Yes. In the last two years manufacturers have announced new manufacturing capacity being added to more than double the world capacity for making electrolyzers. Germany has announced a 9 billion euro investment in hydrogen infrastructure, and other countries in Europe and Asia have their own ambitious plans. Whether the industry can scale fast enough to meet the need implied by the IPCC 2030 and 2050 carbon emission reduction targets is an open question, but every day we delay makes meeting those targets a greater challenge. World electrolyzer manufacturing capability is expected to double in 2021, and may do so again in a few short years.
- ITM’s hydrogen ‘Gigafactory’ moves into manufacturing operation, New Power, Jan 4, 2021.
- Nel to slash cost of electrolysers by 75%, with green hydrogen at same price as fossil H2 by 2025, Collins, Recharge, Jan 21, 2021.