Verification report
Green hydrogen production: China’s 43.77 GW alkaline and 2.7 GW PEM capacity signals overcapacity
Most quantitative claims (Chinese electrolyser capacity 43.77 GW alkaline / 2.7 GW PEM, global ~58 GW/yr by end-2025, China ~60% share, Sinopec Kuqa and Uxin projects) match recent SMM, IEA and LONGi/industry reports. Some figures (18:1 manufacturing-to-shipment ratio, >50% price declines, exact shipment shares) are plausible but not independently traceable and should be qualified as estimates. No clearly false claims found.
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