How Policy and Action Can Create Exponential Change

Potential buildout of electrolyzer capacity (GW) to produce green hydrogen in 2030

“Accelerating Action” was calculated based on changes observed in BNEF Hydrogen Market Outlook Report market forecasts between 2019-2021 and recent sales outlooks for electrolyzers.

Source: BNEF Hydrogen Production Database (accessed 2/16/21) ; BNEF Hydrogen Market Outlook Reports Dec 19–Sept 21; Various national hydrogen strategies and roadmaps, RMI Analysis