Kyle Hayes Quoted on China’s Growing Share of Global Clean Hydrogen Market

Foley & Lardner LLP partner Kyle Hayes is quoted in the Reuters article, “China’s global position unclear as it races ahead with hydrogen,” offering insight on the rapid expansion of clean hydrogen production abroad and the implications for the global market.

China is manufacturing much of the world’s electrolyzers —a critical technology for producing low-emission hydrogen — at some of the cheapest prices. The stark contrast in pricing between Chinese electrolyzers and those produced domestically have raised concerns that China will dominate international markets for clean hydrogen.

“Anecdotally, my clients are working primarily with electrolyzer (Original Equipment Manufacturers) OEMs outside of the United States, and the reason for that is economic, but also strategic in terms of project sizing and operational metrics,” said Hayes, who is co-chair of Foley’s Hydrogen Practice.

Hayes added that until the United States builds its own robust domestic supply chain, it is logical to think that Asian and other foreign manufacturers will be the preferred suppliers of electrolyzers.