Picking back up from Part One of this column, where I discussed the ways in which the electrolyser field is likely to be thinned out in the brutal capital, investment and market environment, here I explore what the game plan could be for the companies that remain.
As consolidation reshapes the hydrogen electrolyser value chain, the surviving players will need to adapt by leveraging strategic investments, critical component innovations, and value-driven acquisitions.
Outside of the mould-breakers, when comparing electrolyser efficiency, stack life, minimum turn-down, permissible number of ‘offs’, and other key performance parameters, it is becoming increasingly difficult to identify points of difference between many of the ‘standard’ players. This is especially true when looking at pressurised PEM and pressurised alkaline stacks and systems.
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