European, Electrolyzer

European Electrolyzer Giants Unite to Accelerate Hydrogen Rollout

07.02.2026 - 05:05:04

Nel ASA NO0010081235

A new industry coalition aims to bridge the gap between Europe's ambitious clean hydrogen targets and the slower pace of real-world project implementation. Six leading manufacturers have joined forces to address the regulatory and industrial challenges hindering the sector's scale-up.

On Tuesday, a significant alliance was unveiled in the European electrolyzer industry. The platform, named "Electrolysers for Europe (E4E)", brings together six major players: Nel ASA, ITM Power, John Cockerill, Sunfire, thyssenkrupp nucera, and Topsoe.

The group's primary objective is to significantly expand electrolyzer manufacturing within the EU. It plans to tackle the policy and industrial framework conditions essential for scaling the sector. A core concern highlighted by the members is a growing disconnect: while manufacturing capacity is increasing rapidly, the actual deployment of hydrogen projects across the European Union is progressing at a much slower rate.

Key Coalition Details:
* Initiative: Electrolysers for Europe (E4E), launched Tuesday.
* Founding Members: Nel ASA, ITM Power, John Cockerill, Sunfire, thyssenkrupp nucera, and Topsoe.
* Combined Capacity: The alliance represents an annual manufacturing capability of more than 10 GW.
* Central Goal: To accelerate EU production expansion and speed up project realization.

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A Timely Push for Faster Action

The formation of E4E comes at a critical juncture. Europe's hydrogen strategy sets high ambitions, yet the installation rate of new electrolyzers continues to lag behind stated goals. According to its manifesto, the coalition is advocating for swift measures to better align practical deployment with political targets.

This move occurs alongside a wider industry discussion concerning the EU's regulatory framework for hydrogen. Key topics in this debate include ensuring a competitive and affordable hydrogen supply and reducing the regulatory uncertainties that currently impede large-scale investments and installations.

Nel ASA Advances Next-Generation Technology

For founding member Nel ASA, this industry-wide initiative follows a concrete corporate milestone from late last year. In December, the company's board confirmed the final investment decision to industrialize its next-generation pressurized alkaline electrolyzers.

The commercial market launch is scheduled for the first half of this year. Nel anticipates achieving the capability for high-volume deliveries by 2027. This timeline is based on a successfully completed full-scale prototype test. Furthermore, the company has approved the establishment of a production capacity of up to 1 GW for this new technology.

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