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What is your read on how quickly electrolyser companies will be able to scale? Historically they were only used industrially in very niche applications (submarines, some space applications), so their production was in the ~MW order of magnitude. Going towards GW and TW scale is difficult when you were previously operating on bigger budget, longer lead projects. Do you have any particular companies you're keeping an eye on?

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I am optimistic that with the interest, government policy and both public and private funding, we can achieve the necessary scale required. It will probably take longer than the optimists predict and less time than the pessimists think.

edit: some interesting hydrogen companies

https://www.sunhydrogen.com/technology (like a solar panel but for hydrogen, uses light energy to split water into H2 + O2)

https://www.alchemr.com/technology/ (electrolysers that use non precious metals)

https://www.h2pro.co/technology (membrane free electrolysers)

There are also several companies developing 'turquoise' hydrogen, which is a plasma based technology. I have no connection to this website, but the first few paragraphs it lists a few companies in this space: https://www.h2-view.com/story/four-more-technologies-for-tur...

Great, thanks and best of luck to you!

Thank you!

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