Lhyfe signs protocol with Perpetual Next to study approximately 12,000 tonnes of hydrogen per year
On October 5, 2026, Lhyfe announced that one of its subsidiaries had signed a memorandum of understanding with Perpetual Next to study a long-term supply of renewable hydrogen at Delfzijl, in the Netherlands. This document does not yet constitute a supply agreement: it opens an evaluation phase between two industrial projects developed within the same Groningen chemical cluster.
An integration study between two neighboring projects at Delfzijl
The memorandum of understanding was concluded between Perpetual Next, a sustainable raw materials producer, and Lhyfe Delfzijl, a Lhyfe subsidiary listed on Euronext Growth. It aims to study the potential supply of renewable hydrogen to DeltaNor, Perpetual Next's future biomethanol production facility at Delfzijl.
The hydrogen would come from the production site that Lhyfe plans to build in the same location. According to the press release, renewable hydrogen, in addition to hydrogen naturally present in synthesis gas from biomass, can enable the conversion of a larger share of biogenic carbon into biomethanol and thus increase production yields.
Biomethanol is presented by both companies as a decarbonization pathway for sectors difficult to electrify, particularly maritime transport and the chemical industry.
Up to approximately 12,000 tonnes per year, subject to assessments
The partners are planning a potential supply of up to approximately 12,000 tonnes of renewable hydrogen per year. This volume remains an envisioned ceiling and not a firm commitment.
The press release specifies that any supply agreement will remain subject to further technical and commercial assessments. The two parties will now continue their discussions in order, in particular, to evaluate the terms of supply and to support the development of their respective projects at Delfzijl.
For Lhyfe, the operation is therefore at the study stage: the signing of a supply contract would constitute a subsequent step, distinct from the one announced on October 5, 2026.
A 120 MW project facing a 220,000-tonne biomethanol plant
Lhyfe is developing several projects in the Netherlands, including a 120 MW project at Delfzijl. The group indicates it has four production facilities installed in Europe, and plans six by the end of the year. For its part, Perpetual Next is developing DeltaNor with a capacity of 220,000 tonnes of biomethanol per year, one of its five biomethanol facilities at various stages of development.
The regulatory framework sheds light on the interest of this partnership: the revised Renewable Energy Directive (RED III) requires Member States to ensure that renewable hydrogen (RFNBO) represents a minimum share of industrial hydrogen consumption by 2030 and 2035. Delfzijl already consumes significant volumes of hydrogen as a chemical raw material.
René Buwalda, CEO of Perpetual Next, believes that "access to renewable hydrogen at a competitive price will be an important element for the continued development of DeltaNor". Luc Graré, Chief Strategic Officer of Lhyfe, mentions the desire to strengthen the resilience of both projects, "particularly within the framework of public support measures necessary for their development".
