India’s green hydrogen auctions have rapidly driven production prices toward globally competitive levels, but a new analysis suggests those economics may depend heavily on access to Chinese electrolyzer technology.
China’s electrolyzer industry has entered a new phase of global expansion. Publicly available shipment data show Chinese manufacturers exported at least 321.25 MW of electrolyzers during the first half of 2026, compared with just 18.5 MW during the same period in 2025.
Australia’s emerging natural hydrogen sector has reached another exploration milestone as D3 Energy announced prospective natural hydrogen resources of up to 88 billion cubic feet across two geological structures in South Australia’s Arckaringa Basin.
The global race to commercialize small modular reactors is increasingly becoming a contest over industrial supply chains and geopolitical influence rather than reactor technology alone.
Japan’s largest power producer, JERA Co., Inc., and South Korea’s Samsung C&T Corporation have signed a memorandum of understanding to explore collaboration on strengthening regional hydrogen and ammonia value chains, highlighting a growing shift from individual project development toward cross border infrastructure coordination.
Google and McKinsey & Company, through the Symbiosis Coalition, together with Tencent, have signed separate agreements to purchase a combined 635,000 metric tons of carbon removals from Thryve.Earth, providing long term demand for a rainforest restoration project in Indonesia.
