Tenaris Hydrogen Initiatives for 2025: Key Projects, Strategies and Partnerships
Tenaris’s Hydrogen Pivot: From Material Science to Market Leadership
From Foundational R&D to Commercial Application: Tracking the Hydrogen Pivot
Between 2021 and 2024, Tenaris laid the technical groundwork for its hydrogen ambitions. This period was characterized by foundational research and development, focused on proving the viability of its materials for demanding hydrogen applications. Key milestones included the 2021 launch of THera™ technology, a hydrogen embrittlement-resistant alloy, and the 2022 qualification of line pipe for high-pressure hydrogen transport. Partnerships were intensely technical, centering on materials science validation through Joint Industry Projects (JIPs) like HyLINE and SafeH2Pipe, and culminating in the July 2024 launch of a critical pilot project at its Dalmine plant to test hydrogen in steelmaking. The strategic question was one of capability: “Can our products withstand pure hydrogen?”
Beginning in 2025, a distinct inflection point emerged, signaling a pivot from R&D to commercialization and market integration. The most telling event is the supply of its THera™ high-pressure storage system for Italy’s first highway hydrogen refueling station. This moves the technology from a spec sheet to operational public infrastructure, a crucial validation step. The application portfolio has also diversified. While continuing to advance core transport and storage solutions, Tenaris is now exploring adjacent sectors, evidenced by its partnership with Lithium de France to assess hydrogen’s potential role in geothermal energy and lithium extraction. This expansion from core competency to adjacent opportunities indicates a growing confidence in the technology and a strategic effort to capture value across the broader energy transition landscape. The focus has clearly shifted from “can we build it?” to “how do we sell and integrate it?”
A Two-Pronged Investment Strategy for Decarbonization
Tenaris’s investment strategy reflects a dual focus: building a supportive ecosystem for green hydrogen through large-scale renewable energy projects while making targeted upgrades to its industrial footprint. The significant investments in wind and solar power in Argentina and Romania, totaling over $600 million, are not just about corporate decarbonization; they are strategic plays that could one day power green hydrogen production for its own operations and for the market. Simultaneously, investments in automation and capacity expansion in Canada and Texas enhance the operational efficiency required to support and scale new product lines for emerging energy sectors like hydrogen.
Table: Tenaris Investment Timeline (2023-2025)
| Investment Amount | Time Frame | Details and Strategic Purpose | Source |
|---|---|---|---|
| Over $400 million USD | June 30, 2025 | Four-year investment in renewable energy projects in Argentina, supporting overall decarbonization goals which are foundational to green hydrogen initiatives. | Renewables Now |
| $214 million USD | June 26, 2025 | Construction of a second wind farm in Argentina (94.5 MW), directly contributing to the company’s renewable energy capacity to support low-carbon production. | Tenaris |
| $8 million USD ($11M CAD) | May 12, 2025 | Safety and automation upgrades at the Sault Ste. Marie, Canada industrial center, indirectly supporting hydrogen initiatives by improving operational efficiency for advanced products. | Tenaris |
| $21.5 million USD | April 10, 2025 | Inauguration of a 20 MW solar park in Călărași, Romania, advancing the company’s decarbonization strategy and increasing its self-generation of clean electricity. | Tenaris |
| $16 million USD | March 3, 2025 | Expansion of the Midland, Texas service center, increasing storage capacity and operational footprint to potentially support future hydrogen-related projects in the region. | Tenaris |
| $520,000 USD | September 2024 | Investment in an electric induction coil in Colombia, replacing a natural gas furnace to reduce the carbon footprint of its manufacturing process. | Tenaris |
| $60 million | September 2023 | Investment in a new threading facility in the UAE, strengthening its local presence and service capabilities in a key energy region. | Tenaris |
Building a Hydrogen Ecosystem Through Strategic Alliances
Partnerships are the central pillar of Tenaris’s strategy to de-risk technology, accelerate market access, and build credibility across the hydrogen value chain. Early collaborations focused on technical validation, such as the JIPs and the crucial trial with Snam and Tenova to test hydrogen in steelmaking. More recent partnerships show a broadening of ambition, moving into new applications like geothermal with Lithium de France and deepening relationships with key infrastructure players like IGI Poseidon to tackle the challenges of offshore hydrogen transport. These alliances are not just technical agreements; they are a network designed to shape standards, develop infrastructure, and create the market conditions for hydrogen to thrive.
Table: Tenaris Hydrogen Partnership Timeline (2021-2025)
| Partner(s) | Time Frame | Details and Strategic Purpose | Source(s) |
|---|---|---|---|
| Macchi | May 29, 2025 | Collaborated at Hydrogen Expo 2025 to discuss opportunities in the hydrogen sector, showcasing the THera™ portfolio for power generation applications. | Tenaris |
| Lithium de France | March 31, 2025 | Partnered to explore geothermal energy and sustainable lithium extraction, with the potential to utilize hydrogen in these processes, linking hydrogen to energy storage. | Energy Transition News |
| Snam and Tenova | February 20, 2025 | Announced a trial using hydrogen to reduce emissions in steel production at an Italian steel plant. This follows the July 2024 trial launch at the Dalmine plant. | Reuters |
| IGI Poseidon | February 4, 2025 | Advanced the partnership to focus on hydrogen readiness for offshore applications, building on previous work to ensure safe and economic H2 transport in demanding environments. | World Oil |
| Snam and RINA | September 17, 2024 | Collaborated to qualify tubulars and connections for hydrogen-ready underground gas storage (UGS) wells, assessing the capacity for blends up to 100% hydrogen. | Tenaris |
| SafeH2Pipe JIP | July 11, 2024 | Joined as Project Leader for the Materials Supply work package in a project with five other major companies to develop guidelines for safe H2 transport in European pipelines. | Tenaris |
| HyLINE JIP | 2022 onwards | Participating in the HyLINE project, providing latest products for testing material integrity for hydrogen pipelines with up to 100% pure hydrogen at high pressures. | Tenaris |
| Snam, Edison, and Tenova | January 2021 | Partnered to trial steelmaking with green hydrogen at the Dalmine mill, involving a 20 MW electrolyzer to generate hydrogen for use in a reheating furnace. | Tenaris |
A Strategic European Core with Expanding Global Reach
Between 2021 and 2024, Tenaris’s hydrogen activities were anchored firmly in Europe, with Italy serving as its primary proving ground. The Dalmine plant trial with national energy champions Snam and Edison, and collaborations with RINA and IGI Poseidon, demonstrate a strategy of leveraging its home-field advantage and deep local partnerships to pioneer new technologies. This European focus was further solidified by participation in pan-European initiatives like the SafeH2Pipe JIP and engagement in Norway, signaling a strong position in the continent’s developing hydrogen backbone.
From 2025, while the European core remains vital—as shown by the Italian refueling station project and dialogue with Macchi—a clear geographic expansion is underway. The development of hydrogen-ready pipelines for a carbon capture hub in Saudi Arabia represents a significant strategic entry into the Middle East, a region poised to become a global leader in clean energy production. Furthermore, the partnership in France with Lithium de France and major renewable energy investments in Argentina and Romania signal a broader global ambition. This pattern suggests Tenaris is moving from a concentrated R&D hub in Italy to a global deployment strategy, targeting key future energy markets and establishing the groundwork for potential green hydrogen production in new regions.
Validating Core Technology and Expanding the Application Stack
The maturation of Tenaris’s hydrogen technology shows a clear progression from component innovation to system-level commercial deployment.
In the 2021-2024 timeframe, the focus was on establishing technical credibility at the material and component level. The launch of the THera™ alloy (2021) and its subsequent application in qualified line pipe (2022) were foundational commercial steps. These were supported by extensive pre-commercial testing in pilots and JIPs, most notably the Dalmine steelmaking trial launched in July 2024, which served as the primary demonstration of hydrogen’s use in an industrial process. The introduction of specific products like the THera™ Linear Storage System (2023) and THera™ Seal (2024) systematically built out the commercial portfolio.
The period from 2025 to today marks a decisive shift towards commercial validation and scaling. The supply of the THera™ storage system to an operational highway refueling station in Italy is the most significant validation point to date, moving the technology from pilot to public use. This represents the commercialization of an integrated system, not just a component. Concurrently, projects are increasing in scale and complexity. The development of hydrogen-ready pipelines for the Saudi carbon capture hub signals a move from qualifying pipes in a lab to engineering them for large-scale, international energy infrastructure projects. The technology is moving beyond the pilot phase and is now being deployed in the first wave of commercial hydrogen projects.
Table: SWOT Analysis: Tenaris’s Hydrogen Evolution
| SWOT Category | 2021 – 2023 | 2024 – 2025 | What Changed / Resolved / Validated |
|---|---|---|---|
| Strengths | Core expertise in tubular manufacturing and material science; early R&D with the launch of THera™ technology in 2021. | Established THera™ product line for storage and transport; strong partnership ecosystem with energy leaders like Snam and IGI Poseidon. | The company successfully transitioned from developing a specialized material (THera™) to deploying it in commercial, integrated systems, validated by the supply contract for Italy’s first highway H2 refueling station. |
| Weaknesses | Hydrogen strategy was largely in a pre-commercial, R&D phase; heavy reliance on partners (Edison, Snam) for hydrogen production expertise and assets. | Hydrogen-specific revenue is still nascent; major investments in renewables and facility upgrades are supportive but indirect, lacking large-scale, direct H2 production assets. | While the technology is now proven in early commercial applications, the business model remains dependent on the broader hydrogen market’s development, which is still in its infancy. The reliance on partners for key parts of the value chain persists. |
| Opportunities | Positioning as a key materials supplier for emerging hydrogen pipeline infrastructure; influencing standards through JIPs like HyLINE. | Expanding into new applications (offshore, geothermal) and key geographic markets (Saudi Arabia); supplying the full value chain from transport to storage (refueling stations). | The market opportunity has validated and expanded from simply supplying pipes to providing critical, high-value systems for storage and end-use applications, as seen with the Macchi dialogue for power generation. |
| Threats | Uncertainty regarding the pace of market adoption for hydrogen; technical and material challenges in handling pure hydrogen at high pressure. | Market risk tied to government policy and subsidies driving H2 projects; competition from alternative steel decarbonization pathways; technology risk in new, demanding applications (offshore pipelines). | Threats have evolved from technical feasibility (which has been largely validated by JIPs and product launches) to market and execution risk. Success is now more closely tied to external factors like policy support and the economic viability of large-scale hydrogen projects. |
From Component Supplier to Infrastructure Partner: What’s Next
The data from 2025 signals a clear acceleration in Tenaris’s hydrogen strategy. The company has successfully navigated the crucial early stages of research and technical validation and is now firmly in the early commercialization phase. The shift from participating in JIPs to supplying a public refueling station is the most powerful signal of this transition. For the year ahead, market actors should watch for signs that Tenaris is converting this technical leadership into a scalable business.
Key signals to monitor include further commercial sales of THera™ systems for storage and mobility, particularly outside of Italy. Progress on the development of H2-ready pipelines for the Saudi hub will be a critical barometer of their ability to secure large-scale infrastructure contracts. Finally, the results from the Dalmine steelmaking trial will be instrumental, not only for Tenaris’s own decarbonization but also as a commercial proof point to sell hydrogen solutions to other heavy industries. Tenaris has successfully positioned itself as an essential infrastructure partner for the hydrogen economy; the coming period will reveal how effectively it can capitalize on that position.
Frequently Asked Questions
What is the most significant change in Tenaris’s hydrogen strategy since 2025?
The most significant change is the pivot from foundational research and development (R&D) to commercialization and market integration. Before 2025, the focus was on technical feasibility, asking ‘Can our products withstand pure hydrogen?’. Since 2025, the focus has shifted to market application and sales, asking ‘How do we sell and integrate it?’, as demonstrated by the supply of a storage system for a public hydrogen refueling station.
What is THera™ technology, and what is its most important milestone mentioned in the post?
Thera™ is Tenaris’s proprietary technology for hydrogen embrittlement-resistant alloys, designed for use in high-pressure hydrogen transport and storage. Its most important milestone is the supply of a complete THera™ high-pressure storage system for Italy’s first highway hydrogen refueling station, which validates the technology in a real-world, public infrastructure project.
How is Tenaris investing to support its hydrogen goals?
Tenaris employs a two-pronged investment strategy. Firstly, it is investing over $600 million in large-scale renewable energy projects (wind and solar) in Argentina and Romania to build a supportive ecosystem for future green hydrogen production. Secondly, it is making targeted investments in its industrial facilities, such as automation in Canada and capacity expansion in Texas, to improve efficiency and support the production of new energy products.
Why are partnerships so central to Tenaris’s hydrogen business?
Partnerships are central to Tenaris’s strategy to de-risk new technology, accelerate market access, and build credibility. Early collaborations like the HyLINE JIP focused on technical validation. More recent partnerships with companies like Snam, IGI Poseidon, and Lithium de France help Tenaris expand into new applications (offshore transport, geothermal), shape industry standards, and create the market conditions for hydrogen to become commercially viable.
How has the geographic focus of Tenaris’s hydrogen activities changed over time?
Between 2021 and 2024, Tenaris’s hydrogen activities were primarily centered in Europe, with Italy serving as a key proving ground for R&D and pilot projects. From 2025, while its European core remains vital, the company is expanding globally. This includes entering the Middle East with a project for a carbon capture hub in Saudi Arabia and forming new partnerships in France, signaling a move from a concentrated R&D hub to a global deployment strategy.
Want strategic insights like this on your target company or market?
Build clean tech reports in minutes — not days — with real data on partnerships, commercial activities, sustainability strategies, and emerging trends.
Experience In-Depth, Real-Time Analysis
For just $200/year (not $200/hour). Stop wasting time with alternatives:
- Consultancies take weeks and cost thousands.
- ChatGPT and Perplexity lack depth.
- Googling wastes hours with scattered results.
Enki delivers fresh, evidence-based insights covering your market, your customers, and your competitors.
Trusted by Fortune 500 teams. Market-specific intelligence.
Explore Your Market →One-week free trial. Cancel anytime.
