How many OEMs will survive China’s electrolyser shakeout?

Around 70% of China’s electrolyser manufacturers could disappear as fierce competition and plunging prices drive market consolidation, according to Energy Iceberg founder Yuki Yu.

Yu told a H2 View webinar the Chinese electrolyser market was a “song of ice and fire,” with projects now moving from paper to the final investment decision (FID) stage.

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