NLHydrogen finds this disappointing, as the market has long pointed out that these rules do not cover what is needed to scale up. The Commission has recognised this, and the revision was the answer to this discrepancy.

Meanwhile, the market waits. A revision that has been announced but not published is enough on its own to grind FIDs to a halt, as nobody would sign off on a long-term contract when the rules could change within months. The projects that would accelerate the market are precisely the ones that are most affected by this postponement.

We look to the Commission to publish the revision as soon as possible, with a clear timeline. Every month of delay puts Europe’s ambitions on energy security and decarbonisation further out of reach.