AGP Executive Report
Last update: 7 hours agoGeothermal Hydrogen Push: Syntholene says its geothermal-integrated SOEC hydrogen platform could hit ~$1.75/kg in Iceland under best-case scenarios, with KBR flagging key risks like power price swings and SOEC durability—an important signal for low-carbon fuel supply chains. Tourism & Jobs: Earth Lagoon Mývatn reopened after a major redevelopment, expanding the lagoon by 35% and boosting capacity to 600 guests, with a cave discovery adding delays—good news for the Lake Mývatn region’s biggest employer. EU Defence Industry Access: The EEA Committee cleared Iceland, Liechtenstein and Norway for EDIP participation, aiming to strengthen Europe’s defence industrial base and improve supply-chain readiness for Ukraine needs. Trade Rules for Icelandic Supply Chains: Iceland is named in updated UK-Morocco cumulation rules, allowing certain processing in Iceland/Norway/EU to count toward UK-origin content under defined conditions. Border Tech Pressure: Switzerland is asking the EU to pause EES airport checks during peak travel, warning of infrastructure overload—relevant for Iceland’s travel and logistics planning. Energy/Industry Context: KBR also published support for the same $1.75/kg hydrogen outlook tied to Syntholene’s Husavík demonstration.
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