China faces green supply-demand mismatch
Road transport seen as most promising consumer of rapidly expanding electrolytic hydrogen production
China is poised to build the greenest hydrogen production capacity and own the most electrolyser manufacturing capacity in the world, but significant uncertainties remain for both the upstream and the downstream along the value chain. Insufficient demand, slow buildout of transportation pipelines and storage infrastructure, and immature electrolyser technology were cited as significant barriers by experts at the recent BNEF Summit in Shanghai. “High cost-effectiveness” and “high-performance” are key to today’s green hydrogen industry, according to Peng Chaocai, vice-president of China’s largest solar equipment manufacturer, Sungrow, and chairman of its hydrogen subsidiary. “Domestic de
Also in this section
11 April 2025
Tariffs and other protectionist measures raise questions about China’s plans to export green fuels and electrolysers, despite its huge cost advantages
11 April 2025
German firm reserves site for three-phase project as developers flock to Europe’s latest green hydrogen hotspot
8 April 2025
Gulf Energy to provide AIQ with exclusive access to its proprietary datasets and industry-leading documents. ENERGYai is already trained on petabytes of operational data from ADNOC, and this agreement will provide the solution with access to even greater quantities of relevant, high-quality industry information
7 April 2025
SAF provides a viable offtake solution for hydrogen producers and benefits from regulatory mandates and strong political support, ensuring long-term demand at higher prices
