The REPowerEU plan indicated that global demand for hydrogen electrolysers in 2030 would be about six times higher than available supply, according to the conference news record. The gap is a manufacturing problem as much as an energy problem.
Electrolyser production requires specialised materials, skilled labour and large factories. Expanding capacity takes time, and a shortage can slow projects even when finance and renewable electricity are available.
The item gave the conference a clear industrial policy question: how to scale manufacturing fast enough without sacrificing quality or driving up costs.
This item is part of the 2022 conference news archive. It records a development reported in the conference news feed.