Electrolyser manufacturing lags demand growth

Global manufacturing capacity on track for 30pc shortfall in 2030, says Aurora Energy Research

Global electrolyser manufacturing capacity is expected to more than double between now and the end of 2024 but is not expanding fast enough to meet projected demand for electrolysers in 2030, according to consultancy Aurora Energy Research. Nearly 200GW of electrolyser projects are planned globally by 2030 but cumulative global manufacturing capacity will reach only about 123GW by then, leaving a potential supply shortfall of around 30pc. “The world’s electrolyser manufacturing capacity must grow even faster than planned to match global electrolyser ambition,” says Anise Ganbold, global energy markets lead at Aurora. Aurora’s analysis shows manufacturer capacity increasing from a current 6GW