On the eleventh version of Inexperienced Hydrogen in India convention organised by Renewable Watch, Amrit Singh Deo, Senior Managing Director, FTI Consulting & Lead, India Hydrogen Alliance Secretariat highlighted these developments and challenges shaping India’s electrolyser manufacturing ecosystem.
India has commissioned six inexperienced hydrogen tasks thus far, with a complete eletrolyser capability of 70 MW and an output of 10,000 TPA output.
On the pipeline aspect, the 13 SECI inexperienced ammonia tenders that concluded final yr are anticipated so as to add 1,485 MW of electrolyser capability over the following 3 years, indicating regular close to time period progress. These tenders collectively translate into 637,400 tonnes of inexperienced hydrogen provide.
Round 770 MW of electrolyser with a capex of USD 1.15 billion is anticipated to circulate into EPC, design, and gear contracting, which can steadily transition into on-ground development exercise.
Nevertheless, demand-side constraints stay important, and with out sturdy demand from sectors equivalent to refineries, India can obtain solely round 13% of its Nationwide Inexperienced Hydrogen Mission goal.
The refinery section, which is a key demand heart, is presently seeing very sluggish progress and stays a small share of the general requirement.
To deal with this, a SECI-style aggregated procurement for 350,000 MTPA of inexperienced hydrogen for refineries is required, which may help push achievement to twenty% of the 2030 goal.
On the demand aspect, the home fertiliser sector alone may require 7.4 million TPA of inexperienced ammonia, far exceeding present tender volumes.
Moreover, export demand can also be rising strongly, with long-term offtake agreements already signed, however scaling it will require coverage help, financing entry, carbon mechanisms, and coordinated infrastructure improvement.
Entry the complete presentation right here
