India’s electrolyzer manufacturing capacity will reach 8 GW per year by 2025, says Rystad

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Rystad Energy expects India’s electrolyzer manufacturing capacity to reach 8 GW per year by 2025. It also estimates the nation has a green hydrogen production capacity of 1.8 million tonnes in the pipeline, which is expected to be commissioned by 2030.

“So far, five major green hydrogen projects have been announced in India, which, when commissioned, would add a cumulative production capacity of 1.8 million tonnes per annum by 2030. The green hydrogen produced will be used to make derivatives like ammonia, urea, and methanol,” Aashish Mallik, hydrogen analyst at Rystad Energy, told pv magazine. “For instance, ACME has announced a green ammonia project in Tamil Nadu with a capacity of 1.1 million tonnes per annum which will be derived from 198,000 tons of green hydrogen.”

Rystad analysts say joint industry and government initiatives are leading India on the path to becoming a global leader in the nascent hydrogen economy. In addition to ACME, companies like Avaada and the National Thermal Power Corporation (NTPC) have announced projects for green hydrogen production and its derivatives, bringing the country’s green hydrogen pipeline capacity to 1.8 million tonnes. 

These plans are aligned with India’s ambitions to boost its annual green hydrogen production to 5 million tonnes by decade end. India released the first phase of its National Hydrogen Mission Plan in February, and its much-awaited second part is expected soon.

Rystad expects India to have six electrolyzer gigafactories operational by 2025. Adani Group has announced plans to build a hydrogen electrolyzer gigafactory as part of its $70 billion investment in clean energy by 2030. With this, it has joined the ranks of five other industry ventures for electrolyzer gigafactories announced last year, including Reliance-Stiesdal, Larsen & Toubro (L&T)-HydrogenPro, H2e Power, Greenko ZeroC-John Cockerill, and Ohmium

Reliance has partnered with Danish manufacturer Stiesdal, and L&T with HydrogenPro to bring alkaline electrolyzers to the Indian market. Belgium engineering company John Cockerill and Greenko ZeroC plan to set up a high-pressure alkaline electrolyzer facility with a capacity of 2 GW per annum. Meanwhile, Ohmium has set up a polymer electrolyte membrane (PEM) electrolyzer manufacturing plant with a capacity of 500 MW per year in Bangalore, which it plans to expand to 2 GW. Similarly, H2ePower will set up solid-oxide (1 GW) and anion exchange membrane (AEM) electrolyzer (200 MW) manufacturing plants in Pune, India. 

With this, the combined annual capacity will rise above 8 GW by 2025, avoiding 12 million tonnes of CO2 annually by 2025, stated Rystad.

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