Nel ASA secures additional orders for submarine PEM electrolyser stacks
Published by Olivia Smith,
Editorial Assistant
Global Hydrogen Review,
In aggregate, the newly received orders related to US, UK, and French naval programmes have a value of approximately US$7 million. Together with the US$12 million purchase order announced on September 29 2026, and additional smaller orders received in September, Nel's submarine-related order intake from Collins Aerospace totals approximately US$20 million. All orders will be booked as order intake in the 3Q26.
“These additional orders extend our work across several submarine programs and demonstrate continued demand for our PEM technology,” stated Todd Cartwright, Nel’s Chief Commercial Officer. “Submarine life-support systems impose demanding requirements for reliability and product lifetime. Our operating track record and established manufacturing capabilities position us well to serve this specialised market.”
Deliveries under the additional orders are expected during 2027 and 2028, and the stacks will be manufactured at Nel’s facility in Wallingford, Connecticut, USA.
Read the article online at: https://www.globalhydrogenreview.com/hydrogen/05102026/nel-asa-secures-additional-orders-for-submarine-pem-electrolyser-stacks/