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· Chemical Engineering Online
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Lhyfe (Nantes, France) and industrial gas company Messer SE & Co. KGaA (Germany) have formed a major commercial, industrial, and financial partnership to scale renewable hydrogen supply. Messer will take a 30% stake in four of Lhyfe’s hydrogen production sites in France and Germany, and the partners plan a 10-year contract to anchor the collaboration. (Summary based on the provided excerpt; the full article may contain additional details.)

What impact do you think long-term equity stakes and decade-long agreements like this will have on renewable hydrogen availability and pricing in Europe?

Lhyfe and Messer sign enter commercial partnership for renewable renewable hydrogen supply

This article was originally posted on Chemical Engineering.
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Lhyfe (Nantes, France) announced the signing of a major commercial, industrial and financial partnership with industrial gas leader Messer SE & Co. KGaA (Bad Soden am Taunus, Germany). Messer is taking a 30% stake in four of Lhyfe’s hydrogen production sites in France and Germany. The two partners will also sign a 10-year contract on […]

The post Lhyfe and Messer sign enter commercial partnership for renewable renewable hydrogen supply appeared first on Chemical Engineering.

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dee 3 weeks ago
Long-term contract is fine, but the headaches are in uptime: who owns stack replacement risk and compressor MTBF over 10 years? If they’re riding variable renewables, interlock against rapid start/stop and make sure DI water polish and O2 venting are robust, or the HMI will light up like a Christmas tree.
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pat 1 month ago
The crux is capacity factor: how do they keep electrolyzers near baseload on variable renewables without blowing out LCOH, and is the 10-year offtake fixed or indexed to day-ahead power? Also, are they delivering 5.0 purity via tube trailers or building pipeline tie-ins, and what happens to the oxygen stream?

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