Weekly Insights into the Global Electrolyzer Industry (June 16-20, 2025)
Key Ideas
- The domestic alkaline electrolyzer market in China maintained its capacity at 35.77 GW with notable deliveries to hydrogen projects in various regions including Songyuan, Jilin, and Australia.
- Significant orders for electrolyzers were observed globally, including tender projects for water electrolysis in Xinjiang, green hydrogen production in Gansu, and methanol production in Huaneng Taonan.
- Policy updates highlighted major investments in green hydrogen plants such as the $17 billion project in South Sinai, and subsidy approvals by the European Commission for electrolyzer projects with efficiency targets.
- Corporate news featured collaborations and acquisitions by global companies like Plug Power, ThyssenKrupp, and Cummins, indicating a growing interest and investment in electrolyzer technologies.
- Technological advancements showcased innovations in electrolyzer design and performance, such as the ceramic-based membrane by the Shanghai Institute of Ceramics and the new-generation PEM electrolyzer by Nel Hydrogen.
The electrolyzer industry experienced significant developments in the week of June 16-20, 2025. Key highlights included the stable capacity of the domestic alkaline electrolyzer market in China, with notable deliveries to various hydrogen projects across different regions. Globally, there were substantial orders for electrolyzers, including projects in Xinjiang, Gansu, and Huaneng Taonan. Policy updates emphasized major investments in green hydrogen plants, with projects like the $17 billion initiative in South Sinai and subsidy approvals by the European Commission. Corporate news reflected collaborations and acquisitions by companies like Plug Power, ThyssenKrupp, and Cummins, signaling a growing interest in electrolyzer technologies. Moreover, technological advancements showcased innovations in electrolyzer designs and performance, such as the ceramic-based membrane developed by the Shanghai Institute of Ceramics and the new-generation PEM electrolyzer launched by Nel Hydrogen.
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