Nel ASA Secures Collins Aerospace Order for PEM Electrolyser Stacks Destined for US Navy Submarines

## Nel ASA Wins US Navy Submarine Contract via Collins Aerospace Nel Hydrogen US, the American subsidiary of Oslo-listed Nel ASA (OSE: NEL), has secured a new purchase order from Collins Aerospace for proton exchange membrane (PEM) electrolyser stacks, the company announced on 29 September 2026. According to Nel ASA, the electrolyser stacks will be integrated into oxygen generation systems used to support life-support functions aboard US Navy submarines — a mission-critical application where reliability and performance are paramount. Collins Aerospace, a subsidiary of RTX Corporation and a major supplier of aerospace and defence systems, serves as the prime contractor for the equipment, with Nel's PEM technology forming a core component of the onboard atmosphere management solution. ### Strategic Significance for Naval Applications PEM electrolysis technology works by splitting water molecules into hydrogen and oxygen using an electrical current passed through a solid polymer electrolyte membrane. In submarine applications, the oxygen produced is used to replenish breathable air for crew members during extended submerged operations, making the reliability of such systems a matter of operational and crew safety. The contract underscores growing defence-sector interest in advanced electrolyser technology, as naval forces seek efficient, compact, and dependable solutions for closed-environment life support. For Nel ASA, the order represents a continuation of its established relationship with Collins Aerospace and further validates its PEM stack technology in demanding defence applications. ### Nel ASA's Defence and Industrial Footprint Nel ASA is one of the world's leading hydrogen technology companies, with operations spanning electrolyser manufacturing and hydrogen fuelling infrastructure. Its US subsidiary has previously supplied PEM stacks to Collins Aerospace for similar naval programmes, positioning the company as a trusted partner in the defence supply chain. The financial terms of the purchase order were not disclosed in the company's announcement. As navies worldwide continue to invest in next-generation submarine capabilities, demand for proven, compact electrolyser solutions is expected to remain strong — a trend that bodes well for specialist suppliers such as Nel operating at the intersection of clean energy technology and defence procurement.