Quarterly update 2026

We are hereby sharing the quarterly update for Q1 and Q2 2026, with a look ahead to the second half of the year. In this quarterly update, you will read, among other things:

• The first funding accelerator — a case-driven session with financiers, public instruments and market parties, which clarified where financing gets stuck: cash flow in the initial years, uncertainty about residual value and utilisation, and limited contractual certainty.
• Solution directions for the financing gap — longer term repayment, financing the whole vessel rather than just the powertrain, unlocking additional earning potential, fleet approach and better risk distribution.
• The reference design for the GH2 tank container — in consultation with experts and engineers. The agreements leave energy container manufacturers design freedom, speed up certification, and allow for the pooling of energy containers.
• The plan of approach for charging infrastructure — published, with concrete cases in Zuid-Holland, Gelderland and Overijssel, among other places.
• HERE's the in-setting tool — worked with Topsector Logistics on a predictable ERE value in the business case and on the tool's design.
• Canopy — exploring the valorisation of particulate matter and NOx, with a coalition being formed around the Clean Air Agreement.
• The outlook for Q3 and Q4 — three funding accelerators, finalisation of the reference designs for battery and fuel cell, and the Infrastructure partner meeting on 29 October.