In Case You Missed It: The Competitive Edge of China's Electrolysers

In Case You Missed It: The Competitive Edge of China's Electrolysers

FCW Team | December 20, 2024

In a new report by Wood Mckenzie, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs

Hydrogen production is gaining momentum as a key component to the energy transition and central to it is electrolyser technology. There is increasing interest from European project developers in China’s potential to lower initial investment costs through inexpensive yet quality electrolysers. China’s low-cost pressurised alkaline electrolysers have the potential to cut total investment cost in half, seriously threatening European manufacturers, but cheap Chinese electrolysers also face risks of potential trade barriers in the EU.

In our latest report, we look at what’s giving China its competitive edge in the production and export of electrolyser technology.

China has established itself as a key player in the global electrolyser market leveraging its mature manufacturing capabilities of alkaline (ALK) water electrolysis technology. With manufacturing automation further ahead than anywhere else in the world, China’s GW-scale ALK capacities stem from around 40 years of experience in the chloralkali electrolyser industry. It’s this experience and longevity that has allowed China to build a vertically integrated supply chain, resulting in cost savings few other countries can match.

Chinese solar and wind equipment manufacturers are looking to expand their business into electrolysers as a way of diversifying their product offerings. These new entrants are reshaping the existing electrolyser market, with fast capacity deployment, fully automated production processes and lessons learned from the renewables sector...more
https://fuelcellsworks.com/2024/12/20/clean-hydrogen/in-case-you-missed-it-the-competitive-edge-of-china-s-electrolysers

Isn't it AMAZING that no one in China "knows thermodynamics" ??