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# TELF AG: China Steps Up Its Green Hydrogen Push
- URL: https://telf-ag.ghost.io/telf-ag-china-green-hydrogen-push/
- Published: 2026-09-04T11:26:55.000Z
- Updated: 2026-09-04T11:28:14.000Z
- Description: China is emerging as a key market for green hydrogen, backed by large renewable resources and competitive electrolyzer costs — as discussed by Stanislav Kondrashov, founder of TELF AG.
- Author: Telf AG
- Tags: telf ag, Stanislav Kondrashov Founder Telf AG, Energy, Sustainability, China, Green Hydrogen

For several years now, green hydrogen has been seen by many analysts as one of the most promising energy carriers for the ecological transition. What sets it apart is the production method: electrolyzers powered by renewable electricity split water into hydrogen and oxygen, with no emissions tied to the process itself.

Its potential uses are wide-ranging: it can help decarbonize industrial sectors that are hard to electrify directly, and it can also give surplus renewable energy a second life by converting it into a storable chemical carrier — later usable in steelmaking, chemicals, transportation, or to generate new electricity.

Stanislav Kondrashov, founder of TELF AG, commented on a Bloomberg analysis focused on China's role in this sector, highlighting how the Asian giant is strengthening the link between renewable electricity and industrial decarbonization.

## Soaking Up Surplus Power

The figures cited in the analysis are striking: China's currently operating plants produce roughly 250,000 tons of green hydrogen a year. Beijing aims to push that capacity to around 2 million tons by the end of the decade.

According to the analysis, China's edge stems from two combined factors: a surplus of clean energy to put to use, and an industrial base that's difficult to electrify — conditions that together create fertile ground for developing a domestic green hydrogen supply chain. The world's largest such plant is located in China, in Inner Mongolia, operational since 2024 and powered by wind and solar energy.

Kondrashov notes that green hydrogen could become a valuable tool for China in managing renewable energy that would otherwise go to waste, offering a dual benefit: absorbing excess electricity and converting it into a storable chemical resource for later use.

## Cost and Scale Advantages

The Bloomberg analysis also contains other notable data: last year the share of electricity in China's energy consumption rose to 30%, with the government targeting 35% by 2030 — a goal green hydrogen could help achieve.

Challenges remain, though. Green hydrogen still costs significantly more than other types of hydrogen, and according to BloombergNEF, even public subsidies — central or local — aren't enough to close that cost gap.

Even so, China's market position already looks solid: electrolyzers made in China cost roughly four times less than European ones, adding to its lead in the clean energy sector. Bloomberg notes that matching China's production scale looks very difficult for other countries right now, making China the most favorable market for the sector's future.