Electrolyser manufacturing is becoming one of clean energy’s most unbalanced industries. According to a 2024 BNEF report, China holds 68% of global electrolyser manufacturing capacity – 21GW at that time. More recent BNEF forecasts also suggest its share of global deliveries will increase from 39% in 2025, to 67% in 2026, with Germany’s share shrinking from 47% to 18% over the same period.

Facing that pressure, Western manufacturers aren’t all responding the same way. Some are adapting – Norwegian manufacturer HydrogenPro shut its own factory in China and now builds through Longi’s production lines instead. Others are choosing to partner, forming joint ventures with Chinese manufacturers that retain their own technology while gaining Chinese-scale manufacturing. And some are still competing head-on, betting that Western-made electrolysers can hold their ground without ceding production abroad at all.

China’s own manufacturing capacity now sits at roughly four times total global demand while Europe’s story is the reverse with current capacity broadly meeting demand through 2028, but could fall short of a projected demand ramp-up in 2029 and onwards.

In this gasworld webinar, we’ll look at how electrolyser manufacturers are actually responding to this changing landscape, the companies adapting, partnering and competing.