Key View
- Mainland China’s green hydrogen production capacity is estimated at 0.27MT in 2025, surpassing 2025 target at 0.2MT, expected to surge to 1.06MT by 2034, as accelerated state investment and infrastructure buildout drive full supply chain commercialisation.
- The transport sector will be the primary demand driver for green hydrogen, supported by policy and investment on fuel-cell vehicles, refuelling networks, and the rapid scaling of shipping and aviation e-fuels, underpinned by methanol and ammonia projects.
- Falling electrolyser costs and regulatory convergence with international standards will strengthen China’s position in hydrogen technology supply and support ongoing global market expansion to 2034.
Mainland China is accelerating its efforts to expand the production and integration of green hydrogen as part of its ambitious push towards sustainable energy solutions. A recent strategic framework aims to streamline the scale-up of green hydrogen facilities across the region, with a focus on harnessing renewable energy sources such as wind and solar to power the hydrogen production process. This initiative is a crucial component of China’s broader commitment to reducing carbon emissions and achieving its environmental targets.
The transport sector has emerged as a pivotal area for the application of green hydrogen, leveraging its potential to power fuel cell vehicles and reduce reliance on fossil fuels. By enhancing green hydrogen technology and infrastructure, China seeks to position itself as a leader in clean transportation solutions. Key projects are underway to develop hydrogen refueling stations and support the widespread adoption of hydrogen-powered buses, trucks, and trains across urban and rural areas.
Moreover, Mainland China’s strategy includes intensifying global collaborations to extend the reach of its green hydrogen initiatives. This involves forming partnerships with international technology firms and participating in global forums to share expertise and foster innovations in the hydrogen sector. Such efforts not only bolster China’s energy transition goals but also contribute to the global movement towards a more sustainable, low-carbon future.
Read More
