Demand for electrolysers is growing rapidly
Electrolyser manufacturing lags demand growth
Global manufacturing capacity on track for 30pc shortfall in 2030, says Aurora Energy Research
Global electrolyser manufacturing capacity is expected to more than double between now and the end of 2024 but is not expanding fast enough to meet projected demand for electrolysers in 2030, according to consultancy Aurora Energy Research. Nearly 200GW of electrolyser projects are planned globally by 2030 but cumulative global manufacturing capacity will reach only about 123GW by then, leaving a potential supply shortfall of around 30pc. “The world’s electrolyser manufacturing capacity must grow even faster than planned to match global electrolyser ambition,” says Anise Ganbold, global energy markets lead at Aurora. Aurora’s analysis shows manufacturer capacity increasing from a current 6GW
Also in this section
25 February 2026
Low-carbon hydrogen and ammonia development is advancing much more slowly and unevenly than once expected, with high costs and policy uncertainty thinning investment. Meanwhile, surging energy demand is reinforcing the role of natural gas and LNG as the backbone of the global energy system, panellists at LNG2026 said
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
2 February 2026
As a fertiliser feedstock, it is indispensable, but ammonia’s potential as a carbon-free energy carrier is also making it central to global decarbonisation strategies
