Cummins Exits Chinese Electrolyser Joint Venture
- Details: Cummins Inc. has officially exited its hydrogen electrolyser joint venture in China, ceding full control of a 500MW PEM electrolyser factory to Chinese entities, following poor sales performance. This move was reported in the context of broader market challenges, potentially affecting Cummins’ global strategy in the electrolyser sector.
- Relevance: Cummins is a key player among the listed companies (FuelCell Energy Inc, Siemens Energy, etc.), and this development could impact global supply chains for electrolysers, a critical component of green hydrogen production.
- Key Takeaway: Cummins' exit from the Chinese market signals a strategic shift, possibly due to market challenges, which could impact global electrolyser supply chains.
- Source: Hydrogen Insight, published July 18, 2025.