The challenges facing China’s electrolyzers

Operational electrolyzer capacity surged in China following the introduction of supportive policies, doubling in both 2023 and 2024. China’s nameplate electrolyzer manufacturing capacity reached 39 GW per year in 2024. Announced projects could raise that to more than 50 GW by 2026. Xin You and Siqi He, of S&P Global Commodity Insights, explore the future of Chinese green hydrogen.

Issue 02 - 2025

Chinese electrolyzer suppliers may face barriers if they seek to emulate the solar industry’s export success in Western markets.

Photo: Dennis Schroeder/NREL

Stay informed

pv magazine is the leading trade media platform covering the global solar photovoltaics industry. Log in or purchase a digital or print version of this issue to read this article in full.
Purchase a Subscription
Lost Password?