However, Raphael Tilot, head of hydrogen at Belgian electrolyser maker John Cockerill - which manufactures electrolysers in China and has not signed the letter - does not share Nel’s fears that cheap Chinese machines would soon flood European markets unless the EU intervenes. “This is amplified because in Europe, we want workers with a decent salary, with pension plans, with reporting on transparency and taxonomy and equality and human rights and all of this costs, it costs money, and makes it hard to compete with the Chinese.” “The Chinese companies get subsidies and financing from Chinese authorities and can sell their products at prices that hardly can be matched.” “There is a fear of losing to China because the terms are not equal,” he said. ![]() ![]() In an interview with Hydrogen Insight in November last year, Nel CEO Håkon Volldal referred explicitly to the European collapse in the solar sector when he urged European politicians to introduce local-content requirements.Ĭheap Chinese hydrogen electrolysers 'likely to become popular worldwide during 2025-30': BNEF We can do this in line with EU policies and WTO principles,” the letter explains. “The enforcement of “European standards“ will level the playing field and contribute to the rise of a new European industry. In addition, the companies ask to introduce funding mechanisms to support a “Made in Europe” hydrogen value chain, the creation of European jobs in clean tech manufacturing andEuropean centres of excellence in research and development, and to ensure “specific sustainability requirements such as recycling obligations and CO2 footprint of electrolyser manufacturing facilities”. Specifically, the electrolyser makers are asking for the EU to introduce a “fixed premium model per kg of green H2 with no auctions for an initial period to ensure the development of the sector and a level playing field” - a solution they argue would be similar to the “game-changing” US tax credits worth up to $3/kg for renewable hydrogen. EXCLUSIVE | 'Cheap Chinese hydrogen electrolysers will not flood global markets or damage Western suppliers'
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