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Dortmund, Germany · Public (FRA: NCH2)
Alkaline electrolyzers (shipped 1 GW+ for NEOM); abandoned own SOEC mass-production plans Aug 2026
Open roles
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no public job board
Federal awards
$39M
1 grants, contracts, loans
Last private raise
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no Form D on file
SEC filings
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not an SEC filer
Coming up
POLICY45V: clean hydrogen
Facilities must begin construction before Jan 1, 2028. Affects Hydrogen.
+ THESISPOLICY45Q: carbon capture
Facilities must begin construction before 2033; inflation indexing starts in 2027. Affects Hydrogen.
+ THESISPOLICY45Y / 48E: all other clean power and storage
Full credit for projects beginning construction through 2033; 75% for 2034 starts, 50% for 2035, none from 2036. Affects Hydrogen.
+ THESISPROJECTNucera picks Portugal site for first self-operated cell assembly center
The company will build its first self-operated electrolysis cell assembly center in Europe, located in Vila Nova de Gaia, Portugal. Cell assembly there is not expected until 2028, per the report.
ad-hoc-news.de →+ THESISCONTRACTNucera secures chlor-alkali order from Hongniu Lanzhou, China
The company announced a new chlor-alkali order from Hongniu Lanzhou in China. The release did not disclose a contract value in the retrieved listing.
thyssenkrupp-nucera.com →+ THESISOTHERNucera drops SOEC stack mass production; cuts FY2026 outlook
The company gave up plans for its own SOEC stack mass-production capacity, taking about a €30M Q4 EBIT hit. FY2026 EBIT guidance was cut to a loss of €105M–€75M and sales guidance to €450M–€500M.
aol.com →+ THESISOTHERPreliminary Q3 and 9M 2025/26 figures released
Q3 sales were about €145M with EBIT near -€2M. Nine-month group sales reached €354M, with nine-month order intake of €471M.
fuelcellsworks.com →+ THESISOTHERNucera flags 3.2 GW upgrade and wider Q2 loss
The company will upgrade about 3.2 GW of alkaline modules already under execution, with around 160 20 MW units affected. Q2 EBIT fell to about -€65m, including roughly €50m of one-time charges, and the CF Industries pilot was cancelled.
gasworld.com →+ THESISFEDERAL AWARDDepartment of Energy grant$39M
Scalumgw the overall project objective is to research, develop and demonstrate an innovative, highly automated manufacturing and assembly gw-scalable pilot factory equipped with ma
usaspending.gov →+ THESISHow it works
Electricity splits water into hydrogen and oxygen across a membrane or liquid electrolyte. Clean power in makes clean hydrogen out.
OPEN IN 3D →No public filings, raises or hiring trend to read yet.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
No public job board on Greenhouse, Lever or Ashby, so hiring isn't tracked for this company yet.
Matched recipient: THYSSENKRUPP NUCERA USA, INC.
Policy that applies
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-11-05 · Technology / approach updated
Alkaline electrolyzers (shipped 1 GW+ for NEOM); abandoned own SOEC mass-production plans Aug 2026was: Alkaline electrolyzers (shipped 1 GW+ for NEOM); paused SOEC plans Aug 20262026-10-06 · project
Nucera picks Portugal site for first self-operated cell assembly centerThe company will build its first self-operated electrolysis cell assembly center in Europe, located in Vila Nova de Gaia, Portugal. Cell assembly there is not expected until 2028, per the report.2026-09-29 · contract
Nucera secures chlor-alkali order from Hongniu Lanzhou, ChinaThe company announced a new chlor-alkali order from Hongniu Lanzhou in China. The release did not disclose a contract value in the retrieved listing.2026-08-11 · other
Nucera drops SOEC stack mass production; cuts FY2026 outlookThe company gave up plans for its own SOEC stack mass-production capacity, taking about a €30M Q4 EBIT hit. FY2026 EBIT guidance was cut to a loss of €105M–€75M and sales guidance to €450M–€500M.2026-07-31 · other
Preliminary Q3 and 9M 2025/26 figures releasedQ3 sales were about €145M with EBIT near -€2M. Nine-month group sales reached €354M, with nine-month order intake of €471M.2026-05-08 · other
Nucera flags 3.2 GW upgrade and wider Q2 lossThe company will upgrade about 3.2 GW of alkaline modules already under execution, with around 160 20 MW units affected. Q2 EBIT fell to about -€65m, including roughly €50m of one-time charges, and the CF Industries pilot was cancelled.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.