Cummins To Cease New Electrolyser Activity Amid Worsening Market
The title of this post, is the same as that of this article on Renewables Now.
These are the first three paragraphs.
Cummins Inc has decided to stop new commercial activity in the electrolysers space following a strategic review of the segment launched last year, citing deteriorating market conditions and weakening customer demand.
The decision is linked to USD 458 million (EUR 388.4m) of charges for the full-year 2025 related to the electrolyser business within the company’s zero-emission technologies arm, Accelera, of which USD 415 million were non-cash charges.
The company noted that it will continue to fulfil existing customer commitments before winding down new commercial activity in the segment.
Although, I am in favour of using hydrogen as a fuel, I recognise, that traditional electrolysis is not the most efficient process.
These methods are more efficient.
HiiROC
- HiiROC use a process, that they call Thermal Plasma Electrolysis to split any hydrocarbon gas into hydrogen and carbon black.
- HiiROC originated in the University of Hull.
- Typical gases that can be used are chemical plant off-gas, biomethane and methane.
- I like the ability to use chemical plant off-gas, as some of this is particularly nasty and HiiROC may offer safe disposal.
But the big advantage is that the HiiROC process is five times more energy efficient than traditional electrolysis.
The carbon black is no useless by-product, but has several valuable uses in its own right, which are detailed in its Wikipedia entry.
These two paragraphs from Wikipedia, give a summary of the more common uses of carbon black.
The most common use (70%) of carbon black is as a reinforcing phase in automobile tires. Carbon black also helps conduct heat away from the tread and belt area of the tire, reducing thermal damage and increasing tire life. Its low cost makes it a common addition to cathodes and anodes and is considered a safe replacement to lithium metal in lithium-ion batteries. About 20% of world production goes into belts, hoses, and other non-tire rubber goods. The remaining 10% use of carbon black comes from pigment in inks, coatings, and plastics, as well as being used as a conductive additive in lithium-ion batteries.
Carbon black is added to polypropylene because it absorbs ultraviolet radiation, which otherwise causes the material to degrade. Carbon black particles are also employed in some radar absorbent materials, in photocopier and laser printer toner, and in other inks and paints. The high tinting strength and stability of carbon black has also provided use in coloring of resins and films. Carbon black has been used in various applications for electronics. A good conductor of electricity, carbon black is used as a filler mixed in plastics, elastomer, films, adhesives, and paints. It is used as an antistatic additive agent in automobile fuel caps and pipes.
It can also be used as a soil improver in agriculture.
HiiROC would appear to be five times more energy efficient than traditional electrolysis.
I would also rate the range of their investors as a particular strength.
Google AI lists these companies as investors.
HiiROC, a UK-based developer of plasma torch technology for “turquoise” hydrogen production, is backed by a consortium of industrial and strategic investors. Key investors include Centrica, Melrose Industries, Hyundai Motor Company, Kia, HydrogenOne Capital, CEMEX Ventures, Wintershall Dea, and VNG.
Note.
- CEMEX must be going to decarbonise cement making.
- Melrose describe themselves as an industry-leading aerospace technology provider.
- Will we be seeing hydrogen cars from Korean manufacturers?
- Wintershall Dea is Europe’s leading independent gas and oil company.
HiiROC has an impressive list of investors.
Bloom Energy
I wrote about Bloom Energy’s process in Westinghouse And Bloom Energy To Team Up For Pink Hydrogen.
This method also looks promising.
- Westinghouse Electric Company is an American builder of nuclear power stations.
- Bloom Energy Corporation make a solid-oxide electrolyser.
- Pink hydrogen is green hydrogen produced using nuclear power.
It uses electrolysis at a higher temperature, which speeds it up.
Desert Bloom
This is an Australian process, that I wrote about in 10GW Green Hydrogen Project Aims To Electrolyze Water Drawn From Desert Air.
Conclusion
You can understand, why Cummins are getting jumpy!
But you have to remember that when I worked in a hydrogen plant in the 1960s, the hydrogen was an unwanted by-product and it was mixed with coal gas and sent down the power station to raise steam, so that it could be used to do something useful.
The Anonymous Widower 
While mentioning the Cummins technical philosophy and the alternative Bloom form of electrolyser, I think I should put a word in for the British Ceres Power SOEC
It’s ironic that a number of years ago Cummins held a licence for the Ceres fuel cell, which in its reverse cycle is used for electrloysis
Summary of Differences between the Bloom Energy, Ceres Powers SOECs and PEM/Alkaline Electrolysers
Temperature and Materials: Bloom’s system operates at a higher temperature (~700-900°C), requiring a thick ceramic electrolyte and more expensive, heat-resistant materials for system components. Ceres operates at a lower temperature (~500-600°C), utilizing a metal-supported cell structure (thin ceramic layers on a steel substrate) that allows for the use of less expensive, more common materials like stainless steel, which significantly reduces costs.
Cost and Scalability: The material choice and lower temperature of the Ceres technology can result in lower manufacturing and balance of plant costs, making it potentially more affordable and easier to scale and transport globally. Bloom focuses on system simplification by eliminating certain units (like deoxygenation), which also reduces costs and maintenance needs.
Performance: Both technologies offer high electrical efficiencies compared to conventional low-temperature electrolysis (PEM and Alkaline), leveraging the inherent advantages of solid oxide technology by using industrial waste heat.
Comment by fammorris | February 7, 2026 |