FLAGSHIP REPORT
Profile of Electrolyser OEMs | Q2 2025
An in-depth assessment of what makes a company successful in the Hydrogen ecosystem
Price On request
VNZ Insights periodically track developments at 33 Electrolyser OEMs covering 16 Western OEMs and 17 Asian OEMs. The topics covered in profile include:
- Executive summary of quarterly developments
- Company overview: History, financials, employees, shareholding, geographical footprint, business units, etc.
- Project Credentials: Electrolyser capacity delivered, orderbook, customer partnerships
- Product Portfolio: Product offerings, specifications, technology focus, product roadmap
- Supply Chain: Mapping of full supply chain covering cell, stack, balance of plant, sourcing models- inhouse vs outsource
- Business Model: Value chain presence, key initiatives across value chain, off-take focus, etc.
Key Takeaways
The coverage includes: 16 Western OEMs
- Thyssenkrupp nucera
- Nel Hydrogen
- Siemens Energy
- John Cockerill
- Plug Power
- Accelera by Cummins
- HydrogenPro
- Sunfire
- ITM Power
- Electric Hydrogen
- De Nora
- Enapter
- Hysata
- Quest One
- Verdagy
- Topsoe
- PERIC
- Sungrow
- Longi Hydrogen
- Hygreen Energy
- Huadian Heavy Industries
- China Energy Engineering Corporation
- Trina Hydrogen
- Envision Energy
- Guofuhee Hydrogen
- Shanghai Electric
- Tianjin Mainland Hydrogen
- Jiangsu Shuangliang Hydrogen
- MingYang Hydrogen
- Sany Hydrogen
- CRRC Zhuzhou Electric
- Asahi Kasei
- L&T GreenTech
Key Questions Addressed
- What are the key characteristics of the company in terms of history, ownership, employees, financial strength, geographical footprint, business divisions, etc.?
- What are the project credentials and pipeline? How is it segmented by project status, geography, customers, business model, etc.?
- What is the product portfolio of the company by technology? What new products are expected based on their roadmap? What are the specifications on key dimensions?
- What is the Supply Chain set-up of the OEM for key components and packages?
- What is the Business Model of the OEM in terms of project size, application, value chain presence, revenue model, and supply chain presence?
Who needs this report?
- Electrolyser OEMs: Sales battlecards and competitor intelligence on different business areas.
- Asset developers and EPCs: Supplier assessment and risk management.
- Supply Chain Players: Strategic account management by supply chain companies.
- Investors: Market Intelligence and investments evaluation.
OTHER REPORTS YOU MAY BE INTERESTED IN
REPORT
An in-depth assessment of what makes a company successful in the Hydrogen ecosystem
REPORT
60+ pager report providing an in-depth status check on electrolyser market- by players, technology, geography, project size, and offtake and the expectations for 2024-25
REPORT
The looming consolidation in landscape, cancellations/ shut-down of factories and emergence of few dominant players
