Asahi Kasei Expands Electrolyser Component Capacity
Japanese chemical firm Asahi Kasei is expanding alkaline electrolyser component manufacturing capacity to over 3GW at its Kawasaki Works, backed by up to ¥35bn in combined central and regional subsidies. The project targets cell frames and ion-exchange membranes, with 2GW of new capacity expected online by 2028. The expansion occurs against a backdrop of significant global electrolyser manufacturing overcapacity, where reported manufacturing capacity substantially exceeds operational capacity, pointing to easing price pressure for these components.









































