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.