Chinese Electrolyser Exports Increase 17-Fold in H1 2026
Chinese manufacturers exported over 321 MW of electrolysers in the first half of 2026, a 17-fold increase year-on-year. This surge reflects China's significant expansion in the global hydrogen market and a shift toward a competitive manufacturing landscape.
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In H1 2026, Chinese electrolyser manufacturers exported at least 321.25 MW of electrolysers, a remarkable increase from 18.5 MW in the same period of 2025. Domestic bidding for electrolysers rose 35.74% to 1,121 MW, highlighting robust activity in the local market.
Policy developments, including a new five-year plan targeting a 2030 production scale of 2 million tonnes/year, underpin this growth. Notably, Norway's HydrogenPro has ceased operations at its own factory in China, opting to produce under a joint OEM agreement with LONGi, indicating a shift in competitive dynamics. This shift raises concerns about the future viability of European electrolyser manufacturing.
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