Table of Content

Strategic Imperatives
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™
Growth Opportunity Analysis
Findings
Scope of Analysis
Scope of Analysis (continued)
Key Questions this Study will Answer
Electrolyzers for Hydrogen Production
Electrolyzers for Hydrogen Production (continued)
Electrolyzer Technologies
Comparative Analysis of Electrolysis Technologies
Comparative Analysis of Electrolysis Technologies
Capex Costs of Electrolyzer Technologies
Electrolyzer Manufacturing Capacity—2023
Electrolyzer Deployment Strategies
Electrolyzer and Green Hydrogen Supply Chains
Electrolyzer Supply Chain Challenges
Raw Material Requirement
Raw Material Requirement (continued)
Growth Drivers
Growth Restraints
Major Trends in the Electrolyzer Industry
Trend 1—Application of Advanced Materials
Trend 2—Advanced Water Treatment Systems
Trend 3—Increasing Adoption of Digital Technologies
Trend 4—Growth in Offshore wind-powered Electrolyzer and Energy Hubs
Trend 5—Declining Electrolyzer Benchmark Costs
Trend 6—Declining Hydrogen Production Costs
Global Electrolyzer Cumulative Installed Capacity Forecast
Global Electrolyzer Cumulative Installed Capacity Forecast
Global Green Hydrogen Production Forecast
Electrolyzer Cumulative Installed Capacity Forecast by Region
Electrolyzer Cumulative Installed Capacity Forecast by Technology
Forecast Analysis
Forecast Analysis (continued)
Regional Analysis
Cumulative Installed Capacity Forecast—Americas
Forecast Analysis—Americas
Cumulative Installed Capacity Forecast—Europe
Forecast Analysis—Europe
Forecast Analysis—Europe (continued)
Cumulative Installed Capacity Forecast—China
Forecast Analysis—China
Forecast Analysis—China
Cumulative Installed Capacity Forecast—APAC
Forecast Analysis—APAC
Forecast Analysis—APAC (continued)
Cumulative Installed Capacity Forecast—MEA
Forecast Analysis—MEA
Forecast Analysis—MEA (continued)
Competitive Environment
Key Electrolyzer Manufacturers
Percent Manufacturing Capacity Share of Electrolyzer Manufacturers
Competitive Factors and Assessment
Key Electrolyzer Companies
Key Electrolyzer Companies (continued)
Key Electrolyzer Companies (continued)
Key Electrolyzer Companies (continued)
Key Electrolyzer Companies (continued)
Key Electrolyzer Companies (continued)
Other ALK Electrolyzer Manufacturers
Other PEM Electrolyzer Manufacturers
Other SOEC Electrolyzer Manufacturers
Electrolyzer Roadmap
Growth Opportunity Universe
Growth Opportunity 1: Hybrid Energy Systems
Growth Opportunity 1: Hybrid Energy Systems (continued)
Growth Opportunity 2: Strategic Partnerships
Growth Opportunity 2: Strategic Partnerships (continued)
Growth Opportunity 3: Alternative Materials
Growth Opportunity 3: Alternative Materials (continued)
Growth Opportunity 4: Digital Technologies
Growth Opportunity 4: Digital Technologies (continued)
Growth Opportunity 5: Retired Offshore Oil and Gas Infrastructure
Growth Opportunity 5: Retired Offshore Oil and Gas Infrastructure (continued)
Growth Opportunity 6: Development of Hydrogen Hubs
Growth Opportunity 6: Development of Hydrogen Hubs (continued)
Growth Opportunity 7: Water-as-a-Service
Growth Opportunity 7: Water-as-a-Service (continued)
Growth Opportunity 8: Efficient Use of Renewables
Growth Opportunity 8: Efficient Use of Renewables (continued)
Growth Opportunity 9: Nuclear Power Plant Optimization
Growth Opportunity 9: Nuclear Power Plant Optimization (continued)
Growth Opportunity 10: Waste Heat Utilization
Growth Opportunity 10: Waste Heat Utilization (continued)
List of Exhibits
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