
Resolves as YES if there is strong evidence that the world has at least 100 gigawatts (GW) of operational (installed/commissioned) electrolyzer capacity used for hydrogen production before January 1st 2033.
What counts
“Electrolyzer capacity” means nameplate electrical input capacity (GWₑ) of water electrolysis systems whose purpose is hydrogen production.
“Operational” means installed/commissioned and capable of producing hydrogen (not merely announced, permitted, financed, or under construction).
The global total is the sum worldwide across all countries and electrolyzer technologies (e.g., alkaline, PEM, SOEC), as long as they are deployed for hydrogen production.
Primary resolution source
I will resolve based on the IEA’s reported global “installed electrolyser capacity” figure (as presented in IEA tracking such as the Global Hydrogen Review and related IEA trackers/databases).
If the IEA’s reported global installed electrolyser capacity is ≥ 100 GW for any point in time up to and including end of 2032, this resolves YES.
If the IEA’s reported global installed electrolyser capacity remains < 100 GW through end of 2032, this resolves NO.
Fallback (only if the IEA metric is unavailable or discontinued)
If a clear IEA global figure is not available, I will resolve YES if at least two independent, reputable sector trackers (e.g., major energy agencies or widely-cited industry/finance analysts) explicitly report that global operational/installed electrolyzer capacity for hydrogen production is ≥ 100 GW before January 1st 2033; otherwise NO.
Clarifications
This is not about electrolyzer manufacturing capacity (GW/year), project announcements, memoranda of understanding, or “pipeline” totals. Only operational/installed capacity counts.
