# Nel Books $20M Submarine Orders

Nel Hydrogen US booked approximately **$20 million** in Collins Aerospace orders during Q3 2026 for PEM electrolyser stacks used in submarine oxygen-generation systems supporting fleets operated by the United States, United Kingdom, and France. Deliveries are scheduled for 2027–2028, making this a qualified, multi-year defense supply-chain opportunity rather than an immediate revenue event or open solicitation.

- The orders indicate continuing demand for specialized oxygen-generation equipment in naval submarine life-support systems across three national fleets.
- Collins Aerospace is the customer for the booked work; Nel Hydrogen US is the supplier, with Nel ASA also identified in the supply chain.
- Contractors and suppliers can assess whether their capabilities align with potential follow-on naval requirements and opportunities supporting this established supply chain.

**Jurisdictions:** international
**Industries:** Defense & Military, Energy & Utilities
**Published:** October 03, 2026

### Vendors
- Nel Hydrogen US (supplier)
- Nel ASA (parent company of supplier)
- Collins Aerospace (customer)

### Sources
- [Nel ASA Books $20 Million in Collins Aerospace Submarine Work, but Cash Won't Flow Until 2027](https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/nel-asa-books-20-million-in-collins-aerospace-submarine-work-but-cash/70221103) - AD HOC NEWS