China Accelerates Green Hydrogen Production While US Policy Creates Market Uncertainty
China is tripling electrolytic hydrogen capacity to 4.5 GW in 2026, leveraging renewable energy surplus and export infrastructure to dominate clean energy supply chains. Meanwhile, US policy reversals under Trump are adding 54 GW of gas capacity by 2030 while phasing out renewable tax credits, creating a divergent global landscape.
This policy divergence positions China to capture green hydrogen market leadership while US energy transition faces political headwinds, reshaping global clean energy competitiveness.
green hydrogen
china
us policy
renewable energy