Cheaper and cheaper-the ALK electrolyzer price trend in China

[Caribbeans]

ChinaHydrogen | Jian Wu | Jul 18, 2024

On July 16, CHN Energy Investment Group (CHN Energy) released the bidding result for its 13,000Nm3/hr ALK electrolysis system which is the core equipment of a 50,000 ton per annum green ammonia production project located in Cangzhou, Hebei province.

The result is jaw-dropping as both two preliminary winners, CRRC Zhuzhou Institute and Sungrow, provided the price at least 28% cheaper than the prevailing ALK electrolyzer price in 1H2024 in China domestic market.

CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. (CRRC Zhuzhou Institute), formerly known as the Zhuzhou Electrical Locomotive Research Institute affiliated to the Ministry of Railways, was established in 1959 and is currently a subsidiary solely held by the China Railway Rolling Stock Corporation.

The CRRC Zhuzhou Institute is operating in eight industrial sectors, comprising rail transit, new materials, new energy equipment, power electronic devices, electric drive systems for automobiles, industrial electric equipment, deep-sea equipment and intelligent rail transport systems. The company debut its 1000Nm3/hr ALK electrolyzer in 2022 and it now has 1GW per annum manufacturing capacity...more
https://chinahydrogen.substack.com/p/cheaper-and-cheaper-the-alk-electrolyzer



China’s Hydrogen Strategy: National vs. Regional Plans | EnergyPolicy.Columbia.edu

While the US and European medias have dedicated significant bandwidth to the topic of low-carbon hydrogen in the United States and Europe, they have reported far less on unfolding developments around that topic in China. This disparity is especially notable because China stands as the foremost global player in hydrogen production and consumption.[1] The country’s substantial market size and extensive industrial infrastructure not only facilitate fast technological advancements in the hydrogen space, but also offer the potential to achieve economies of scale—two developments that can significantly influence the global hydrogen market landscape. In light of these circumstances, it is essential to understand China’s hydrogen strategy, including how the country plans to start decarbonizing its current hydrogen consumption and expand future use and production...more
https://www.energypolicy.columbia.edu/publications/chinas-hydrogen-strategy-national-vs-regional-plans/