Hydrogen electrolyser consolidation: Strategic plays for the next phase
It is becoming increasingly difficult to identify points of difference between many of the ‘standard’ players, writes Stephen B. Harrison of sbh4 consulting.
It is becoming increasingly difficult to identify points of difference between many of the ‘standard’ players, writes Stephen B. Harrison of sbh4 consulting.
Fewer, bigger electrolyser value chain players with strong backing are essential for the next phase of hydrogen electrolyser innovation, writes Stephen B. Harrison of sbh4 consulting.
“With lessons learned from smaller-scale projects, we should expect an uptick in larger-scale FIDs in 2025, which is crucial for meeting hydrogen targets,” stated Westwood Global Energy.
Obayashi Corporation has made history as the first company to export green hydrogen from New Zealand, using it to fuel a generator in Fiji.
Norwegian hydrogen firm Nel has partnered with Korea Hydro & Nuclear Power (KHNP) to explore combining its alkaline electrolysis with nuclear power.
MAN Energy Solutions will host Quest One’s demonstrator PEM electrolyser system and allow potential customers to view the plant from mid-2025.
The US is well positioned for hydrogen growth but the new administration should be mindful of its long-term potential and solutions will evolve over decades, according to Austin Knight, Vice-President of Hydrogen at Chevron New...
Luxcara and GreenH have taken FID on a 20MW green hydrogen plant, which will support hydrogen-powered ferry operations between Bodø and Lofoten from 2026.
Plug Power “boosted its liquidity through the transfer of the Federal Investment Tax Credit (ITC)” to an unnamed major investor, despite funding from the Inflation Reduction Act (IRA) being suspended under the Trump administration.
The outlook for hydrogen is now entering a ‘critical phase’, according to a new GlobalData report. With the new US government throwing its full weight behind fossil fuel development and the uptake of hydrogen remaining...
