Verification report
Green hydrogen production: China’s 43.77 GW alkaline and 2.7 GW PEM capacity signals overcapacity
Most quantitative claims (Chinese electrolyser capacity 43.77 GW alkaline / 2.7 GW PEM, global ~58 GW/yr by end-2025, China ~60% share, Sinopec Kuqa and Uxin projects) match recent SMM, IEA and LONGi/industry reports. Some figures (18:1 manufacturing-to-shipment ratio, >50% price declines, exact shipment shares) are plausible but not independently traceable and should be qualified as estimates. No clearly false claims found.
Keep reading — unlock full access
This article was checked against 14 factual claims. Subscribers see every claim, its verified status, our notes, and the sources we matched against.
Start your free 7-day trial