World Bank Reports Oversupply of Electrolyser Stacks Amid Balance-of-Plant Constraints
A World Bank Group report indicates that while electrolyser stack manufacturing capacity has reached 61GW globally, with an additional 16GW under construction, supply chain bottlenecks persist in balance components like power conversion and gas treatment. Delays in green hydrogen project development have resulted in weak demand, causing many factories to operate below capacity.
Theia Market Signal Identification - AI Assisted
The World Bank Group's report highlights an oversupply in electrolyser stack manufacturing, estimating global capacity at 61GW, with 16GW more under construction. However, it identifies significant supply chain bottlenecks in balance-of-plant components, including power conversion and gas treatment. Weak demand, primarily due to delays in green hydrogen project development, has led to many factories functioning well below their manufacturing capacity.
Comments