Chinese hydrogen projects could limit tech exports

Strong domestic demand for electrolysers could slow deployment elsewhere, says panel

Strong domestic demand for electrolysers in China amid a ramp-up in hydrogen projects could tighten Chinese exports of the key technology, limiting opportunities for other markets to accelerate development of their hydrogen infrastructure, industry experts say. Electrolyser shipments in China are conservatively expected to reach the equivalent of 272MW in capacity this year, up from 119MW last year, and could quadruple to 1.1GW next year, according to research firm BloombergNEF (BNEF). Chinese electrolysers are some of the cheapest in the world, but all those made in China are sold domestically at present. “The big challenge is the fast development of China. The Chinese market is big… [and]