ITM Power (AIM:ITM) announced that green hydrogen produced at RWE's electrolysis plant in Lingen, Germany, has been successfully delivered to a customer for the first time.
The hydrogen travelled roughly 120km of pipeline infrastructure to Evonik's chemical park in Marl as part of the GET H2 Nukleus project's commissioning process.
ITM Power, the Sheffield-based maker of proton exchange membrane (PEM) electrolysers, is delivering two 100MW plants at Lingen alongside Linde Engineering for RWE. The milestone links large-scale hydrogen production, transport and industrial offtake in what the company describes as one of Europe's first operational hydrogen value chains.
"This is a landmark achievement for the hydrogen industry and a proud moment for ITM Power," said chief executive Dennis Schulz, adding that the project "demonstrates the maturity of large-scale PEM electrolysis".
The Lingen facility is progressing toward full commercial operation at 200MW, with ITM Power saying it will continue supporting the ramp-up phase.
News Intelligence what this means for the company
ITM Power's PEM electrolysers have delivered green hydrogen from RWE's Lingen plant to an industrial customer for the first time, completing a 120km pipeline link to Evonik's Marl chemical park. This validates the company's technology at scale—the facility is ramping toward 200MW commercial operation—and demonstrates an integrated hydrogen value chain (production, transport, industrial offtake) that the company positions as rare in Europe. The milestone matters because it moves ITM Power from equipment supplier to proven participant in a live, multi-party hydrogen ecosystem.
- RWE and Evonik are now operationally dependent on ITM Power's electrolyser performance and reliability during the ramp-up phase; any technical setback or delay in reaching full 200MW capacity could ripple across both partners' hydrogen strategies.
- The GET H2 Nukleus project's success—linking production, transport, and industrial demand—may strengthen the case for similar integrated hydrogen hubs elsewhere in Europe, potentially creating a template for future ITM Power deployments.
This is a proof-of-concept milestone, not a revenue event: the story does not disclose whether Evonik is purchasing hydrogen at commercial rates or whether Lingen is yet profitable. However, it removes a material execution risk—that ITM Power's technology would fail to integrate into a real industrial chain—and provides a reference site for future customer conversations as the company scales.
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