Tenaris AI Initiatives for 2025: Key Projects, Strategies and Partnerships

Tenaris’s Hydrogen Gambit: Analyzing the Shift from Pilot Trials to a Core Business Pillar

From Nascent Trials to Strategic Silence: Charting Tenaris’s Hydrogen Adoption Curve

Between 2021 and 2024, Tenaris’s engagement with the hydrogen economy evolved from non-existent in the public record to a distinct strategic initiative. The inflection point occurred in 2024, when the company launched two critical and diverse hydrogen-focused partnerships. The first, a collaboration with Tenova and Snam, explored the use of green hydrogen as a fuel source within its own steelmaking operations at its Dalmine plant. This represents an operational decarbonization play. The second, a partnership with IGI Poseidon, aimed to advance offshore hydrogen readiness, positioning Tenaris as a key materials supplier for future hydrogen transportation infrastructure. This variety reveals a sophisticated, dual-track strategy: simultaneously decarbonizing its industrial footprint while developing products to enable the broader hydrogen ecosystem.

However, a notable shift occurred from January 2025 to today. The public-facing data streams from Tenaris pivoted significantly toward AI integration, digital platforms, and major oil country tubular goods (OCTG) contracts. The hydrogen narrative, so prominent in 2024, went quiet. This silence does not necessarily signal a retreat but rather suggests an introspective phase. Tenaris is likely analyzing the results of its 2024 trials, evaluating the technical viability and economic feasibility before committing to larger-scale capital deployment. This presents both an opportunity and a threat. The opportunity lies in leveraging these pilot learnings to emerge with a validated, superior product for the hydrogen transport market. The threat is that this period of assessment could cede ground to more aggressive competitors or indicate that internal resources are being prioritized for more mature digital initiatives that promise a faster return on investment.

Forging Alliances: A Look at Tenaris’s Strategic Hydrogen Partnerships

Tenaris’s entry into the hydrogen sector was not a solo endeavor but was built upon strategic collaborations with industry specialists. These partnerships, both initiated in 2024, were designed to de-risk its exploration of hydrogen by leveraging the expertise of established players in energy infrastructure and industrial technology. The alliance with Tenova and Snam provided access to furnace technology and hydrogen supply for its industrial trial, while the IGI Poseidon partnership connected Tenaris directly to a major pipeline developer, ensuring its material science research is aligned with real-world project requirements. This targeted, partnership-led approach is a hallmark of a company methodically building capabilities in a new, high-stakes market.

Table: Tenaris Hydrogen-Focused Partnerships

A European Proving Ground: The Geographic Focus of Tenaris’s Hydrogen Strategy

The geographic nexus of Tenaris’s hydrogen activities between 2021 and 2024 was squarely centered on Europe. The company’s landmark trial for using hydrogen in steel manufacturing was located at its Dalmine plant in Italy. This choice was strategic, leveraging an existing industrial asset in a region with strong regulatory and policy support for decarbonization. The partnership with IGI Poseidon, a promoter of the EastMed gas pipeline, further cements this European and Mediterranean focus, pointing to ambitions in the future offshore hydrogen transport corridors connecting Southern Europe with North Africa and the Eastern Mediterranean.

From 2025 to the present, the data does not indicate a geographic expansion of these hydrogen initiatives. While Tenaris announced major investments and contracts in the UAE, Saudi Arabia, and the Americas during this period, none were explicitly tied to hydrogen. This suggests that Europe is serving as the primary testbed for the company’s hydrogen technologies and business models. The region’s advanced regulatory framework and ambitious hydrogen targets make it the logical place to pilot these technologies. The risk, however, is a potential disconnect between its hydrogen R&D in Europe and its major commercial growth centers in the Middle East and the Americas, where hydrogen economies are also developing rapidly. The success of the European pilots will likely determine the timeline for any subsequent geographic rollout.

From Pilot to Pipeline: Assessing Hydrogen Technology Maturity

Tenaris’s journey into hydrogen technology demonstrates a clear, phased approach to maturation. During the 2021–2024 period, the company’s activities were firmly in the pilot and developmental stage. The Tenova and Snam project was explicitly defined as a six-month *trial* to assess the performance of hydrogen in a reheating furnace—a classic demonstration project to validate technical feasibility. Similarly, the IGI Poseidon partnership was established to *advance offshore hydrogen readiness*, indicating a pre-commercial phase focused on research, development, and material qualification for a future market. At this point, the technology was not commercialized but was undergoing critical, real-world testing.

In the period from 2025 to today, the provided data shows no evidence that these initiatives have advanced to commercial scale. The technology remains in a post-pilot, pre-commercialization phase. The market is awaiting a key validation point: the public announcement of results from the Dalmine trial or the launch of a commercial product line for hydrogen service based on the IGI Poseidon collaboration. The current maturity level suggests Tenaris is validating the business case and technical specifications before committing to scalable production. The strong emphasis on digital and AI technologies in 2025 may also signal that these more mature technologies are the immediate priority for scaling, while hydrogen technology continues to incubate. Investor interest will likely remain cautious until Tenaris signals a move from pilot success to a scalable commercial offering.

Table: SWOT Analysis of Tenaris’s Hydrogen Initiatives

The Signal in the Silence: What to Watch in Tenaris’s Hydrogen Future

The most recent data from 2025 signals a crucial turning point for Tenaris’s hydrogen ambitions. After a year of bold, public-facing partnerships, the current quiet suggests a phase of deep internal evaluation. The critical signal for the year ahead will be any announcement regarding the outcomes of the Dalmine plant trial. A positive result could unlock further investment in decarbonizing its own operations. Even more significant for future growth would be the launch of a commercial product line of pipes and materials certified for hydrogen service, which would be the tangible outcome of the IGI Poseidon partnership.

Market actors should pay close attention to Tenaris’s capital allocation announcements and its presentations at industry events. A continued emphasis on digital and AI at the expense of hydrogen updates could indicate that the clean energy venture is on a slower, more deliberate track. Conversely, any mention of new hydrogen-related R&D, material qualifications, or supply agreements would signal that the 2024 pilots were successful and that the company is ready to move from testing to commercialization. The coming months will reveal whether hydrogen is set to become a core pillar of Tenaris’s long-term strategy or remain a promising but secondary R&D effort.

Frequently Asked Questions

What is Tenaris’s core strategy for entering the hydrogen market?
Tenaris is pursuing a dual-track strategy. First, it is exploring the use of green hydrogen to decarbonize its own industrial operations, as seen in the trial at its Dalmine plant. Second, it is positioning itself as a key materials supplier for future hydrogen transportation infrastructure, which is the focus of its partnership with IGI Poseidon.

Why did public announcements about Tenaris’s hydrogen projects stop after 2024?
The silence since early 2025 doesn’t necessarily signal a withdrawal. The article suggests Tenaris is likely in an introspective phase, analyzing the technical and economic results from its 2024 pilot projects before committing to larger capital investments. It may also be prioritizing more mature digital and AI initiatives that offer a faster return on investment.

What specific hydrogen partnerships has Tenaris established?
As of 2024, Tenaris launched two key partnerships. The first is with Tenova and Snam to test the use of green hydrogen in a reheating furnace at its Dalmine, Italy plant. The second is with IGI Poseidon to collaborate on advancing materials and technology for offshore hydrogen transport pipelines.

Are Tenaris’s hydrogen products and technologies commercially available?
No, not yet. According to the analysis, the company’s hydrogen initiatives are currently in a post-pilot, pre-commercialization phase. The projects undertaken in 2024 were trials and developmental partnerships to test feasibility and advance readiness. The market is still awaiting a commercial product launch.

Where are Tenaris’s hydrogen activities geographically focused?
Tenaris’s hydrogen initiatives are squarely focused on Europe. The industrial trial is located at its plant in Italy, and its pipeline partnership with IGI Poseidon is aimed at the Mediterranean transport corridor. The article notes that while Tenaris has major commercial activities in the Americas and the Middle East, its hydrogen R&D is currently concentrated in Europe, which serves as its primary testbed.

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