REPowerEU | ‘Global demand for hydrogen electrolysers in 2030 will be about six times higher than available supply’

More than 400GW of electrolysers will be required by the end of the decade, but only 70GW will be manufactured by then, according to US investment bank Jefferies

Plans announced this week by the European Commission to quadruple the EU’s green hydrogen supply by 2030 — partly to reduce demand for Russian gas — push worldwide demand for electrolysers to more than 400GW, but global manufacturing supply would only reach 70GW by then, according to modelling by US investment bank Jefferies….