Chinese hydrogen projects could limit tech exports
Strong domestic demand for electrolysers could slow deployment elsewhere, says panel
Strong domestic demand for electrolysers in China amid a ramp-up in hydrogen projects could tighten Chinese exports of the key technology, limiting opportunities for other markets to accelerate development of their hydrogen infrastructure, industry experts say. Electrolyser shipments in China are conservatively expected to reach the equivalent of 272MW in capacity this year, up from 119MW last year, and could quadruple to 1.1GW next year, according to research firm BloombergNEF (BNEF). Chinese electrolysers are some of the cheapest in the world, but all those made in China are sold domestically at present. “The big challenge is the fast development of China. The Chinese market is big… [and]
Also in this section
25 March 2026
The Middle East energy shock has highlighted the value of France’s unique potential to deploy nuclear-powered electrolysers
18 March 2026
The second fossil-fuel price shock in four years can be a much-needed catalyst for investment in the sector
9 March 2026
Hydrogen has not stalled in the UK because the technology does not work. The problem is that the system around it does not yet move at the speed required
4 March 2026
Turmoil in Middle East reminds nascent clean hydrogen sector that its future prospects are dependent on global energy markets and geopolitics






