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ELECTROLYSER & CHINESE DOMINATION : EXPLAINED

China could become de facto dominant supplier for many global electrolyser needs, especially alkaline types, for the next decade. But certain segments (e.g. PEM, high‑efficiency, low cost but high quality, or electrolysers designed for variable renewables, or those with specific environmental / safety / standard requirements) may be supplied by other regions that focus on innovation, quality, regulatory alignment.