Energy
Green hydrogen
Electrolyzers, iridium/platinum catalysts, and renewable power for H2 hubs.
Curated sector reports
Green hydrogen
Energy·⚠ PEM iridium loading & stack manufacturing
Key chokepoints (2)
PEM electrolyzer stacks
⚠ active chokepoint
Stack manufacturing capacity and iridium catalyst loading limit GW-scale deployments.
Related tickers: PLUG
Iridium & platinum PGM catalysts
⚠ active chokepoint
Iridium supply is tiny versus projected electrolyzer demand; thrifting has limits.