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#Post#: 36--------------------------------------------------
The tug of war between artificial intelligence
DIR By: chandna rani
Date: September 9, 2023, 5:11 am
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Europe still has a strong position in the market and the EU is
trying to emphasize its sovereignty in industrial and energy
policy. For example, the Green Deal and the European Industrial
Strategy call for the creation of strategic value chains around
renewable energy technologies. With the Clean Hydrogen Alliance,
the EUaims to promote private sector pilot projects and rapidly
increase hydrogen production.
The issue of resilient raw material supply chains is also
gaining Phone Number List
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on the Union's agenda. However, current
plans hardly seem to consider geopolitics, industrial policy and
resource policy, especially regarding electrolysers. In the
context of the threatening fragmentation of the world economy
and the emergence of globalization characterized by
mercantilism, the first thing to do is to identify the possible
dependencies and vulnerabilities of the European electrolyzer
industry to protect itself from risks (geopolitical ). It is
essential to consider the supply chains of raw materials and the
sourcing of critical components, as well as the increasing
market dominance by competitors in the manufacture of
electrolyzers.
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Which electrolyzers are suitable for Europe? The various
electrolysis technologies differ mainly in the components used
and the maturity of the technologies themselves. Currently, only
two technologies are sufficiently mature and are likely to
account for the majority of electrolysis capacity to be
installed in the coming decades: alkaline electrolyzers (ael
units) and proton exchange membrane or polymer electrolytic
membrane electrolyzers. ( pem , for its acronym in English).
AELs are the oldest, most mature and most widespread type of
electrolyzer, representing 61% of the world's installed capacity
. Its advantages lie in the relative simplicity of the
electrolyzer design and, therefore, in a comparatively simple
manufacturing process.
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