Published by Todd Bush on December 20, 2024
Historically, the mass production of green hydrogen has not been viewed as a viable alternative energy solution for our climate crisis. But recent technological advancements in proton exchange membrane (PEM) electrolyzers offer new avenues for long-term viability and present an intriguing opportunity for manufacturers. Experts have long deemed electrolyzers as a central technology for meeting our “carbon peak and neutrality” goals, but substantive investments have lagged due to high manufacturing costs. What these recent advancements demonstrate, however, is that the long-term viability of electrolyzers is closer than many realize.
As it currently stands, electrolyzers last longer, operate more efficiently and cost less than at any point in the technology’s history. Although electrolyzers did not become a key device in large-scale green hydrogen storage until the 1990s, their emergence in the alternative energy market has led to many new research and development (R&D) investments. Moreover, with a 90% reduction in uninstalled capital costs over the last 20 years, advocates can now convincingly argue that electrolyzers are the key to a sustainable energy future.
Why are thinner membranes so important? For starters, experts have speculated that thinner membranes allow electrolyzers to produce 150% more hydrogen or run at 10% lower energy consumption than traditional designs. This is due to the fact that thinner membranes reduce the overall distance protons have to travel across the porous transport layer (PTL). Accordingly, thinner membranes are responsible for faster ionic transportation and an increase in overall production.
The most efficient electrolyzer design, however, combines thinner membranes with the implementation of perforated titanium sheets instead of conventional felt materials. Manufacturer investment in PTL has led to the creation of titanium PTLs (Figure 1, titanium sheets) as thin as 0.010″ that allow for lower oxidation rates, smaller footprints, and better resistance to bending and cracking. With this combination, PTLs can provide better thermal/electrical conduction and mechanical support, along with pathways for both reactant liquid water delivery to the catalyst layer and effective gas removal from the reaction sites to the outlet.
>> In Other News: OCED Announces up to $1.8 Billion in New Funding for Transformational Direct Air Capture Technologies
Given the critical importance PTLs play in electrolyzer efficiency, limiting PTL deterioration is essential for manufacturers. Both the passivation of titanium and corrosion are limited by precious metal coatings that protect the electrolyzer. However, these coatings are often treated with platinum group metals, and this generates significant costs. As a result, any attempt to ensure electrolyzer economic viability necessitates a different coating strategy—and this requirement has helped to drive titanium sheet development.
This solution has led to an enormous impact on manufacturing. A recent study found that thin layers of iridium can be sprayed on titanium PTLs, thereby eliminating the need for platinum group metal coatings. One key benefit of this approach is improved electrical conductivity at a cheaper price point. Ultimately, with reduced-iridium coatings, PEM electrolyzers have become significantly more cost effective.
Cells are critical for effective electrolyzer processes because they directly contribute to an electrolyzer’s total volume of hydrogen gas storage; the more cells manufacturers can stack atop one another, the larger the output. Optimizing cell design, therefore, means making the cell processes themselves more efficient as well as bettering cell interactions in the stack.
Research teams have been working to optimize cell composition, leading to new and innovative designs. On the one hand, grooved electrode structures have been proven to provide up to 50% higher performance than existing electrode designs while also improving the cell’s overall durability. On the other, research has shown that cell transport can be improved with novel alkaline water-splitting electrolyzers. In fact, there is a case to be made that the biggest improvements left to be made with electrolyzer production lies with further cell design optimization.
In conclusion, the future of mass-production of hydrogen is closer than many people recognize. Currently estimated at $185 billion, the green hydrogen market is set to increase by more than 600% over the next 25 years. This anticipated growth is reflective of the role green hydrogen is set to play in our energy future as well as anticipated reductions in electrolyzer costs (a crucial selling point for manufacturers).
However, this growth would not be possible without the improved efficiency and extended lifespans that have been achieved with recent electrolyzer advancements. Electrolyzers may have the most hidden potential of any green energy technology—the only question is which manufacturers are willing to capitalize.
Follow the money flow of climate, technology, and energy investments to uncover new opportunities and jobs.
Inside This Issue 💰 How 45Q Credits Revived This Troubled $9B Megaproject 🍁 Commencement of First Phase Operations for a Carbon Capture and Storage (CCS) Project in Canada 🤝 Haffner Energy Secures...
Inside This Issue 💼 The Deal Structure Everyone's About to Copy 📈 Exxonmobil Raises Its 2030 Plan – Transformation Delivering Higher Earnings, Stronger Cash Flow, and Greater Returns ⚡ Nextera Wor...
Inside This Issue ✈️ Inside XCF Global's $300M Bet to Double U.S. SAF Output ⚙️ Capsol Technologies Signs MoU with US Utility to Deploy CapsolGT® for Low-carbon Gas Power Generation 🏭 Babcock &...
Clean Planet Technologies (CPTech), part of the Clean Planet Group, has announced that its core pyrolysis-oil upgrading process has now been formally patented in both the United States and Saudi Ar...
(December 12, 2025 - Oslo, Norway) Nel ASA (Nel, OSE: NEL) is pleased to announce that following a seven-year development program, and now a successful start-up and production of clean hydrogen on ...
Hydrogen Technology Venture Launches in Bowling Green
BOWLING GREEN, Ky. — A new tech company is coming to Bowling Green, bringing dozens of jobs to Warren County. What You Need To Know UFS ARK will be a joint venture of United Fiber Sensing and OgM...
HyOrc Positions Green Methanol as the Economic Solution to Shipping’s Decarbonization Challenge
HOUSTON, Dec. 12, 2025 (GLOBE NEWSWIRE) -- HyOrc Corporation (OTCID: HYOR), a fully SEC-reporting clean-energy company focused on decarbonizing heavy industry, today commented on the growing global...
Follow the money flow of climate, technology, and energy investments to uncover new opportunities and jobs.