US-based Cummins to build 1GW hydrogen electrolyser factory in China with state-owned oil giant Sinopec

US-based electrolyser maker Cummins has formed a joint venture with Chinese state-owned oil giant Sinopec — to be known as Cummins Enze — which will build a 1GW PEM electrolyser factory in southern China. The $47m plant in Foshan, Guangdong province, will initially have an annual production capacity of 500MW upon completion in 2023, which will be gradually increased to reach 1GW by 2028. It is noteworthy that the new entity will produce electrolysers with PEM technology — proton exchange membrane or polymer electrolyte membrane — rather than standard alkaline models. While China has a range of alkaline electrolyser manufacturers that are able to undercut Western competitors on price, the local industry is lagging behind on the newer PEM technology — which many green hydrogen developers favour as it is said to have superior performance when powered by the variable output…

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