Announcements of large new electrolyser projects, and the formation of consortia to build them, are appearing in the news almost daily. What began as a few announcements a year ago is now reaching a crescendo. The growing number of projects would indicate that capacity to produce green hydrogen will increase sharply in the next few years. Indeed, according to recent report of the International Renewable Energy Agency (IRENA), entitled ‘Green Hydrogen Supply, A Guide to Policy Making,’ electrolyser manufacturing capacity worldwide is expected to rise to 3.1GW per year by the end of 2021. Should this ramp up occur it will mark an impressive gain on current capacity. But it pales in comparison to what IRENA says is needed. According to that agency, global manufacturing capacity of 130-160GW per year will be needed for a carbon-free economy, in order to achieve total installed electrolyser capacity of 5TW producing some […]