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
29 October 2025
Europe urgently needs a dose of pragmatism to unlock its clean hydrogen potential, Hydrogen Council CEO Ivana Jemelkova tells Hydrogen Economist
27 October 2025
Government promotes greater flexibility in policy and regulation as it concedes mistakes were made in initial stages of industry’s development
17 October 2025
The black-tie gala recognised the energy industry’s leading innovations and thought leaders from across the value chain
16 October 2025
US oil major ExxonMobil looks unlikely to advance its Baytown blue hydrogen project in Texas in the near term, reflecting the new pragmatism now guiding the energy transition
