Hydrogen electrolyser makers can gain a competitive advantage by being part of a one-stop-shop for project installation: analyst
Manufacturers with a proven track record of installing green H2 projects 'will be able to consolidate their position as preferred suppliers', says Guidehouse Insights
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Partnerships that offer pre-optimised turnkey solutions can simplify — and potentially reduce the costs of — developing green hydrogen projects.
By contrast, developers would otherwise have to deal with separate electrolyser suppliers and engineering firms — many of which would be fairly new to the business and could potentially struggle to install and optimise unfamiliar technology on a bespoke basis.
“In some cases, the EPC partner is also able to reserve manufacturing capacity in advance, which can help to accelerate equipment delivery.”
He explains that manufacturers with a proven track record of successfully delivering industrial-scale projects on schedule, with properly functioning equipment, “will be able to consolidate their position as preferred suppliers”.
“They will also be in a better position to weather oversupply and potential competition from lower-cost Chinese manufacturers later this decade.”
“Rely will be in a position very quickly to make proposals to clients because it’ll have pre-engineered the fully optimised solution,” he said.
“We are very optimistic that there will be significant savings [for clients] at the level of full hydrogen plants or green molecule plants... and we’re going to go very fast after these savings.”
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