Electrolyser technology has not developed enough for large-scale green hydrogen projects to stack up as viable investments and move ahead.
That was the warning this week from industrial gases major Linde and its CEO Sanjiv Lamba, speaking on an investor-relations earnings call.
Electrolysers need to improve in terms of reliability and the ability to operate around the clock, said Lamba.
“The other piece that needs to happen is [that] capital efficiency on electrolysers needs to improve dramatically to make sure that we are at a point where that becomes cost-effective,” he said. In other words, today’s electrolysers still simply cost too much to produce, and especially in the context of the larger projects that will enable green hydrogen at scale.
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