World Bank Reports Oversupply of Electrolyser Stacks Amid Balance-of-Plant Constraints
HYDROGENELECTROLYZER
A World Bank Group report indicates that while electrolyser stack manufacturing capacity has reached 61GW globally, with an additional 16GW under construction, supply chain bottlenecks persist in balance components like power conversion and gas treatment. Delays in green hydrogen project development have resulted in weak demand, causing many factories to operate below capacity.

Feb 28, 2026, 6:10 AM