What’s behind the electrolyzer craze for green hydrogen?

An electrolyzer separates water into oxygen and hydrogen, effectively the opposite of a fuel cell, which uses water and electricity to separate hydrogen and oxygen, creating water vapor as the only emission. In an electrolyzer, water is pushed through a stack with electricity. That pulls apart hydrogen and oxygen atoms.

Producing emissions-free hydrogen is attracting federal and state incentives at unheard of levels. It bodes well for fuel cell electric vehicles. Especially long-haul trucks that could travel up to 1,000 miles on a single fill-up of liquid hydrogen. We’re not there yet, but the potential is greater than ever.

Companies are embracing the prospects. Cummins Inc.’s New Power division expects $3 billion in annual revenue from electrolyzers by 2030. Tier 1 automotive supplier Robert Bosch plans to invest up to $591 million in electrolyzer components by the end of the decade. German manufacturers ThyssenKrupp and Siemens Energy already make electrolyzers.