EU targeting of Chinese hydrogen tech a move of self-limitation: analyst

Original Report: www.globaltimes.cn(full story)

  • The EU is imposing restrictions on Chinese hydrogen technology, including electrolyzers.
  • Experts argue that these measures could hinder Europe’s progress in green energy.

The EU has recently enacted measures aimed at curbing imports of Chinese products, particularly targeting hydrogen electrolyzers, which are pivotal for green energy production. A new auction worth 1.2 billion euros is set to take place on December 3, stipulating that winning projects can only source 25% of their electrolyzer stacks from China. This guideline reflects concerns over the EU’s increasing reliance on Chinese imports, which poses potential threats to its energy supply security.

Cui Hongjian, a professor at Beijing Foreign Studies University, contends that economically, integrating Chinese products would be the most advantageous choice for the EU’s energy transition. Yet, driven by de-risking strategies, Europe is opting for self-limiting policies that forgo this economic viability.

Electrolyzers play a crucial role in hydrogen production, accounting for approximately 50% of the costs involved. Reports suggest that hydrogen electrolyzers could become China’s next significant energy export, alongside batteries, photovoltaics, and electric vehicles.

China’s strong technology and well-established industrial chains have enhanced its competitiveness in the new-energy sector, according to Mao Ning, a spokesperson for the Chinese Foreign Ministry. He emphasized that protectionist measures would not resolve core issues.