US hydrogen rules could decide fate of EU’s electrolyser industry

 While Europe has opted for stringent standards to produce renewable hydrogen, upcoming US regulations may prove decisive for the EU electrolyser industry.

Electrolysers, which turn water into hydrogen, are considered a cornerstone of a future net-zero world. As such, the technology has been at the heart of the EU’s green industrial policy push, the Net-Zero Industry Act.

However, as of 2023, “electrolyser manufacturing for use in hydrogen production is still a nascent industry,” notes the International Energy Agency, which projects that US, Chinese and European manufacturers will dominate the world market by 2030. (...)