Electrolyser supply is set to grow 20-60% by 2030, but demand uncertainty and project cancellations could create an oversupply, a H2 View webinar has heard.
Jonathan Long, Senior Consultant at ERM, warned that the hydrogen industry could face an oversupply of electrolyser capacity based on the 2022 baseline. However, he advised that competitive pricing could stimulate additional uptake.
“Forecasts predict that six million tonnes of low-carbon and around 10 million tonnes of electrolytic hydrogen could be available per year in 2030, based on post-final investment decision (FID) electrolyser projects,” Long explained.
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