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Nel ASA Secures $20M Collins Aerospace Submarine Order

October 11, 2026

1 min read

Key Takeaways

Nel ASA books $20 million in Collins Aerospace submarine orders.
Orders include PEM electrolyzer stacks for US submarines.
Deliveries expected in 2027 and 2028.
Revenue impact to be detailed in Q3 report on October 15.

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Strategic Implications

This order may indicate growing demand for hydrogen technology in marine applications, which could benefit Nel ASA's long-term growth prospects. The partnership with Collins Aerospace suggests a strategic expansion into the defense sector, which may lead to additional opportunities for the company.

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What Happened

Norwegian Hydrogen Group Wins Marine Business With US Submarines

Nel ASA has confirmed approximately $20 million in marine orders from Collins Aerospace, with the largest piece being a $12 million order for PEM electrolyzer stacks to generate oxygen for life-support systems on US submarines. The orders will be recorded as order intake in Q3 2026, but deliveries are expected in 2027 and 2028. The company’s upcoming quarterly report on October 15 will provide further details on the revenue impact. This development was reported by an unknown source.

Source | Originally Published: October 11, 2026

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