Nel – Competitive Landscape & Hydrogen Electrolysers Outlook

  • Public Equity
  • Energy
  • Europe


Former technology manager at Industrie De Nora SpA.


  • Order outlook, highlighting timeline for large order intake
  • Hydrogen per kilogram pricing outlook, focusing on Nel’s (OSL: NEL) 2025 USD 1.5 per kilogram target and delta vs natural gas
  • Commoditisation in PEM (proton-exchange membrane), including outlook and threats from SOEC (solid oxide electrolysis cell)
  • Competitive landscape and technology comparison


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