Nel ASA Expands its Portfolio with New Submarine PEM Electrolyser Orders
Nel ASA Expands its Portfolio with New Submarine PEM Electrolyser Orders
In a significant development in the hydrogen technology sector, Nel Hydrogen US, a subsidiary of Nel ASA, has announced the acquisition of additional purchase orders from Collins Aerospace. These order acquisitions predominantly involve PEM electrolyser stacks that are integral to submarine life-support systems. The combined value of these newly received orders is estimated at approximately $7 million, contributing to a total of $20 million of submarine-related orders secured in recent weeks.
The recent orders are tied to various naval programs from the United States, United Kingdom, and France. On September 29, 2026, Nel ASA reported a prior purchase order valued at $12 million, boosting its order intake significantly. The completion of all orders is expected during the third quarter of 2026, indicative of robust demand for Nel's advanced PEM technology in defense applications.
Todd Cartwright, the Chief Commercial Officer at Nel, remarked, “These additional orders extend our work across several submarine programs and demonstrate continued demand for our PEM technology.” The power and reliability requirements of submarine life-support systems pose unique challenges, ensuring that only the most resilient technology can be deployed. Tod's comment highlights that Nel’s operating track record and established manufacturing capabilities are well-suited to meet such specialized needs.
The expected delivery timeframe for these additional orders will be throughout 2027 and 2028, ensuring that Wallingford, Connecticut, serves as the production center for these essential technologies. The demand for PEM electrolyser stacks reflects a broader trend in defense that seeks to enhance the reliability and efficiency of life-support systems in submarines, underscoring the critical nature of hydrogen technology in maintaining sustainable operational capabilities.
Nel ASA has a long-standing tradition and expertise in the hydrogen technology field, tracing its roots back to 1927. Its commitment to advancing sustainable solutions within various industries, including transportation, steel, and ammonia, illustrates its pivotal role in fostering a green hydrogen economy. The successful integration of renewable hydrogen production technology remains crucial for diverse sectors aiming for decarbonization. Nel’s recent achievements in the submarine sector portray its upward trajectory and potential in expanding its footprint across other defense-related applications as well.
In conclusion, Nel ASA's recent orders reflect not only a strong demand for PEM electrolyser technology in specialized markets such as defense but also reinforce its position as a leading player in the hydrogen sector. This growth trajectory signals a promising future for Nel Hydrogen as it continues to innovate and secure its market presence.
Topics Energy）
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