There is a black hole of consolidation out there, beginning to suck all things related to hydrogen electrolyser value chains into it.
Horizontal and vertical integration within electrolyser production and deployment will accelerate towards the end of this decade. When several of the larger dominoes topple in rapid succession, it will rapidly escalate into a race to the finish line.
We may find that we are 80% through this consolidation play by 2030.
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