It would help further if the companies in electrolysers/ supply chain etc with upcoming capex is given.

Thanks

This could be non listed Oracle entity in India

Any one attended AGM? any updates on B80 field?

Will try to explain you in brief though this question has already been answered in the thread !
To understand Why the craze for Hydrogen will continue to grow and why is that companies like Tata’s, Adani’s, Reliance, L&T , JSW and many more listed/unlisted are betting Big on the entire Green hydrogen value chain and what all companies would be involved in Green hydrogen chain, let us touch upon some basics:

(1) As a fuel, Hydrogen produces no carbon emissions- it burns with oxygen to produce steam and as a “Fuel Cell” (Electrolyser), it combines with oxygen from air to produce electricity.

(2) So, can it be used in Automobiles as a fuel? Yes, it can be used in 2 ways - (a)as a fuel cell to produce electricity which would drive the vehicle- you don’t need massive Li ion batteries. (b) As an internal combustion engine like CNG, petrol, diesel…technology is already available and hydrogen vehicles are running…but massive adoption may take time!

(3) For electricity generation- current thermal power plants use coal to produce electricity , emitting carbon dioxide…so Hydrogen can be used in large Electrolyser to generate electricity.

(4) Today , the largest consumer of Hydrogen across the world are (a) petroleum refining industry due to the need of hydrogen in different refining process such as hydro-cracking, hydro-isomerisation, hydro-dealkylation, and hydro-desulphurisation. Today, the need for hydrogen is being met either from natural gas or from heavy oil which involves carbon emission.

(5) The next largest consumer of Hydrogen are fertiliser plant - they need hydrogen for producing ammonia urea- it is being met either from natural gas methane or coal or other process which involves carbon emission.

(6) The other consumers of Hydrogen are Steel plant - Blast furnace processes …and many manufacturing industry companies for metallurgical process…

(7) so the requirement all over the world is huge !
So how do we produce Hydrogen ? Hydrogen can be produced by many ways …(a) From coal - involves carbon emissions (b) From petroleum products - involves carbon emission (c) From Natural Gas methane - involves carbon emission (d) From Ethanol / methanol …involves carbon emission.

(8) However producing Hydrogen through electrolysis involves no carbon emissions. But for carrying out Electrolysis , you need electricity.

So now comes Green Hydrogen , if the electricity is generated through renewables like Solar or wind or Hydro and that electricity is used to carry out Electrolysis of water to produce Green Hydrogen which involves no carbon emission.

To decarbonise the entire economy of the world this Green Hydrogen is to be used as mentioned above under (1) to (6).
So , what all needed to produce Green Hydrogen ???
Solar, wind, hydro power producers and their supply chain vendors.
Electrolyser manufacturers and the related supply chain.
Hydrogen storage solutions
Auto industry in the long run