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Nel ASA Secures $12 Million Contract for US Navy Submarine Oxygen

Collins Aerospace has awarded Nel Hydrogen US a $12 million contract to supply PEM electrolyzer stacks for American submarine life-support systems. The deal reinforces a multi-year partnership centered on high-stakes oxygen generation technology, with production slated to take place at the company’s facility in Wallingford, Connecticut, throughout 2027 and 2028.

Nel ASA Secures $12 Million Contract for US Navy Submarine Oxygen

The purchase order highlights a shift toward integrating specialized hydrogen technology into defense infrastructure where equipment resilience is critical. Chief Commercial Officer Todd Cartwright noted that the Wallingford team has supported these submarine applications for years, positioning the company as a key provider for mission-critical environmental controls.

This contract arrives as Nel ASA seeks to expand the reach of its proprietary PEM technology beyond commercial green hydrogen projects. By maintaining a footprint in defense, the company leverages its engineering track record to secure long-term utility in environments where operational failure is not an option.

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