Electrolyser manufacturing capacity could be around two times greater than demand in 2030, according to a new report by Clean Energy Associates (CEA).
The report forecasts global manufacturing capacity to reach 54GW by 2027, with China expect to continue to account for “almost half.” But as capacity grows, CEA has said the actual usable capacity is expected to be “less than the nameplate capacity.”
To determine its demand estimates, CEA applied capacity factors of 40% and 65% to the International Energy (IEA) STEP green hydrogen demand scenario. In both scenarios, CEA said, “there is a gap between nameplate capacity and the annual demand.”
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