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.
Wallingford, Connecticut facility to handle production through 2028
Manufacturing will take place at Nel's Wallingford, Connecticut plant, with deliveries scheduled across 2027 and 2028. The Wallingford team has supplied this specialized submarine application over multiple years, according to the company.
Order adds to Nel's defence-sector order book
The purchase order signals sustained demand for Nel's PEM electrolyser technology in military applications, where reliability, operational resilience and long service life are critical procurement criteria. Nel ASA disclosed the order as inside information under EU Market Abuse Regulation requirements and Section 5-12 of the Norwegian Securities Trading Act.