Why is it Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top 3 Strategic Imperatives on the Global Electrolyzer Industry for Hydrogen Production

Growth Opportunities Fuel the Growth Pipeline Engine™

Research Findings

Scope of Analysis

Key Questions This Study Will Answer

A Comparison of Electrolyzer Technologies

A Comparison of Electrolyzer Technologies (continued)

Technology Overview: Alkaline Electrolysis Cell

Technology Overview: PEM Cell

Technology Overview: Solid Oxide Electrolysis Cell

Technology Overview: Anion Exchange Electrolysis Cell

Latest Electrolyzer Market Development Trends

Electrolyzers: Supply vs. Demand: Will Capacity Pipeline Stay Firm?

Tax Credits and Incentives: The 45V Tax Credit Brings Hope to the US Electrolyzer Ecosystem

Global Green H2 Capacity Auctions: Key Developments

Solid Oxide and Anion Exchange Electrolyzers: Latest Developments

Electrolyzer Differentiation: Why Surface Finishing is Key

Taking Advantage of Scale: Chinese Electrolyzers and Cost-competitiveness

Growth Drivers

Growth Restraints

An Overview of the Electrolyzer Value Chain

Relevant Regulatory Policies by Region: North America

Relevant Regulatory Policies by Region: North America (continued)

Relevant Regulatory Policies by Region: Europe

Relevant Regulatory Policies by Region: Europe (continued)

Relevant Regulatory Policies by Region: Asia-Pacific

Relevant Regulatory Policies by Region: Asia-Pacific (continued)

2023 Capital Cost Estimates by Technology

Assumptions

Installed Capacity Forecast by Electrolyzer Technology

Annual Capacity Additions Revenue Forecast by Electrolyzer Technology

Installed Capacity Forecast by Electrolyzers Technology—North America

Annual Capacity Additions Revenue Forecast by Electrolyzer Technology—North America

Forecast Analysis—North America

Installed Capacity Forecast by Electrolyzers Technology—Europe

Annual Capacity Additions Revenue Forecast by Electrolyzers Technology—Europe

Forecast Analysis—Europe

Installed Capacity Forecast by Electrolyzer Technology—Asia-Pacific

Annual Capacity Additions Revenue Forecast by Electrolyzers Technology—Asia-Pacific

Forecast Analysis—Asia-Pacific

Installed Capacity Forecast by Electrolyzers Technology—Rest of the World

Annual Capacity Additions Revenue Forecast by Electrolyzers Technology—Rest of the World

Forecast Analysis—Rest of the World

Competitive Environment

Hydrogen Electrolyzer Supplier Mapping by Technology

Hydrogen Electrolyzer Supplier Mapping by Technology (continued)

Key Electrolyzer Companies—North America

Key Electrolyzer Companies—North America (continued)

Key Electrolyzer Companies—North America (continued)

Other Noteworthy Electrolyzer Companies—North America

Key Electrolyzer Companies—Europe

Key Electrolyzer Companies—Europe (continued)

Key Electrolyzer Companies—Europe (continued)

Other Noteworthy Electrolyzer Companies—Europe

Other Noteworthy Electrolyzer Companies—Europe (continued)

Key Electrolyzer Companies—Asia-Pacific

Key Electrolyzer Companies—Asia-Pacific (continued)

Key Electrolyzer Companies—Asia-Pacific (continued)

Hydrogen Electrolyzer Stack Material Supplier Insight

Hydrogen Electrolyzer Stack Material Supplier Insight (continued)

Key Success Factors

How Will the Hydrogen Electroyzer Industry Evolve?

Growth Opportunity 1: Leveraging Region-specific Market Advantages

Growth Opportunity 1: Leveraging Region-specific Market Advantages (continued)

Growth Opportunity 2: Partnerships in the Upstream H2 Value Chain

Growth Opportunity 2: Partnerships in the Upstream H2 Value Chain (continued)

Growth Opportunity 3: Surplus Renewable Energy for H2 Production

Growth Opportunity 3: Surplus Renewable Energy for H2 Production (continued)

Growth Opportunity 4: Strengthening Component Supply for Electrolyzer Systems and Balance of Plant

Growth Opportunity 4: Strengthening Component Supply for Electrolyzer Systems and Balance of Plant (continued)

List of Exhibits

List of Exhibits (continued)

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