2Q 2024

Analyst Insight: Electrolyzer Project Case Studies

Hydrogen Electrolyzer Tracker Insights

The transition to a clean energy future relies in part on the successful development and scale-up of green hydrogen projects. Project developers and electrolyzer manufacturers are working to enable decarbonization across a range of end-use sectors, including mobility and energy-intensive industry. However, significant barriers remain to moving projects to advanced development stages, including difficulties with securing financing, regulatory uncertainties, and technical and engineering challenges.

Released alongside the 1Q24 update of Guidehouse Insights’ Hydrogen Electrolyzer Tracker, this Analyst Insight profiles several large-scale green hydrogen projects that have either taken a final investment decision or have a high likelihood of taking one. The objective of the report is to identify key features of project design, manufacturer collaboration, or end-use integration that enable projects to be developed successfully. Case studies are provided for six North American and European projects supplied by three leading manufacturers.

This Analyst Insight also summarizes recent policy developments across North America and Europe, highlights key figures from the updated Hydrogen Electrolyzer Tracker 1Q24, and concludes with recommendations for hydrogen stakeholders.

Pages 16
Tables | Charts | Figures 2
  • What are the current leading electrolyzer projects?
  • How are the leading electrolyzer projects garnering success?
  • What is distinct about these electrolyzer projects’ business models?
  • How is green hydrogen policy developing in North America and Europe?
  • How can manufacturers and developers effectively collaborate on green hydrogen projects?
  • How can green hydrogen developers utilize existing infrastructure to their benefit?
  • Hydrogen producers
  • Investors 
  • Electrolyzer producers 
  • Industry players 
  • Policy makers



Executive Summary

Green Hydrogen Policy Development: North America and Europe

Spotlight on PEM Technology

Case Study: Air Liquide Normand’Hy

Case Study: HIF Global’s Matagorda Plant

Case Study: Holland Hydrogen I

Case Study: H2 Green Steel Plant

Case Study: Varennes Carbon Recycling Plant

Case Study: Linde Niagara Falls Plant

Key Recommendations

Acronyms, Resources and Contact

  • PEM Projects by Status: 1Q24
  • Planned and Operational Electrolyzer Capacity by Technology: 1Q24
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$750 USD
$750 USD