In 2024, ADNOC Distribution partnered with Abu Dhabi Mobility to launch the second phase of H2GO, the region’s first high speed green hydrogen refueling station. Located in Masdar City, the station produced green hydrogen on site using an electrolyzer powered by clean power imported from the grid. The pilot supported a fleet of hydrogen fueled buses operating on selected public transport routes to assess hydrogen deployment within an urban mobility context. In 2025, the pilot completed its full operational cycle, generating real world performance data across seasons, including periods of peak summer temperatures. This enabled detailed analysis of hydrogen production, refueling cycles, storage management and day to day operational requirements under local climatic and usage conditions. The pilot confirmed the technical viability of hydrogen refueling for public transport fleets, while surfacing important operational considerations about production-to- demand coordination, refueling logistics, buffer management and system energy intensity under varying environmental conditions. The H2GO pilot deepened ADNOC’s understanding of the practical requirements and constraints of hydrogen mobility at the system level, generating insights that will inform future decisions and infrastructure development. H2GO: from pilot to insight DELIVERY IN ACTION 11 IEA, Global Hydrogen Review 2025 Low-carbon hydrogen and ammonia remain strategically relevant pathways for decarbonizing hard-to-abate industrial and transportation sectors. The UAE’s gas reserves, existing CCUS infrastructure and established trade relationships provide a credible foundation for competitive supply chain development. Market conditions for low-carbon hydrogen have deteriorated materially across the industry. According to the IEA's Global Hydrogen Review 2025, projected low-carbon hydrogen production by 2030 has fallen from 49 million tonnes per year to 37 million, driven by project delays and cancellations, high costs, and persistent challenges in securing offtake agreements. Low-carbon hydrogen still accounts for less than 1% of global production 11 , reflecting sector-wide headwinds rather than conditions unique to any single producer or region. Against this backdrop, ADNOC will review its ambition to capture 5% of the global hydrogen market and advance projects with sound commercial and strategic cases. In partnership with TA’ZIZ, Fertiglobe, G.S. Energy Corporation and Mitsui, ADNOC is developing a 1 mtpa lower-carbon ammonia facility at the TA'ZIZ Industrial Chemicals Zone. Construction contracts were awarded in 2024, and operations are expected to start in 2027. Ammonia as a hydrogen carrier for export markets remains one of the more commercially proximate near-term pathways, supported by growing import demand across Japan, South Korea and Europe. Low-carbon hydrogen and ammonia United Arab Emirates United Kingdom United States Uzbekistan Angloa Azerbaijan Bulgaria Côte d'Ivoire Egypt Germany Greece Kazakhstan Indonesia Jordan Malaysia Montengro Oman Portugal Poland Saudi Arabia Senegal Serbia South Africa Spain Wind Solar Energy storage Geothermal Global Projects Masdar’s global presence 56
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