Some updates:
Domestic data center opportunity
Domestic data centers are a space which is getting dominated by Cummins with over 80% market share. In fact, Cummins remains one of the only listed players in the fast growing DC space.
The G23 range of 2500-2750 KVA which were imported from UK earlier and now being made in India.
In global tenders, Cummins’ has started executing complete project solutions in domestic DC market, for large MNC customers.
National Green Hydrogen Mission (NGHM)
The target for the NGHM is to produce capacity of at least 5mn MT p.a. of green hydrogen by 2030, with Renewable Energy capacity addition of ~125 GW and total investment of Rs8trn.
Domestic manufacturing of electrolysers 2) Production of Green Hydrogen. ~25% of the funds under SIGHT are proposed as incentives for part A (domestic manuf. ~Rs45bn).
Cummins will partner the first PEM electrolyser for GAIL
Cummins will provide its proprietary PEM electrolysis technology to build one of India’s largest proton exchange membrane (PEM) electrolyser for GAIL at Vijaipur in Madhya Pradesh.
This project is expected to produce 4.3 tons of green hydrogen per day (equivalent to ~10 MW of electrical power input).
As per Cummins, the GAIL Green Hydrogen production project will be the first of its kind in the country and will pave the way for many such projects in future.
Cummins Inc. has supplied and commissioned more than 600 electrolysers worldwide with PEM and alkaline technologies across various use cases such as hydrogen refueling stations, industrial applications, gas grids, and energy storage projects.
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