Our view is that solid oxide electrolytic cell electrolyzers (SOECs) will only make a significant dent in the market after 2030. But a recent announcement from Estonia highlights the stage the hydrogen industry is in – in which a disruptive technology can have quite the impact and change things overnight. That’s not to say that Elcogen has changed things overnight, but it definitely brought an impressive product closer to the market which underscores the potential for SOECs. The Estonian hydrogen company has unveiled plans for a 350 MW factory in Tallinn to manufacture solid-oxide electrolyzers and fuel cells. This facility, slated to commence operations by mid-2025, is the first big take-off for Elcogen’s production capacity, previously limited to 10 MW…