Line chart of projected green hydrogen costs by region (China, India, Spain, Texas, Germany) from 2023 to 2050, decreasing overall; Germany/green line near lowest, costs around $2–3/kg by 2050; note subsidies not included; source BloombergNEF.

Sunfire Hydrogen 2026, 50 MW Module vs Air Products

Alkaline Electrolysis Cost Trajectory, 60% Chinese Cost Drop, €149 M Lhyfe…

by Erhan Eren

Cummins Hydrogen 2026, $4B Topsoe Project Canceled

Blue Hydrogen Viability Gap, $458 M Cummins Write-Down, $3.5 B DAC Hub…

by Erhan Eren

Bar chart showing Chinese electrolyzer prices near BNEF’s 2030 forecast: Benchmark price in 2023 around $200, BNEF’s 2024 forecast for 2025 about $170, and BNEF’s 2024 forecast for 2030 about $120, with dashed lines indicating Sungrow’s and Longi’s 2026 prices. Source: BloombergNEF.

Forvia Hydrogen 2026, $47M Sinopec Investment

Alkaline Electrolysis Manufacturing in China, 60% Global Capacity, 4-6 x Lower…

by Erhan Eren

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