There are now 5 or more gigafactories under construction producing electrolysers via roll-to-roll (automated) production systems, with the same or lower prices as alkaline, vastly decreased BoP costs, and all the qualities of PEM - plus proven stable efficiencies of 90%+.
These gigafactories are in a race and those who fail will quickly get replaced by another electrolyser technology, production method or whatever. The Chinese will then buy up the IP and perfect whatever works, and the cycle will continue.
I can guarantee: it will be like solar manufacturing in the past, with all it's pitfalls and market/policy based competition.
If you type in "AEM electrolysis" in the Norwegian funded (anti) hydrogen rag, 'Hydrogen Insight' you will see that governments are now starting massive investment in new electrolyser tech of their own.
The game is over for slow ramping or PGM-dependent electrolysis manufacturers.
Governments will eventually see past the entrenched fossil-sponsored hydrogen lobbying and start investing in this truly gamechanging industry as the EU H2 pipeline infrastructure builds out and secure markets for offtakers are established - all within the (legally binding) conversion of the entire EU gas network.
Let's be clear: the anti-hydrogen contingent is vast and mendacious
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He forgets / fails to include the massive investments finalised in the middle east / North Africa (400GW in this region) most with consortium members from Europe to China and government backing. There are billion-dollar (euro) projects announced on a weekly basis.
Hydrogen spells the end of fossil fuels, but the middle east is happy with pipeline connections to Europe - perhaps not so much the US who will find the petrodollar on increasingly shaky ground.
These shills and their underlings (Michael Liebreich etc al) make a career out of trying to block the industry, with really only one objective: the preservation of tje fossil fuel industry.
There is NO WAY batteries and direct electrification will replace fossil fuels in a meaningful way.
Policy groups - many for ideological reasons - also maintain the false narrative of 'hydrogen cost declines are not possible' and every straw man and tin pot argument in the book.
The pipelines are being built, and no amount of lobbying can undermine the hydrogen economy future - arriving within a decade sooner, as renewables and electrolysis make the great leap forward.
These gigafactories are in a race and those who fail will quickly get replaced by another electrolyser technology, production method or whatever. The Chinese will then buy up the IP and perfect whatever works, and the cycle will continue.
I can guarantee: it will be like solar manufacturing in the past, with all it's pitfalls and market/policy based competition.
If you type in "AEM electrolysis" in the Norwegian funded (anti) hydrogen rag, 'Hydrogen Insight' you will see that governments are now starting massive investment in new electrolyser tech of their own.
The game is over for slow ramping or PGM-dependent electrolysis manufacturers.
Governments will eventually see past the entrenched fossil-sponsored hydrogen lobbying and start investing in this truly gamechanging industry as the EU H2 pipeline infrastructure builds out and secure markets for offtakers are established - all within the (legally binding) conversion of the entire EU gas network.
Scary for some, but this is going to happen.