Saturday, March 7, 2026

Hydrogen: OPINION: Green Hydrogen – Untapping the electrolyzer manufacturing opportunity, Energy News, ET EnergyWorld

New Delhi: Green hydrogen is fast emerging as the next mega-industry in the clean energy space. Hydrogen, both a feedstock and an energy carrier, is considered a critical factor in the decarbonization of the hard-to-abate sectors. Apart from decarbonization, hydrogen can play an integral role in increasing India’s energy self-reliance and reducing oil and gas import bills. Thus, over 50 countries have announced or are working on a national hydrogen policy roadmap.Under the first phase of its hydrogen policy, India plans to manufacture 5 million tonnes (Mt) of green hydrogen per annum by 2030, translating to an electrolyzer demand of 50GW–60GW. The electrolyzer capacity required to realize India’s ambitious green hydrogen targets is currently unavailable. What seems like a roadblock is actually a million-billion-dollar opportunity for the electrolyzer OEMs in the country….

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