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
18 March 2026
The second fossil-fuel price shock in four years can be a much-needed catalyst for investment in the sector
9 March 2026
Hydrogen has not stalled in the UK because the technology does not work. The problem is that the system around it does not yet move at the speed required
4 March 2026
Turmoil in Middle East reminds nascent clean hydrogen sector that its future prospects are dependent on global energy markets and geopolitics
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
