Featured in 2025 Unboxed – 02-2025

The challenges facing China’s electrolyzers

Operational electrolyzer capacity surged in China following the introduction of supportive policies, doubling in both 2023 and 2024. China’s nameplate electrolyzer manufacturing capacity reached 39 GW per year in 2024. Announced projects could raise that to more than 50 GW by 2026. Xin You and Siqi He, of S&P Global Commodity Insights, explore the future of Chinese green hydrogen.

By

pv magazine

07 Feb 2025

Chinese electrolyzer suppliers may face barriers if they seek to emulate the solar industry’s export success in Western markets. | Photo: Dennis Schroeder/NREL

Electrolyzer suppliers in China can be categorized into three main groups. The first consists of traditional manufacturers with decades of experience, including companies such as Peric Hydrogen Technologies.The second group includes affiliated companies of major energy companies and state-owned enterprises, such as Huadian Heavy Industries.The third category features clean energy firms, particularly leaders in the …

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