Next Hydrogen Solutions Inc., a Canadian company specialising in water electrolysis technology, has signed a strategic cooperation agreement with Sungrow Hydrogen Sci&Tech Co. Ltd., a subsidiary of the Chinese group Sungrow Power Supply Co. Ltd., to industrialise the production of its electrolysers from 2026. Under the terms of the agreement, Next Hydrogen will utilise Sungrow Hydrogen’s existing 3GW manufacturing infrastructure to fulfil large-scale orders while maintaining control over its intellectual property and system design specifications.
Industrialisation through 3GW manufacturing capacity
Sungrow Hydrogen will also supply associated Balance of Plant (BoP) systems, supporting supply chain optimisation and cost competitiveness. This cooperation reflects an industrial pooling approach aimed at shortening time-to-market while addressing the growing demand for green hydrogen in ammonia, aviation fuels, refining, steel, and transport sectors.
Joint development and North American expansion
In addition to production, both companies will collaborate on co-commercialisation of expanded solutions for a global portfolio of industrial customers. Concurrently, Next Hydrogen will continue its research and development operations in Canada. The company is also exploring, together with Sungrow Hydrogen, the expansion of its manufacturing footprint in North America. This approach seeks to meet local requirements while ensuring supply chain flexibility and alignment with evolving regional clean energy policies.
Enhanced access to Asian and North American markets
Raveel Afzaal, President and Chief Executive Officer of Next Hydrogen, stated that this collaboration will accelerate market entry while increasing production scale. Sungrow Hydrogen, supported by its parent company recently ranked No. 1 for bankability by BloombergNEF, holds a dominant share of the Chinese electrolyser market. Peng Chaocai, Vice President of Sungrow and Chairman of Sungrow Hydrogen, highlighted that their combined expertise in technological innovation, commercialisation, and manufacturing will enable the delivery of globally competitive solutions.
