Global electrolyser pipeline reaches 957GW

As manufacturers ramp up capacity targets, combined hydrogen demand from Germany and the UK is expected to exceed 500TWh, according to Aurora Energy Research

The global pipeline for announced electrolyser projects has reached 957GW, according to UK consultancy Aurora Energy Research. While much of this capacity is dominated by a single project—Canada’s 500GW Spirit of Scotia, announced in August—the pipeline has still grown by 25pc from last year if this project is excluded. Total operational electrolyser capacity is currently 270MW. And while 24.1GW and 177GW of capacity is expected to come online in 2025 and 2030 respectively, 677GW of projects in the pipeline have not announced a year of deployment. Growing competition Less than a third of European projects have indicated which type of electrolyser they install. The majority to have announced