Sixty-One Gigawatts of Factory, Sixteen Gigawatts of Project: The Electrolyser Market Built for Demand That Hasn’t Arrived
Sixty-one gigawatts a year of electrolyser manufacturing capacity against three gigawatts installed, and 65% of both deployment and committed capacity in one country. The electrolyser industry has funded the factory the 2030s will need, and is now being consolidated by the only owners who can wait for the customers to arrive.