Evonik Launches Production of High-Performance Membrane for Lower-Cost Green Hydrogen

Why It Matters

The rollout lowers capital costs and speeds commercialization of green hydrogen, a cornerstone of Europe’s decarbonization plan and China’s expanding hydrogen market.

Key Takeaways

• 2.5 GW membrane capacity covers ~25% of Germany’s 2030 goal
• AEM tech cuts hydrogen cost by at least 25% versus PEM
• Direct‑pressure production removes need for separate compression equipment
• No PFAS used, enhancing environmental profile of the membrane
• Shanghai AEM Center targets Chinese hydrogen projects and partners

Pulse Analysis

Green hydrogen is emerging as a linchpin for deep‑decarbonization, yet high electrolyser costs have slowed large‑scale adoption. Evonik’s launch of the DURAION® membrane marks a shift from laboratory prototypes to continuous industrial manufacturing, delivering rolls up to one metre wide from a 20‑metre coating line. By targeting an annual output equivalent to 2.5 GW of electrolyser capacity, the Marl facility alone can equip roughly one‑quarter of Germany’s planned 2030 hydrogen infrastructure, signaling a tangible step toward meeting national renewable targets.

The technical edge of Evonik’s anion‑exchange membrane (AEM) lies in its compatibility with alkaline electrolysis, which permits the use of inexpensive, non‑precious‑metal catalysts. Studies suggest this can shave at least 25 percent off the levelized cost of hydrogen compared with conventional PEM systems. Moreover, the membrane’s ability to generate hydrogen directly under pressure eliminates a separate compression stage, further reducing capex and operational complexity. Its high ionic conductivity, chemical stability, and PFAS‑free production also address safety and environmental concerns, making it attractive for both utility‑scale and modular projects.

Strategically, the simultaneous opening of an AEM Center in Shanghai underscores Evonik’s ambition to capture fast‑growing Asian demand. China’s aggressive hydrogen roadmap positions the region as a key growth market, and local testing facilities will accelerate technology validation with domestic partners. For Europe, the increased domestic supply of high‑performance membranes supports the EU’s hydrogen strategy and reduces reliance on imported components. Collectively, these moves could catalyze a broader shift toward cost‑effective green hydrogen, unlocking new revenue streams for industrial users and advancing global climate goals.