Shell has chosen UK-based Ceres to design a 10 MW pressurized solid oxide electrolyzer (SOEC) module. This module aims to produce green hydrogen in tandem with high-heat industries like ammonia and green steelmaking. Unlike traditional electrolyzers, which operate at lower temperatures, SOECs require external heat sources and have demonstrated impressive efficiency when compared to PEM (proton exchange membrane) or alkaline designs. Ceres aims to enhance this efficiency further, targeting a 30% increase in hydrogen production per kilowatt-hour but still quotes less than 40kWh/kg hydrogen output which is not groundbreaking, as typical SOECs fall as low as 33kWh/kg. The SOEC market is niche but very competitive, with companies like Topsoe and Elcogen showcasing their own efficient electrolyzer technologies. Despite the challenges,…