Us tax rate 202211/21/2023 Bloom Energy increased its SOEC manufacturing capacity in 2022 with a new high-volume line in Newark, moving towards GW-scale operations in the United States. Just few weeks later, the record was broken with a 4 MW SOEC system installed in a NASA research centre in California. In April 2023, a 2.6 MW SOEC electrolyser was installed in a Neste refinery in the Netherlands, becoming the biggest at that time. Solid Oxyde Electrolysis (SOEC) is quickly approaching commercialisation. However, for the dedicated production of hydrogen, both technologies are at the same technology readiness level (TRL9) since they require policy support and improvements to stay competitive with traditional hydrogen production technologies based on unabated fossil fuels. Alkaline electrolysers are a more mature technology with a long history of deployment in the chlor-alkali industry. This indicates a degree of uncertainty for future manufacturing capacity deployment, which could be strongly influenced by each country’s supportive policy framework.Īlkaline and PEM (proton exchange membrane) electrolysers are already commercially available. Of all the plans by 2030, less than 10% have reached a final investment decision (FID), and 25% have been announced with an unspecified location. Europe and China would still lead, with around a fifth of this capacity each. Announced electrolyser manufacturing capacity could meet the targets in current national strategies, and it represents almost three-quarters of the capacity needed in the NZE Scenario. Manufacturers have started to expand their production capacity based on current market growth (with an increasing number of large-scale projects announced), expectations of future demand growth, and because large manufacturing facilities represent a long-term decision.īased on company announcements, the global manufacturing capacity for electrolysers could reach more than 130 GW per year by 2030, one-third more of the capacity in the pipeline at the end of 2022. With the capacity additions of electrolysers for dedicated hydrogen production in the order of tens to hundreds of MW in the past few years, this technology’s global manufacturing capacity is currently largely underutilised (even including deployments related to chlor-alkali applications). Europe and China account for two-thirds of global manufacturing capacity. Global electrolyser manufacturing capacity reached almost 11 GW per year in 2022, a more than 25% increase compared to the previous year. To get on track with the NZE Scenario, in which more than 550 GW of electrolysers are installed globally by 2030 – between 1.5 and 3 times the capacity of all announcements – the project pipeline needs to scale up much faster. But uncertainty on the development of these projects persists, with the main barriers being uncertainty of future demand, lack of clarity on regulation and certification, lack of infrastructure to deliver hydrogen to the final consumers and, in the case of emerging economies, very limited access to low-cost finance. Europe and Australia lead the scene, with half of the capacity together, followed by Latin America with around 15% of the announced projects. If all the projects currently in the pipeline are realised, global electrolysis capacity could reach 170-365 GW by 2030. At the same time, announcements from the Chinese market indicate a trend toward larger projects, in the hundreds of MW scale.īased on the current pipeline of projects under development and their expected operation dates, global electrolysis capacity could reach almost 3 GW by the end of 2023, a more than four-fold increase in total capacity compared to 2022. If the Ningxia Solar Hydrogen Project in China – a 150 MW project which accounted for almost two-thirds of the global additions in 2021 – is considered as an outlier, the 2022 growth was aligned with previous years. There was significant growth in annual capacity additions in 2021, a record year for deployment, with more than 200 MW of electrolysis capacity becoming operational.ĭespite promising project announcements, capacity additions slowed down to 130 MW in 2022, with total installed capacity reaching about 690 MW. However, the pace of deployment of electrolysers for dedicated hydrogen production only started to accelerate in the late 2010s. Electrolysers are already widely used in the chlor-alkaline industry to produce chlorine and sodium hydroxide, with installed capacity having reached more than 20 GW.
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