Electrolyser demand outlook is uncertain
EU electrolyser sector juggles supply and demand
Expansion of manufacturing capacity seen as undershooting EU 2025 target amid uncertainty over timing of green hydrogen projects
Europe’s electrolyser industry remains off track for the EU’s 2025 capacity targets, despite expected rapid growth in the next three years, as manufacturers must balance today’s oversupply with a potentially huge increase in demand from hydrogen producers in the coming years. European manufacturing capacity—including Norway but not the UK—is on course to reach 21GW/yr by 2025 from just 3.1GW/yr currently and 2.5GW/yr a year ago, according to a recent joint statement from the Electrolyser Partnership, an alliance of 44 companies active in the electrolyser supply chain that includes Nel, Thyssenkrupp Nucera, Siemens and Cummins. This is still short of a target of 25GW/yr set last year to help
Also in this section
6 January 2026
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
23 December 2025
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
19 December 2025
The hydrogen industry faces an important choice: coordinated co-evolution or patched-together piecemeal development. The way forward is integrated co-evolution, and freight corridors are a good example
10 December 2025
Project developer Meld Energy ready to accelerate 100MW project in Humber region after securing investment from energy transition arm of private equity firm Schroders Capital
