Why China’s success in solar PV might not translate to electrolyzers

This paper explores whether China can replicate its success in solar with electrolyzers, considering government support, learning rates of PV and electrolyzers, Chinese corporate strategies, and the external environment for exports. China’s manufacturing prowess and progress in lowering electrolyzer costs have raised hopes – and concerns – about its potential to lead electrolyzer manufacturing and exports globally, accelerating the clean […]