Six of Europe’s leading electrolyser manufacturers have formed a coalition—Electrolysers for Europe (E4E)—to strengthen the bloc’s industrial position and push back against global competition in the clean hydrogen sector. The new platform, comprising ITM Power, John Cockerill, Nel, Sunfire, thyssenkrupp nucera, and Topsoe, plans to unveil a formal manifesto on 4 February laying out a vision to scale electrolyser production, create one million jobs, and generate up to €200 billion ($216 billion) in export value by 2040.

Together, the six members represent more than 13,000 employees and over 10 GW of annual manufacturing capacity across five European countries—ten times the 1 GW figure from just a few years ago. But while the supply side has expanded rapidly, deployment lags behind: the EU’s 6 GW by 2024 target is far from reach, with less than 1 GW installed to date. “We kept our promise. Policymakers must now do the same,” the coalition warns, calling for urgent action to close the gap between ambition and reality.

E4E is pressing the European Commission to enforce clear “Made in Europe” criteria in EU funding mechanisms, expand demand-side incentives, and fast-track hydrogen infrastructure projects. The group stresses that electrolysers are not just energy technology, but a strategic industrial asset—arguing that without immediate political alignment, Europe risks losing its early lead to more aggressive and better-supported global competitors.