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PEM electrolyser stacks

Nel ASA Wins $7M More in Submarine PEM Stack Orders From Collins

Oslo – September 30, 2026 -- Nel ASA's US subsidiary, Nel Hydrogen US, has secured approximately USD 7 million in new purchase orders from Collins Aerospace for PEM electrolyser stacks used in submarine life-support systems, pushing the company's total submarine-related order intake from Collins Aerospace to roughly USD 20 million this quarter.

New orders cover US, UK and French naval programs

The latest orders relate to submarine programs across three countries and will be booked as order intake in the third quarter of 2026. They follow a USD 12 million purchase order announced on September 29, 2026, along with several smaller orders received earlier in the month, bringing the combined value from Collins Aerospace to approximately USD 20 million.

Nel ASA Wins $12M Collins Aerospace Order for US Navy Submarine Oxygen Systems

Oslo, Norway – September 29, 2026 -- Nel ASA has secured a purchase order worth approximately USD 12 million from Collins Aerospace for PEM electrolyser stacks destined for US Navy submarine life-support systems. The order was placed through Nel Hydrogen US, a subsidiary of the Oslo-listed hydrogen technology company (OSE: NEL).

Collins Aerospace extends long-running defence procurement with Nel

The stacks will generate oxygen for submarine crews, an application where equipment failure carries direct safety consequences. Nel's Chief Commercial Officer, Todd Cartwright, said the order extends a long-standing cooperation with Collins Aerospace built around reliable oxygen generation for demanding submarine applications, and confirms the continued relevance of the company's PEM technology and manufacturing capabilities.

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