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Hydrogen x - "Oies Forecasts a Shifting Landscape: China’s Lesser Role in Electrolyzer Supply Chains"

Hydrogen x - "Oies Forecasts a Shifting Landscape: China’s Lesser Role in Electrolyzer Supply Chains"

“Oies Forecasts a Shifting Landscape: China’s Lesser Role in Electrolyzer Supply Chains”

by Marvin Brant
April 14, 2025
in Solar Panel
0

The Oxford Institute for Vitality Research (OIES) mentions that China’s initiatives to reduce electrolyzer prices may mirror its achievements in solar power, yet will not ensure leadership in global supply chains.

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The Oxford Institute for Vitality Research (OIES) indicated that although China’s ambition to lower electrolyzer prices may reflect its success in solar technologies, it will not automatically ensure supremacy in global supply chains. Merely expanding production capacity will not trigger significant price reductions or global market dominance, the institute remarked. OIES pointed out that the intricate nature of electrolysis systems hinders price decreases from depending entirely on production scaling, since green hydrogen prices are also influenced by electricity expenses. Furthermore, it mentioned that this complexity obstructs technology transfer in proton exchange membrane (PEM) electrolyzers. While advancements in manufacturing and governmental backing have enabled China to reduce costs for alkaline electrolyzers and compete in the PEM segment, OIES contended that rising trade protectionism is additionally restricting its presence in international electrolysis markets.

Toyota has introduced an innovative fuel cell system, its third generation fuel cell system, designed to match the same durability as traditional diesel engines. “In addition to passenger vehicles, the third Gen FC System will be extended for utilization in heavy-duty commercial vehicles, and is scheduled for market launch primarily in Japan, Europe, North America, and China after 2026 at the earliest,” stated the Japanese manufacturer. It asserted that the new system will facilitate a 120% enhancement in fuel efficiency compared to the previous generation, along with a 20% increase in cruising range.

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The PtX Growth Fund has approved its second grant, granting HydroJeel a €30 million ($31.5 million) non-repayable allocation for a project in Morocco’s coastal areas. The German fund, which supports hydrogen initiatives in developing and emerging economies, noted that HydroJeel has created the Jorf Hydrogen Platform for the OCP Group and aims to produce 100,000 tons of green ammonia annually at its Jorf Industrial Park facility by the end of 2026. HydroJeel functions as an Innovx enterprise. The fund, initiated by the German Ministry of Economic Cooperation and Development, added that its second call for expressions of interest, which began in January, will conclude on March 5, 2025.

Enertrag has initiated a public auction for 500 tons of green hydrogen each year as it constructs an electrolyzer plant in Osterweddingen, near Magdeburg, Germany. The developer reported that the 10 MW facility will generate approximately 900 tons of green hydrogen annually when it commences operations by the end of 2025. Enertrag is also establishing two additional hydrogen plants in Brandenburg and Mecklenburg-Western Pomerania with a combined 185 MW of electrolysis capacity. The company anticipates these facilities to produce up to 17,000 tons of hydrogen yearly beginning in 2028.

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Marvin Brant

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