INVESTMENT

Can Niagara Falls Power the Next Hydrogen Boom?

Accelera supplies 35MW electrolyzer to Linde, doubling US liquid hydrogen capacity

22 Sep 2025

News article

Linde has received a 35-megawatt electrolyzer for its Niagara Falls facility, a move expected to more than double its US green liquid hydrogen production once the system is fully integrated.

The equipment, supplied by Accelera by Cummins, is being connected to Linde’s existing liquefaction and distribution networks rather than built as a standalone project. The approach allows the company to expand supply more quickly and at lower cost, while reinforcing its position in the growing clean fuel market.

Executives presented the project as a marker of scale for hydrogen technology. “This is a demonstration of scale,” said Amy Davis, president of Accelera, arguing that electrolyzers are now ready for industrial deployment. Linde has described the project as part of a broader strategy to deliver renewable hydrogen reliably to customers.

The facility will source hydropower from the Niagara River, aligning with clean energy standards and benefiting from federal incentives designed to accelerate hydrogen adoption. Analysts point to the combination of renewable electricity, existing infrastructure and new electrolyzer systems as a potential model for wider sector growth.

Despite the expansion, capacity remains limited compared with the levels required to decarbonise heavy transport and industry. Meeting such demand, observers say, will depend on continued investment, partnerships and innovation.

Industry analysts nonetheless see the project as an important step for the US hydrogen economy. While questions remain about the fuel’s role in the energy transition, developments at Niagara Falls suggest growing confidence in its commercial viability.

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