Lhyfe has expanded one of Europe’s largest bulk green hydrogen logistics fleets, adding 10 new Hexagon Purus containers as it seeks to strengthen production, transport and storage capacity across a market still constrained by cost, infrastructure gaps and uneven demand.

The Nantes-based producer now operates 84 Type IV tube trailers dedicated to hydrogen transport, a fleet serving its production sites, partner locations, storage facilities and transport partners. The network helped the company exceed 1,000 deliveries in 2025 and supply green hydrogen to customers across nine European countries, underlining the growing importance of logistics in a sector where production capacity alone is no longer enough to secure commercial growth.

The latest fleet expansion comes as Lhyfe attempts to convert early-mover status into scale. The company has built its model around decentralised production of renewable hydrogen through water electrolysis, supported by mobile delivery assets that can reach industrial and mobility customers before pipeline networks and large import corridors are fully developed. Its containers are designed for high-pressure gaseous hydrogen transport, enabling deliveries to refuelling stations, factories, research centres and storage points.

Lhyfe’s operational base has grown sharply since it commissioned its first industrial-scale green hydrogen production site in western France in 2021, a facility connected to a wind farm. It followed that with an offshore hydrogen pilot platform in 2022 and additional production units in France and Germany. Four production sites have received RFNBO certification, the European Union standard for renewable fuels of non-biological origin, giving the company a stronger position among customers seeking traceable low-carbon supply.

The company reported annual revenue of about €10 million for 2025, roughly double the previous year, while its customer base expanded by around 60 per cent. Installed production capacity stands at about 22 MW, with a planned 70 per cent increase during 2026 as new and expanded sites move forward. The figures remain modest compared with Europe’s long-term hydrogen targets, but they show that parts of the market are moving from pilot projects to repeat commercial deliveries.

Lhyfe’s customer pipeline also reflects a shift in demand. Mobility remains important, especially heavy transport and hydrogen refuelling infrastructure, but industrial and technology customers are taking a larger role. BMW Group has selected Lhyfe to supply green hydrogen to its Steyr research and development centre in Austria, where fuel cell systems are being prepared for future hydrogen propulsion applications. The Steyr site is expected to support production of third-generation hydrogen systems from 2028.

The company has also deepened activity in Germany, where industrial demand and public policy support have made hydrogen a strategic energy priority. A partnership with STRABAG is intended to support green hydrogen use in construction and related industrial applications. A separate multi-year agreement with Hyliko extends supply for hydrogen refuelling infrastructure, including a station planned in the Paris region.

Europe’s hydrogen market remains at an early and uneven stage. Renewable hydrogen is central to plans for decarbonising sectors that cannot easily rely on direct electrification, including steel, chemicals, fertilisers, heavy road transport, shipping fuels and some refinery uses. The EU’s RFNBO rules have increased clarity over what qualifies as renewable hydrogen, but developers still face high electricity costs, permitting delays, limited storage, a shortage of offtake contracts and uncertainty over how fast customers will switch from fossil-based hydrogen or diesel.

Transport logistics are a central bottleneck. Dedicated hydrogen pipelines remain limited, while many potential customers need smaller, reliable volumes before committing to larger installations. That has made tube trailers and storage hubs a bridge technology for companies seeking to build demand ahead of large-scale infrastructure. Lhyfe’s investment in containers signals a bet that distributed supply will remain important even as Europe develops import terminals, industrial clusters and national hydrogen backbones.

The economics are still difficult. Green hydrogen produced in Europe remains more expensive than grey hydrogen made from natural gas, and the cost gap has narrowed only gradually despite cheaper renewable power and improving electrolyser technology. Buyers often need regulatory incentives, carbon-price exposure or strategic decarbonisation commitments to justify switching. Safety, certification and delivery reliability are also decisive, particularly for mobility networks and industrial users operating around the clock.