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Will making hydrogen ‘green’ depend on China?
By Christian Robles | 05/06/2024

Machinery that makes hydrogen fuel from water could become another energy technology whose production is centered in Asia.
China’s dominance of supply chains for solar panels, electric vehicles and lithium-ion batteries is rippling through the U.S. energy sector and drawing political fire on Capitol Hill.

Now, another industry may be added to the list of concerns: “green” hydrogen.

China leads the world in producing the essential technology for green hydrogen made from renewables: electrolyzers. The machines use electricity to make hydrogen fuel from water. The Biden administration has prioritized domestic electrolyzer manufacturing as part of its goal of producing 10 million metric tons of “clean” hydrogen annually by 2030.

Industry experts say the administration’s hopes for a domestic supply chain hinge on final regulations for the 2022 Inflation Reduction Act’s hydrogen tax subsidies known as 45V.

“The 45V tax credits will be important in determining the future of electrolyzer manufacturing in the US,” said Payal Kaur, a hydrogen analyst for BloombergNEF, in an email. “If the final guidance is not well received it may impact the pace of growth in the market.”
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https://www.eenews.net/articles/will-making-hydrogen-green-depend-on-china/