What gives Bill Gates-backed start-up Electric Hydrogen the edge over other electrolyser makers?

The company claims to have more than halved the all-in cost of its equipment compared to its competitors

Electrolyser start-up Electric Hydrogen made waves with its $380m Series C funding round this year, with reports claiming it as the first green hydrogen company valued at $1bn.

So what gives this company — backed by investors such as Bill Gates-founded Breakthrough Energy, Australian mining and energy firm Fortescue, and tech giants Microsoft and Amazon — the edge over other electrolyser manufacturers?

Quite simply, Electric Hydrogen promises to drastically lower the cost of green hydrogen via its proton-exchange membrane (PEM) electrolysers. But rather than just focusing on improving efficiency per stack or increasing the range of renewable electricity input, the company takes a bigger picture approach — literally.

“We manufacture very powerful electrolyser stacks, which enables us to think big,” said Omar Shkeir, the company’s business development director for Europe, the Middle East, and Africa at the Green Hydrogen Summit Oman conference in Muscat last week.

“What we’re trying to do differently is we’re trying to think about everything that you need within a hydrogen plant, and we’re going to provide it to you in a fully integrated manner.”

Electric Hydrogen only offers one product: a standardised 100MW pre-fabricated green hydrogen plant, which integrates both the electrolysers and surrounding balance-of-plant equipment, such as water treatment and thermal management.

“That enables us to essentially reduce complexity and take advantage of supply-chain optimisation that nobody else is doing today in the industry,” Shkeir added, noting that each plant only takes up 6,000 square-metres of space while using far fewer electrolyser stacks than from other manufacturers for the same capacity.

“I think one of the key challenges of this industry is how to really scale up,” he said, adding that the strategy for most developers to-date has been to replicate small-scale projects “tens of times, hundreds of times to reach meaningful scales for industrial decarbonisation”.

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