RE: Just the Dorset Project = £2.3bn/yr GVA21 Oct 2025 08:36
From the advn chat. What to watch out for.
1. MOU -formal connection / commercial agreements with National Gas (any RNS announcing an executed commercial connection or route agreement).
2. Hydrogen business model rounds (H1 2026) whether UKEn/UKOG
apply and secure revenue support.
3. Planning / consenting milestones for South Dorset (Portland/Portland Port) and East Yorkshire (planning applications, environmental statements).:
4. Further funding / joint venture partners /any strategic partner, industry offtaker, or large cap investor joining would materially de-risk the plan.
5. UK government or regulator updates on Project Union (timeline, route decisions) and any support packages for hydrogen transmission/storage.