 2000 Nm³/h. The project is scheduled to start construction in August 2025, with a total planned duration of 22 months. The tender scope includes the PEM water electrolysis hydrogen production system and auxiliary systems, including but not limited to 4 PEM hydrogen production electrolyzers each with a measured hydrogen production rate of 500 Nm³/h under rated conditions, one set of 2000 Nm³/h hydrogen purification skid, and 4 sets of IGBT rectifiers. Windey Energy Technology Group Co., Ltd.: The tender for the biomass gasification process package and technical services for the first phase of the Handan Biomass Green Methanol Project was released. The project's main entity is Windey Energy Technology Group Co., Ltd. It is understood that the project primarily adopts the biomass pressurized bubbling fluidized bed gasification process. The scope of the process package extends from the atmospheric raw material receiving hopper of the gasification framework to the outlet of the syngas scrubber, includes the ash and slag discharge unit, and involves the discharge of wastewater after ammonia stripping treatment. Goldwind Green Chemical (Xing'an League) Co., Ltd.: The acceptance of the environmental impact assessment documents for the Goldwind Xing'an League Green Hydrogen to Green Methanol (Phase II) Project was announced. It is understood that the project has a total investment of 1.2 billion yuan, with a planned construction period from December 2025 to December 2027. The construction scale and content include primarily building main production facilities such as biomass gasification and methanol synthesis and distillation, along with supporting public and auxiliary utilities, aiming for an annual production of 600,000 mt of green methanol. Zhongneng Yida (Hebei) New Energy Co., Ltd.: The EPC general contracting tender announcement (second call) for the new 400,000 mt/year sustainable aviation fuel hydrogenation project. It is understood that the project covers an area of approximately 230 mu. The construction project includes a 400,000 mt/year sustainable aviation fuel hydrogenation unit, supporting hydrogen production facilities with a capacity of 30,000 Nm³/h, a sulfur recovery combined unit, and main supporting utilities. The primary raw materials are gutter oil, acidified oil, fatty acid methyl ester, and waste animal and vegetable oils, used to produce biodiesel, bio-naphtha, bio-jet fuel, and other products, with by-products including dry gas, bio-liquefied petroleum gas, and sulfur. The annual production volumes are bio-jet fuel (315,700 mt), bio-naphtha (21,000 mt), biodiesel (maximum daily production of 340,800 mt), and other by-products: dry gas (7,900 mt), bio-liquefied petroleum gas (19,500 mt), and sulfur (72 mt). Inner Mongolia Hydroelectric Technology Co., Ltd.: Its Dalad Banner Grid-Side (Incremental Distribution Network) Standalone Energy Storage Demonstration Project has completed the modification filing. The project construction content is now modified as follows: The total project investment is 153.332 million yuan, funded from two sources: self-owned funds of 45.9996 million yuan and a bank loan of 107.3324 million yuan. Regarding construction content and scale, the total energy storage capacity is set at 2 MW/4 MWh, adopting a pure hydrogen energy storage solution. Specifically, the hydrogen energy storage system encompasses three major segments: water electrolysis for hydrogen production, energy storage, and hydrogen fuel cell power generation. It is configured with 12 sets of 1,000 Nm³ alkaline electrolyzers, 2 sets of 1 MW hydrogen fuel cell power generation systems, and a 90,000 Nm³ hydrogen storage system. Each electrolyzer unit consists of the electrolyzer body, purification framework, gas-liquid separation device, and power supply and electrical control system. Each 1MW hydrogen fuel cell power generation system uses 16 proton exchange membrane fuel cell modules, each with a rated power of 100KW, as the core energy supply units. The hydrogen storage system comprises a spherical tank hydrogen storage system with a capacity of 2,000 cubic meters and a pressure of 1.6 MPa, requiring a total of three hydrogen storage tanks. Jinfeng Green Energy Chemical (Xing'an League) Co., Ltd. : Jinfeng Xing'an League Green Hydrogen to Green Methanol (Phase III) Project has been filed. Construction Location: Xing'an League - Ulanhot City - Xing'an League Economic and Technological Development Zone. Total Investment: 2.3 billion yuan, including self-owned funds: 460 million yuan, and bank loan application: 1.84 billion yuan. Planned Construction Period: May 2026 to May 2028. Construction Scale and Content: Mainly involves building key production facilities such as biomass gasification and methanol synthesis and distillation, along with supporting public and auxiliary facilities, with an annual output of 725,000 mt of green methanol. Shanghai Electric Power Station Group: Successfully won the bid for Section 1 of the EPC project for the Lanzhou New Area 100,000 mt/year Biomass Green Methanol Project (Phase I), and will provide key technologies, core equipment, and EPC turnkey services. Previously, Shanghai Electric had successfully verified its self-developed entire industry chain technology system for "green electricity coupled with biomass gasification to produce green methanol" in the Jilin Taonan Green Methanol Integrated Demonstration Project. Policy Review 1. The Gansu Provincial Development and Reform Commission, Gansu Provincial Department of Industry and Information Technology, and Gansu Provincial Energy Bureau issued the "Gansu Provincial Zero-Carbon Park Construction Plan." The document points out that organic integration of solar, wind, geothermal, and air energy should be used for direct building energy supply; relying on technologies such as wind and solar power plus energy storage and hydrogen microgrids, heat pumps, and molten salt thermal storage, the park's multi-energy conversion and mutual utilization of "electricity, heat, cooling, steam, and hydrogen" should be enhanced. Vigorously develop green and low-carbon emerging industries. Promote breakthroughs in core technologies for wind, solar, and energy storage equipment, improve the localization rate of new energy equipment, and build a new energy equipment industry chain driven by a "high proportion of green electricity." Support the construction of projects for the wind and solar power coupled green hydrogen production and hydrogen energy storage industry chain, advance the integrated development of "green hydrogen production, storage, transportation, refueling, and utilization," and create a "wind-solar-hydrogen-methanol-ammonia" zero-carbon industry chain. Guide the coordinated development of computing power projects and clean energy layout, increase the proportion of green electricity supply for data centers, and build a "computing power + green electricity" digital economy industry chain. 2. The Jilin Provincial Energy Bureau issued the "Jilin Province Green Electricity Direct Connection Project Development and Construction Implementation Plan (Trial)" (Draft for Comments).. The document indicates that new load projects can carry out green electricity direct connection, with key support for hydrogen-based green energy (green hydrogen, green hydrogen to green ammonia, green hydrogen to green methanol, green hydrogen to sustainable aviation fuel, etc.), steel metallurgy, computing (data) centers, automotive manufacturing, and other industries. Electricity consumption projects that have not been registered with the power grid enterprise (including expansion parts of existing loads), electricity consumption projects that have been registered but whose supporting power grid projects have not yet commenced construction, and existing projects agreed upon through consultation with the power grid enterprise are all considered as new loads. In principle, new loads (including expansion parts of existing loads) and existing loads should not establish direct electrical connections. 3. The European Commission approved a €4 billion special fund for electrolyzers, providing a 30% subsidy on equipment costs for projects with an annual capacity of ≥500 MW, and set a 2030 efficiency target for green hydrogen project electrolyzers of ≥60% (LHV basis). Enterprise Dynamics Shanghai Qingluan Energy Co., Ltd. : Shanghai Qingluan Energy Co., Ltd. was established, with legal representative Li Kun and registered capital of 5 million yuan. Its main business includes the manufacturing and sales of gas and liquid separation and purification equipment. The company is 100% owned by Shanghai Qingluan Technology Co., Ltd. Xinjiang Zhiling Hydrogen Equipment Manufacturing Co., Ltd. : The launch ceremony for the delivery and experience event of hydrogen energy buses, jointly organized with Skywell New Energy Automobile Group Co., Ltd., was held at the Guangbao Guangzhou Technology Park in Huangpu District, Guangzhou. Following the successive winning of related projects in November and December last year, HTWO Guangzhou, in collaboration with Skywell Group, delivered 249 hydrogen fuel cell buses in bulk to Guangzhou Bus Group. Shaanxi Hydrogen Energy Industry Development Co., Ltd. : Signed a strategic cooperation framework agreement with the Baoji Municipal Government. The Baoji Municipal Government will take this signing as an opportunity to provide comprehensive support for project construction, fully promote project implementation and effectiveness, and ensure smooth project advancement with high-quality services. Zhongtian Hua Hydrogen Co., Ltd.: Successfully won a bid for an overseas hydrogen valley project, achieving a "zero breakthrough" in overseas business, marking substantial progress in its internationalization strategy. Hubei Intelli Electric Co., Ltd. : Successfully delivered several sets of large containerized power supply systems, all of which will be used for a shore power project. HydrogenT Energy Group: Its "Fuel Cell Engine (TK-300)" project successfully passed the certification for Shanghai High-Tech Achievement Transformation Project and received an A-grade evaluation. Weishi Energy Technology Co., Ltd.: In collaboration with Yutong Light Truck, completed a series of multi-dimensional, complex working condition vehicle-level verifications, comprehensively validating the reliability and environmental adaptability of Weishi Energy's 80 kW hydrogen fuel cell system under complex environments such as low temperature, high altitude, transient load, emergency stop, and steep slopes. The Hong Kong and China Gas Company Limited (Towngas): Signed a memorandum of cooperation with Sinopec (Hong Kong) Limited (Sinopec Hong Kong) and Sinopec Star Petroleum Co., Ltd. (Sinopec Star), establishing a strategic partnership to engage in in-depth cooperation on clean energy, including hydrogen, green methanol, and sustainable aviation fuel (SAF). Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing ceramic-based anion exchange membranes with a laboratory test lifespan reaching 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprints/Technical Specifications 1. The team led by Liu Qingju at Yunnan University constructed a superwetting Pt/NF@CF graded heterojunction electrocatalyst for low-energy, high-efficiency hydrogen production. 2. Hunan Normal University and Central South University's AM team revealed the compressive strain and oxygen vacancy effects of iridium oxide in proton exchange membrane water electrolyzers. 3. The relevant research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Electrical Engineering Materials at Xi’an Jiaotong University successfully developed a Ru/Ti3C2Ox@NF bifunctional seawater electrolysis electrocatalyst. 4. The group standard "Technical Specification for Wind and Solar Power Green Electricity Coupling Electrolysis Hydrogen Production" (No. T/CIEP 0272—2025) was released and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100kW-class PEM electrolyzer hydrogen production multi-field coupling test equipment. 5. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layers (HP-PTL) for proton exchange membrane (PEM) electrolysis.

【SMM Hydrogen Energy Flash】On February 9, Reform Energy and MCC Wuye Group Co., Ltd. officially joined hands and signed a cooperation agreement, establishing a comprehensive strategic partnership. Meanwhile, the two parties also jointly inked a cooperation memorandum for the Ningxia Solar Mountain Wind-Solar-Hydrogen-Methanol Integrated Project. Moving forward, both sides will jointly push forward the construction of wind and solar renewable energy-based hydrogen production projects, and collaborate with relevant stakeholders to promote the development of green methanol synthesis projects, jointly building a benchmark project for the "green power-green hydrogen-green methanol" industrial chain in Northwest China.

[REPT Battero and Hyosung Heavy Industries Sign MOU on Energy Storage Cooperation] On May 27, REPT Battero and Hyosung Heavy Industries of South Korea signed a strategic cooperation memorandum in Seoul to collaborate in the field of battery energy storage systems (BESS). REPT Battero will supply 2.5 GWh of energy storage products, including battery cells, modules, and DC containers, and provide technical support. Hyosung Heavy Industries will be responsible for global promotion and certification. Both parties expect to enhance their positions in the global energy storage market through this cooperation and jointly promote energy transition.

US non-farm payrolls increased by 177,000 in April, compared to an estimated increase of 138,000 and a prior increase of 228,000. The March data was revised downward. The unemployment rate remained unchanged at 4.2%. The country will continue to increase central fiscal funding to support local and industry efforts in constructing a number of foundational, public-interest, and long-term data infrastructure projects. It will effectively utilize ultra-long-term special treasury bond funds to accelerate the construction of the national data infrastructure architecture. Looking ahead to the "15th Five-Year Plan" period, it will expedite the formulation of a national data infrastructure plan.

Recently, the Iraqi government signed several energy cooperation memorandums of understanding (MoUs), aiming to advance the construction of power generation projects with a total installed capacity of 27 gigawatts (GW), covering both gas and renewable energy generation. Iraqi Prime Minister Sudani attended the signing ceremony. Among these, according to a statement released by the Prime Minister's Media Office, Iraq signed an MoU with GE Vernova, an energy company under General Electric (GE), to promote the construction of a combined-cycle gas turbine power plant with a total installed capacity of 24 GW. According to the statement, this will become the largest and most modern power generation project in Iraq's history and may receive external financing from the World Bank. Another MoU was signed with UGT Renewable Group, a US-based company focused on clean energy solutions. The agreement focuses on the renewable energy sector, planning to build a 3,000-megawatt (3 GW) solar power project in Iraq, accompanied by a 500-megawatt-hour battery energy storage system (BESS). In addition, the agreement also covers the modernization of power transmission and distribution lines, the construction of up to 1,000 kilometers of high-voltage direct current (HVDC) transmission lines, and a two-year plan for technology transfer, training, operation, and maintenance. According to the official statement, the project will receive financial support from the US Export-Import Bank, UK Export Finance, and J.P. Morgan, with J.P. Morgan serving as the lead coordinator. These two collaborations are expected to significantly improve Iraq's domestic power supply structure, enhance energy security, and drive its energy system towards greater efficiency and sustainability. Additionally, the Federation of Iraqi Chambers of Commerce and the US Chamber of Commerce signed an MoU aimed at strengthening bilateral economic cooperation. It is reported that the MoU includes nine clauses, including expanding exchanges between Iraqi and US enterprises, organizations, and businessmen, further promoting existing economic, scientific, and technological cooperation, and focusing on the development of cooperation between small and medium-sized enterprises in both countries.

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