China's Green Hydrogen Tripling Signals Supply Chain Dominance Strategy
China is scaling electrolytic hydrogen capacity from 1.5 GW to 4.5 GW in 2026, leveraging excess renewable generation and export infrastructure while global competitors face slowdowns. This represents a strategic pivot to dominate clean energy supply chains through coordinated policy support and industrial capacity.
China is positioning to control critical clean energy technologies while Western markets struggle with policy uncertainty, potentially reshaping global energy trade flows.
china
green hydrogen
supply chains
clean energy