{"success":true,"data":{"pressRelease":{"id":"154811","rtpr_id":"nPNAqpRkJa-20260929","ticker":"NEL","exchange":"Oslo Børs","all_tickers":["NEL"],"title":"Nel ASA: Receives purchase order from Collins Aerospace for US Navy stacks","author":"PR Newswire","published_at":"2026-09-29T06:33:57.057Z","article_body":"Nel ASA: Receives purchase order from Collins Aerospace for US Navy stacks\nPR Newswire\n\nOSLO, Norway, Sept. 29, 2026\n\nOSLO, Norway, Sept. 29, 2026 /PRNewswire/ -- Nel Hydrogen US, a subsidiary of\nNel ASA (Nel) (OSE: NEL) has received a new purchase order from Collins\nAerospace for PEM electrolyser stacks. The equipment will be used to generate\noxygen for life-support systems used on US submarines. The purchase order has\na value of approximately USD 12 million.\n\n\"We are pleased to receive another order from Collins Aerospace. It extends a\nlong-standing cooperation built around reliable oxygen generation for\ndemanding submarine applications,\" says Nel's Chief Commercial Officer, Todd\nCartwright. \"Our Wallingford team has supplied this specialized application\nover many years. This order confirms the continued relevance of our PEM\ntechnology and manufacturing capabilities,\" he says.\n\nThe order reflects growing momentum for Nel's technology in defence\napplications, where reliability, operational resilience and a long service\nlife are paramount. In environments where failure is not an option, the\ncontinued trust from Collins Aerospace underscores the company's engineering\ntrack record and confirms Nel's position as a dependable partner for critical\nlife support systems.\n\nDeliveries are expected to take place throughout 2027 and 2028. The stacks\nwill be manufactured at Nel's facility in Wallingford, Connecticut. \n\nAbout Nel ASA | www.nelhydrogen.com\n\nNel has a history tracing back to 1927 and is today a leading pure play\nhydrogen technology company with a global presence. The company specializes in\nPEM and Alkaline electrolyser technology for production of renewable hydrogen.\nNel's product offerings are key enablers for a green hydrogen economy, making\nit possible to decarbonize various industries such as transportation,\nrefining, steel, and ammonia.\n\nThis information is subject to a duty of disclosure pursuant to Section 5-12\nof the Norwegian Securities Trading Act. This information was issued as inside\ninformation pursuant to the EU Market Abuse Regulation, and was published by\nWilhelm Flinder, Head of Investor Relations, Communications and Marketing, at\nNel ASA on the date and time provided.\n\nFor additional information, please contact:\nKjell Christian Bjørnsen, CFO, +47 917 02 097\nWilhelm Flinder, Head of Investor Relations, Communications & Marketing +47\n936 11 350\n\nThis information was brought to you by Cision http://news.cision.com\n\nhttps://news.cision.com/nel-asa/r/nel-asa--receives-purchase-order-from-collins-aerospace-for-us-navy-stacks,c4401852\n\nThe following files are available for download:\n\n https://mb.cision.com/Main/115/4401852/4291849.pdf  Release  \n\n \n\nView original\ncontent:https://www.prnewswire.com/apac/news-releases/nel-asa-receives-purchase-order-from-collins-aerospace-for-us-navy-stacks-302892520.html\n\nSOURCE NEL ASA\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPNAqpRkJa-20260929","title":"Nel ASA: Receives purchase order from Collins Aerospace for US Navy stacks","author":"PR Newswire","ticker":"NEL","created":"2026-09-29T06:33:57.057Z","tickers":["NEL"],"exchange":"Oslo Børs","article_body":"Nel ASA: Receives purchase order from Collins Aerospace for US Navy stacks\nPR Newswire\n\nOSLO, Norway, Sept. 29, 2026\n\nOSLO, Norway, Sept. 29, 2026 /PRNewswire/ -- Nel Hydrogen US, a subsidiary of\nNel ASA (Nel) (OSE: NEL) has received a new purchase order from Collins\nAerospace for PEM electrolyser stacks. The equipment will be used to generate\noxygen for life-support systems used on US submarines. The purchase order has\na value of approximately USD 12 million.\n\n\"We are pleased to receive another order from Collins Aerospace. It extends a\nlong-standing cooperation built around reliable oxygen generation for\ndemanding submarine applications,\" says Nel's Chief Commercial Officer, Todd\nCartwright. \"Our Wallingford team has supplied this specialized application\nover many years. This order confirms the continued relevance of our PEM\ntechnology and manufacturing capabilities,\" he says.\n\nThe order reflects growing momentum for Nel's technology in defence\napplications, where reliability, operational resilience and a long service\nlife are paramount. In environments where failure is not an option, the\ncontinued trust from Collins Aerospace underscores the company's engineering\ntrack record and confirms Nel's position as a dependable partner for critical\nlife support systems.\n\nDeliveries are expected to take place throughout 2027 and 2028. The stacks\nwill be manufactured at Nel's facility in Wallingford, Connecticut. \n\nAbout Nel ASA | www.nelhydrogen.com\n\nNel has a history tracing back to 1927 and is today a leading pure play\nhydrogen technology company with a global presence. The company specializes in\nPEM and Alkaline electrolyser technology for production of renewable hydrogen.\nNel's product offerings are key enablers for a green hydrogen economy, making\nit possible to decarbonize various industries such as transportation,\nrefining, steel, and ammonia.\n\nThis information is subject to a duty of disclosure pursuant to Section 5-12\nof the Norwegian Securities Trading Act. This information was issued as inside\ninformation pursuant to the EU Market Abuse Regulation, and was published by\nWilhelm Flinder, Head of Investor Relations, Communications and Marketing, at\nNel ASA on the date and time provided.\n\nFor additional information, please contact:\nKjell Christian Bjørnsen, CFO, +47 917 02 097\nWilhelm Flinder, Head of Investor Relations, Communications & Marketing +47\n936 11 350\n\nThis information was brought to you by Cision http://news.cision.com\n\nhttps://news.cision.com/nel-asa/r/nel-asa--receives-purchase-order-from-collins-aerospace-for-us-navy-stacks,c4401852\n\nThe following files are available for download:\n\n https://mb.cision.com/Main/115/4401852/4291849.pdf  Release  \n\n \n\nView original\ncontent:https://www.prnewswire.com/apac/news-releases/nel-asa-receives-purchase-order-from-collins-aerospace-for-us-navy-stacks-302892520.html\n\nSOURCE NEL ASA\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-09-29T06:33:57.108124496Z","server_sent_at_ms":1790663637108},"received_at":"2026-09-29T06:33:57.168Z","source_url":null},"analysis":{"id":"143567","press_release_id":"154811","analysis_json":{"industry":{"label":"Electrical Equipment","sector":"Industrials"},"redFlags":[],"eventType":"operations_update","narrative":"Nel ASA received a purchase order worth approximately USD 12 million from Collins Aerospace for PEM electrolyser stacks used to generate oxygen for US submarine life-support systems.\n\nDeliveries will occur through 2027 and 2028, with manufacturing at Nel's Wallingford, Connecticut facility.\n\nThe order extends a long-standing defense cooperation and reinforces demand for Nel's PEM technology in mission-critical applications.","sentiment":"bullish","agentHooks":{"shouldPost":true,"suggestedAngle":"Repeat $12M US Navy submarine order validates Nel's PEM tech niche in defense oxygen generation."},"keyFigures":{"dealValueUsd":12000000,"customDimensions":{"delivery_window":"2027-2028"}},"quotedText":"We are pleased to receive another order from Collins Aerospace. It extends a long-standing cooperation built around reliable oxygen generation for demanding submarine applications","namedEntities":{"people":[{"name":"Todd Cartwright","role":"Chief Commercial Officer"},{"name":"Wilhelm Flinder","role":"Head of Investor Relations, Communications and Marketing"},{"name":"Kjell Christian Bjørnsen","role":"CFO"}],"products":["PEM electrolyser stacks"],"companies":[{"name":"Nel ASA","ticker":"NEL","relationship":"filer"},{"name":"Nel Hydrogen US","relationship":"subsidiary"},{"name":"Collins Aerospace","relationship":"customer"}],"dollarAmounts":[{"amount":"USD 12 million","context":"purchase order value for PEM electrolyser stacks"}]},"materialImpact":{"score":2,"reasoning":"A ~$12M purchase order from an existing defense customer (Collins Aerospace) is a positive but modest contract win for Nel; it is a repeat order, not a new program or transformational deal."},"tickerRelevance":{"others":[],"primary":"NEL"},"globalImportance":25,"audienceRelevance":20,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap international","defenseAngle":"US Navy repeat order adds quality signal","eventGravity":"routine contract win","sectorWeight":"hydrogen/clean energy"}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"bullish","material_impact_score":2,"narrative":"Nel ASA received a purchase order worth approximately USD 12 million from Collins Aerospace for PEM electrolyser stacks used to generate oxygen for US submarine life-support systems.\n\nDeliveries will occur through 2027 and 2028, with manufacturing at Nel's Wallingford, Connecticut facility.\n\nThe order extends a long-standing defense cooperation and reinforces demand for Nel's PEM technology in mission-critical applications.","key_figures":{"dealValueUsd":12000000,"customDimensions":{"delivery_window":"2027-2028"}},"named_entities":{"people":[{"name":"Todd Cartwright","role":"Chief Commercial Officer"},{"name":"Wilhelm Flinder","role":"Head of Investor Relations, Communications and Marketing"},{"name":"Kjell Christian Bjørnsen","role":"CFO"}],"products":["PEM electrolyser stacks"],"companies":[{"name":"Nel ASA","ticker":"NEL","relationship":"filer"},{"name":"Nel Hydrogen US","relationship":"subsidiary"},{"name":"Collins Aerospace","relationship":"customer"}],"dollarAmounts":[{"amount":"USD 12 million","context":"purchase order value for PEM electrolyser stacks"}]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-29T06:34:02.489Z","global_importance":25,"audience_relevance":20,"importance_components":{"tickerTier":"mid-cap international","defenseAngle":"US Navy repeat order adds quality signal","eventGravity":"routine contract win","sectorWeight":"hydrogen/clean energy"}},"durationMs":5308,"modelName":"glm-5.3-flashx"}}