The deal reinforces Nel’s role as a primary supplier for high-stakes defense applications where equipment failure is not an option. According to Chief Commercial Officer Todd Cartwright, the Wallingford team has spent years refining the specialized technology required for these submarine environments, ensuring the operational resilience demanded by military standards. This latest contract follows a history of collaboration between the two firms, highlighting the ongoing reliance on Nel’s PEM electrolyser technology for critical life-support infrastructure. Manufacturing is scheduled throughout 2027 and 2028, with the stacks produced at the company's Wallingford, Connecticut site.
Nel ASA Secures $12 Million US Navy Oxygen Contract
A $12 million order for PEM electrolyser stacks has landed at Nel Hydrogen US, cementing a long-term partnership with Collins Aerospace. The equipment, designed for oxygen generation in life-support systems, will support the US Navy’s submarine fleet, with production slated for the company’s Connecticut facility over the next two years.

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